Customer Success Manager - FinTech

My client is a VC-backed, rapidly growing fintech company revolutionising how UK businesses manage their cash flow by providing them with innovative and flexible loan solutions. Their mission is to empower SMEs by offering them the financial tools they need to grow and thrive, all backed by quick decisions and easy-to-use technology.

As they expand, they are looking for a proactive Customer Success Manager to take ownership of the post-sales client journey, from loan disbursement through to renewal. You’ll need to be able to build strong relationships with customers, support daily operations, and help customers maximise the value of our platform.

This role is hybrid working, with 3 days a week being based from their office in the City of London.

Key Responsibilities:

• Work closely with customers to understand their funding needs and tailor solutions with our credit team
• Manage loan servicing, including processing requests and disbursements
• Identify opportunities for renewals and upsells through strong relationships
• Monitor loan usage and share insights with credit, finance, and tech team
• Gather and report customer feedback to drive product and service improvements
• Identify inefficiencies and suggest ways to automate and enhance our processes
• Support the business with regular reporting and customer insights
• You’ll be the one looking for ways to improve, to scale, to optimise. Whether it’s streamlining processes or suggesting tech upgrades, you’ll help us keep up with our incredible growth and ensure we’re always working smarter, not harder.

Requirements:

• 1+ years\’ of experience in customer success or account management, ideally within financial services or fintech
• Confident communicator, comfortable using financial and lending terms
• Passionate about delivering excellent customer experiences
• Personable, proactive, and a natural problem solver
• Organised and able to manage multiple tasks and deadlines
• Comfortable working in a fast-paced start-up environment
• Tech-savvy and open to learning new systems quickly
• Organised and able to prioritise tasks and keep on top of workload
• Personable, positive and proactive attitude
• Hard-working, team player, customer centric
• You’re always thinking about ways to optimise and improve processes. You’re a self-starter who doesn’t need constant supervision but thrives on feedback and improvement
• You’re obsessed with delivering a flawless customer experience. When things go wrong, you’re the first to jump in and fix it.
• You’re not a 9 to 5er. Startups are hard and that means going above and beyond to delight our customers, which can happen at all times of the day.

What We Offer:

• Join a growing, fast-paced, innovative business and make an impact quickly
• Great salary with clear progression opportunities based on results
• Supportive, social and collaborative team culture

How to Apply:

If you’re ready to take the next step in your career and thrive in a dynamic environment please apply to this job advert. Due to the high number of applicants, we are unfortunately unable to respond to each application individually.