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Customer Success Manager - SAAS - Financial Services / 55k London

The Workplace Consultancy
Posted 2 days ago, valid for 24 days
Location

London, Greater London EC1R 0WX

Salary

£48,000 - £57,600 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • My client, a leading financial software company, is seeking a Customer Success Manager with proven experience in customer success roles.
  • The position requires a strong understanding of CRM tools and project management software, along with exceptional communication skills.
  • Key responsibilities include managing assigned accounts, onboarding new customers, and collaborating with internal teams to ensure timely service delivery.
  • Candidates should have experience working in fast-paced environments and a proactive problem-solving mindset.
  • The role offers a competitive salary, and a minimum of 3 years of relevant experience is required.

My client is a leading financial software company with an award winning SAAS offering. They have a brilliant role for a Customer success manager.

Key Responsibilities

Serve as the primary point of contact for assigned accounts, fostering strong, long-term relationships.

Guide new customers through the onboarding process, ensuring timely and accurate delivery of services.

Liaise with team leads to ensure we are on track to deliver the product within the agreed timeline, providing updates and addressing any potential roadblocks proactively.

Engage key decision makers about upcoming contract renewals, ensuring your client portfolio continues to choose my client as their preferred R&D provider and therefore reduce churn

Collaborate with internal teams to align on timelines, workload, and capacity, ensuring team delivery targets are met and any potential challenges are mitigated early.

Work closely with the sales team to identify and maximise cross-sale and upsale opportunities within your client book, driving additional value for both the client and the business.

Conduct regular check-ins to assess satisfaction and address concerns proactively.

Advocate for customers' needs internally, ensuring they receive optimal value from our services.

Required Skills & Experience

Proven experience in a Customer Success

Experience working in fast-paced environments

Strong understanding of CRM tools (e.g., Pipedrive, Salesforce) and project management software (e.g., Asana, Trello).

Exceptional communication and interpersonal skills.

Highly organised with strong time-management abilities.

Problem-solving mindset with a proactive approach to addressing challenges.

Customer-first attitude with a focus on building trust and delivering results.

Confident working on tight deadlines while maintaining high service levels with keen attention to detail.

Experience in balancing competing priorities.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.