At a Glance
- Tasks: Lead a high-performing team to drive customer success in the finance sector.
- Company: Join First Advantage, a leader in HR technology and background screening solutions.
- Benefits: Enjoy remote work, competitive salary, health benefits, and career development opportunities.
- Why this job: Be part of a tech transformation and make a real impact on customer experiences.
- Qualifications: Experience in account management and leadership, with strong communication skills.
- Other info: Dynamic environment with opportunities for growth and innovation.
The predicted salary is between 72000 - 108000 ÂŁ per year.
We are seeking an individual located in the UK. This is a remote work from home position, and the individual is required to reside and be authorized to work in the United Kingdom. We are on the front line of recruitment, enabling organizations to hire smarter and onboard faster. At First Advantage (Nasdaq: FA), people are at the heart of everything we do. From our customers and partners to our greatest advantage — our team members. Say hello to a rewarding career and come join a leading provider of mission‑critical background screening solutions to some of the most recognized Fortune 100 and Global 500 brands.
About First Advantage: First Advantage (NASDAQ: FA) is a leading provider of global software and data in the HR technology industry. Enabled by proprietary technology and AI, First Advantage’s platforms, data, and APIs power comprehensive employment background screening, identity solutions, and verification services. Headquartered in Atlanta, GA, we have an internationally distributed workforce of about 10,000 employees spanning 17 countries. With a strong emphasis on innovation, automation, and customer success, First Advantage empowers 80,000 organizations to modernize their hiring and onboarding processes on a global scale.
What You’ll Do:
The Sr. Director of Customer Success responsible for the Finance Vertical leads a high‑performing organisation that drives value realisation, retention, and expansion across banks, insurance, payments, capital markets, and fintech customers. This executive owns the end‑to‑end post‑sales customer lifecycle—from onboarding through to renewal—ensuring operational excellence and measurable ROI aligned to finance‑specific priorities (e.g., risk & compliance, operational efficiency, customer experience, and data security). You will build the vertical strategy for a portfolio of complex enterprise accounts, partnering cross‑functionally with Sales, Operations, Product, Customer Care, and Marketing to deliver exceptional customer outcomes and sustainable revenue growth.
Responsibilities:
- Strategy & Leadership: Define and execute the finance-vertical CS strategy, segmented by sub‑vertical (banking, insurance, payments) and customer tier (strategic, enterprise, mid‑market). Build, scale, and mentor a diverse team of Customer Success Managers and Directors. Establish a value framework with finance‑relevant KPIs, outcome maps, and executive communications (QBRs). Own the renewal and net retention for your customer base (clear rules of engagement and forecast accountability).
- Customer Outcomes & Advocacy: Ensure successful onboarding and time‑to‑value with robust project governance for complex, multi‑stakeholder programs. Drive QBR cadence with key stakeholders; communicate value tied to business cases and regulatory imperatives. Drive adoption, maturity, and expansion through structured success plans, territory maps and executive sponsorship programs. Build customer advocacy (references, case studies, advisory boards) aligned to the finance ecosystem.
- Cross‑Functional Partnerships: Partner with Product on voice‑of‑customer, roadmap validation, beta programs, and finance‑grade features (security, reporting, controls). Partner with Implementation teams for onboarding, reduce time‑to‑value, and ensure high‑quality project delivery. Align with Sales teams on expansion strategies, whitespace analysis, commercial alignment, and account plans. Collaborate with Support and Engineering on incident management, major incident communications, and reliability narratives.
- Operational Excellence: Design and operationalize a CS operating model: segmentation, coverage, health scoring, success planning, QBR templates, renewals forecast, and escalation paths. Own CS budget, capacity planning, hiring plan, and productivity benchmarks.
What You May Need to be Successful:
- Bachelor's degree or equivalent work experience. MBA highly desired.
- 3+ years of related experience in Account Management.
- 2+ years of organizational leadership experience.
- 5+ years of experience managing accounts valued at over $500k (significant company experience managing complex, high‑value accounts).
- Ability to manage and lead during times of change and organizational transformation.
- Understanding how to work growth businesses in a competitive environment.
- Excellent tactical execution skills.
- Strong sense of process and the ability to innovate on process tools and conventions.
- Ability to craft detailed, well‑written communications and proposals.
- Maintain a high emphasis on teamwork, collaboration, and process innovation.
