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Customer Success Manager- FinTech (Intermediated Lending)

JR United Kingdom

Manchester

Hybrid

GBP 40,000 - 80,000

2 days ago

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Join a fast-growing fintech start-up as a Customer Success Manager, where you'll lead the onboarding and implementation for B2B SaaS clients. This dynamic role focuses on enhancing client relationships and driving strategic partnerships. You'll manage project timelines, engage with clients, and identify growth opportunities while collaborating with stakeholders. If you're experienced in project management within financial services and ready to make a significant impact, this opportunity is for you. Be part of a company that values innovation and client success in the evolving fintech landscape.

3-5 years in a customer-facing role, ideally in B2B SaaS implementation.
Proven expertise in project management and stakeholder management.

Own the onboarding and implementation process for B2B SaaS clients.
Manage end-to-end delivery timelines and client engagement.

Project Management

Stakeholder Management

Customer Engagement

Commercial Acumen

Process Improvement

Experience in B2B SaaS Implementation

Background in Financial Services

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Customer Success Manager- FinTech (Intermediated Lending), Manchester

Location: Manchester, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

Posted:

30.03.2025

Expiry Date:

14.05.2025

Job Description:

Job Title: Customer Success Manager- FinTech (Intermediated Lending)

Location: Manchester, with hybrid working available (2-3 days per week onsite in Manchester)

Industry: Financial Technology (FinTech)

Job Type: Full-Time

The Role:

We are seeking a Customer Success Manager (CSM) to join a fast-growing fintech start-up. This role focuses on implementation and delivery, requiring a strong project manager and stakeholder manager who can independently handle complex deliveries and elevate customer engagement from support to a strategic partnership.

What You’ll Do:

Implementation & Delivery: Own the onboarding and implementation process for B2B SaaS clients, ensuring seamless delivery and client satisfaction.
Project Management: Manage end-to-end delivery timelines, resource planning, and issue resolution, going beyond basic project tracking.
Client Engagement: Act as the primary point of contact for clients, fostering strong relationships, identifying needs, and unlocking growth opportunities.
Stakeholder Management: Work effectively with internal and external stakeholders to manage expectations, resolve conflicts, and ensure alignment.
Commercial Capability: Spot and act on upsell or cross-sell opportunities while maintaining a client-first approach.
Process Improvement: Contribute to the improvement of implementation and customer success processes to streamline operations and enhance client outcomes.

What You’ll Bring to the Table:

Experience: 3-5 years in a customer-facing role, ideally in B2B SaaS implementation or project management.
Skills: Proven expertise in project management and stakeholder management with a track record of independent delivery in complex environments.
Domain Expertise: A financial services background, particularly with brokers, lenders (track record in intermediate lending), or paper-based processes.
Customer Success: Prior experience in customer success is advantageous but not mandatory.
Capabilities: Commercially savvy, with the ability to identify client needs and growth opportunities.
Technical Acumen: Comfortable working with B2B SaaS products, with the ability to understand technical integrations and workflows.

If you’re ready to support impactful client relationships in a dynamic and growing company, we encourage you to apply and be part of our journey.

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