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For Companies At a Glance
- Tasks: Lead client onboarding and ensure smooth implementation for outstanding satisfaction.
- Company: Join a high-growth fintech start-up transforming loan management for lenders and brokers.
- Benefits: Enjoy a hybrid work model with competitive salary and opportunities for growth.
- Why this job: Be part of an innovative team that values customer success and autonomy.
- Qualifications: 3-5 years in a customer-facing role, ideally in B2B SaaS with project delivery focus.
- Other info: Experience in lending is a plus, but not essential; strong communication skills are key.
The predicted salary is between 30000 - 40000 £ per year.
We’re hiring on behalf of a high-growth fintech start-up that’s transforming how lenders, brokers, and intermediaries manage loans. We’re looking for a Customer Success Manager (CSM) who thrives in implementation-heavy roles and is confident in taking ownership of complex client onboarding and delivery. It's a hands-on opportunity for someone with strong SaaS delivery experience who can lead client implementations, manage internal and external stakeholders, and drive long-term client success. Lending industry experience is a plus, but not a must.
What You’ll Be Doing:
- Implementation & Delivery (Core Focus): Lead client onboarding and implementation from start to finish, ensuring a smooth, on-time rollout and outstanding client satisfaction.
- Project Management: Coordinate resources, manage delivery timelines, and proactively solve issues before they escalate.
- Customer Engagement: Act as the go-to person for your clients. Build strong relationships, understand their business needs, and be their trusted advisor.
- Stakeholder Management: Align internal teams and external clients to keep everyone moving in the same direction.
- Commercial Awareness: Spot upsell or cross-sell opportunities that genuinely benefit the customer.
- Process Optimisation: Suggest and implement improvements to onboarding and success workflows.
What We’re Looking For:
- 3–5 years of experience in a customer-facing role, ideally in B2B SaaS with a strong focus on project delivery and implementation.
- A self-starter who can independently manage complex projects and build rapport with both technical and non-technical stakeholders.
- Excellent communication and organisational skills.
- Previous experience in intermediated lending, financial services, or working with brokers/lenders is helpful, but not essential.
- A genuine customer-first mindset with commercial awareness.
Why Join?
This is a fantastic opportunity to work at the heart of an ambitious fintech business that values autonomy, customer success, and innovation. You’ll play a critical role in ensuring customers get real value from the platform, from day one through to long-term growth.
Contact: Elvis Eckardt
Customer Success Manager – FinTech (Implementation & Delivery Focus) employer: Elvis Eckardt Recruitment
Contact Detail:
Elvis Eckardt Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Success Manager – FinTech (Implementation & Delivery Focus)
✨Tip Number 1
Familiarise yourself with the FinTech landscape, especially focusing on B2B SaaS solutions. Understanding the specific challenges and trends in this sector will help you engage more effectively during interviews.
✨Tip Number 2
Highlight your project management skills by preparing examples of how you've successfully led client implementations in the past. Be ready to discuss specific challenges you faced and how you overcame them.
✨Tip Number 3
Build a strong understanding of customer success metrics and how they relate to client satisfaction and retention. This knowledge will demonstrate your commitment to driving long-term client success.
✨Tip Number 4
Network with professionals in the FinTech space, particularly those involved in customer success or implementation roles. Engaging with industry peers can provide valuable insights and potentially lead to referrals.
We think you need these skills to ace Customer Success Manager – FinTech (Implementation & Delivery Focus)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in customer-facing roles, particularly in B2B SaaS and project delivery. Use specific examples that demonstrate your ability to manage complex client onboarding and implementation.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the fintech industry and your passion for customer success. Mention any relevant experience with stakeholders and how you can contribute to the company's goals.
Highlight Key Skills: In your application, emphasise skills such as project management, communication, and process optimisation. Provide examples of how you've successfully engaged with clients and managed projects in the past.
Showcase Your Customer-First Mindset: Demonstrate your genuine customer-first approach by sharing anecdotes or experiences where you went above and beyond to ensure client satisfaction. This will resonate well with the hiring team.
How to prepare for a job interview at Elvis Eckardt Recruitment
✨Showcase Your Implementation Experience
Be prepared to discuss specific examples of your past experiences in leading client onboarding and implementation projects. Highlight how you ensured smooth rollouts and client satisfaction, as this is a core focus of the role.
✨Demonstrate Project Management Skills
Talk about your project management approach, including how you coordinate resources and manage timelines. Be ready to share instances where you proactively solved issues before they escalated, showcasing your ability to keep projects on track.
✨Build Rapport with Stakeholders
Emphasise your ability to build strong relationships with both technical and non-technical stakeholders. Prepare to discuss how you've aligned internal teams and external clients in previous roles to ensure everyone is moving in the same direction.
✨Exhibit a Customer-First Mindset
Convey your genuine customer-first mindset by sharing examples of how you've identified upsell or cross-sell opportunities that benefited customers. This will demonstrate your commercial awareness and commitment to long-term client success.