- Ability to influence others through strong verbal and written communication.
- Strategic mindset: self‑directed, organized, analytical, and have excellent problem analysis/problem‑solving skills.
- Ability to build relationships, communicate effectively throughout an organization, influence, negotiate, and establish mutually agreeable expectations.
- Diligent, resourceful, versatile, and able to multitask.
- Ability to travel at least 25%.
Preferred: Entrepreneurial style with proven ability to thrive in a dynamic, changing environment where a critical key to success is the ability to optimize and leverage limited resources.
Why First Advantage is Your Next Big Career Move: First Advantage is going through a technology transformation! We are looking for experts who are excited to work with advanced technologies and provide best‑in‑class user experiences, drive the development and deployment of scalable solutions, and smoothly guide our agile teams and clients through meaningful changes as we continue to expand our impact.
Benefits:
- Health & Wellbeing: Medical, Vision, Dental, Bike2Work Scheme, Employee Assistance Programme.
- Personal Financial Planning: Pension with employer contribution, Life Assurance and Financial and Legal Helpline.
- Personal & Family Leave: Holidays (PTO), Enhanced Maternity Leave, Sick Pay.
- Career Development: Mentoring Programme, SOAR Programme (Manager development), and Annual Performance Reviews.
What Are You Waiting For? Apply Today! You have learned a little about us today – we want to learn about you! If you think this position and our company are a great fit for your areas of interest and expertise, tell us about you by applying now!
United States Equal Opportunity Employment: First Advantage is proud to be a global leader in removing barriers and supporting our community members to ensure the changing demographics of the workforce are reflected in our hiring and employment practices. We value all of our candidates, employees, and clients, and place great emphasis on hiring and supporting qualified individuals in each role. We are an equal opportunity employer. We do not discriminate on the basis of race, color, ethnicity, ancestry, religion, sex, national origin, sexual orientation, age, citizenship status, marital status, disability, gender identity, gender expression, veteran status, genetic information, or any other area protected by applicable law.
Sr. Director Customer Success (UK Remote) in West Bridgford employer: First Advantage
Contact Detail:
First Advantage Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sr. Director Customer Success (UK Remote) in West Bridgford
✨Tip Number 1
Network like a pro! Reach out to connections in the industry, attend virtual events, and engage on platforms like LinkedIn. We can’t stress enough how important it is to make those personal connections that could lead to your next big opportunity.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. We want you to walk into that interview feeling confident and ready to showcase how you can drive customer success at First Advantage.
✨Tip Number 3
Practice your pitch! Be ready to articulate your experience and how it relates to the role of Sr. Director, Customer Success. We suggest rehearsing with a friend or in front of a mirror to nail down your delivery and ensure you highlight your leadership skills.
✨Tip Number 4
Don’t forget to follow up after interviews! A simple thank-you email can go a long way in showing your enthusiasm for the role. We believe this small gesture can set you apart from other candidates and keep you top of mind.
We think you need these skills to ace Sr. Director Customer Success (UK Remote) in West Bridgford
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Sr. Director, Customer Success role. Highlight your experience in customer success and leadership, especially in finance-related sectors. We want to see how your skills align with our mission!
Showcase Your Achievements: Don’t just list your responsibilities; share your successes! Use specific examples of how you've driven value and retention in previous roles. We love numbers, so if you can quantify your impact, even better!
Be Authentic: Let your personality shine through in your application. We’re looking for someone who fits well with our team culture, so don’t be afraid to show us who you are and what makes you passionate about customer success.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re serious about joining our team at First Advantage!
How to prepare for a job interview at First Advantage
✨Know Your Customer Success Metrics
Before the interview, brush up on key customer success metrics relevant to the finance sector. Understand how to articulate the importance of KPIs like net retention and time-to-value, as these will be crucial in your role.
✨Showcase Your Leadership Experience
Be ready to discuss your previous leadership roles and how you've built and mentored teams. Prepare specific examples that highlight your ability to drive results and foster a collaborative environment.
✨Understand the Company’s Technology
Familiarise yourself with First Advantage's technology and how it impacts customer success. Being able to speak knowledgeably about their platforms and AI capabilities will demonstrate your genuine interest and readiness for the role.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and strategic mindset. Think of past experiences where you successfully navigated challenges in customer success and be ready to share those stories.