Commercial Lead - Digital, Data and Technology

We’re Plannr , and we’re building the CRM financial advisers actually want to use. No clunky back-office legacy systems. Now we’re looking for a Client Services Lead to run the show across onboarding, implementation, support, and account management – and help us build a standout client experience as we scale.

Lead and grow the team across Implementation, Support & Data Migration
Launch new Account Management and Customer Success functions
Segment clients, define tiered service models, and track success metrics
Handle escalations and strategic accounts with confidence
Build out toolkits, playbooks and automation to scale service
You’ve led onboarding, client services or delivery teams at a SaaS, CRM or fintech company
You’re comfortable wearing multiple hats – team coach, delivery lead, problem solver
Bonus if you’ve worked with adviser tech or UK financial services

Smart, humble people building something meaningful
Competitive salary + bonus + share options
Fully remote & flexible working