At a Glance
- Tasks: Support Expert partners in navigating the invoice management platform and ensure smooth operations.
- Company: Dynamic InsurTech provider in the London Insurance market.
- Benefits: Competitive salary up to £50,000 and opportunities for professional growth.
- Other info: Join a supportive team focused on partner success and continuous improvement.
- Why this job: Make a real impact by enhancing partner experiences and building strong relationships.
- Qualifications: Experience in customer success or account management within the insurance sector.
The predicted salary is between 45000 - 50000 £ per year.
We are partnered with a London Insurance market InsurTech provider, hiring a Customer Success Lead. As Customer Success Lead, you will be the dedicated point of contact for a portfolio of Expert partners (lawyers, engineers, loss adjusters, etc.), helping them operate confidently and efficiently within their invoice management platform. This is a relationship-first role, you will guide, support, and coach Expert partners through invoice submission processes, from onboarding right through to ongoing performance management. If you thrive on building trust with people, keeping things moving, and solving problems before they escalate, this could be a great fit.
What you'll be doing:
- You'll act as the primary point of contact for assigned Expert partners, helping them submit invoices correctly and on time.
- Day-to-day, that means onboarding new Experts onto the platform, monitoring submission activity across your portfolio, resolving queries, and ensuring data quality and compliance standards are consistently met.
- You'll also maintain accurate records of performance and feed insights back to internal stakeholders and improvement teams.
Key Responsibilities:
- Experience in a customer success, account management, or client-facing operational role within the London Insurance Market.
- Familiarity with invoice or billing workflows, and the ability to guide individuals or small firms through system-based processes.
- Excellent interpersonal and communication skills: patient, supportive, and confident working with expert practitioners.
- Strong organisation skills and the ability to manage a broad portfolio with varying levels of system familiarity.
- Proactive and solution-focused, with a genuine commitment to partner success.
- Comfortable using data and reporting tools to track performance and identify follow-up actions.
If you're looking for a role where you can make a real difference to how partners experience a platform, and you know the London Insurance Market, we'd love to hear from you.
Customer Success Lead in Basildon employer: Hanson Lee
As a Customer Success Lead at our innovative InsurTech provider in the heart of London, you'll be part of a dynamic team that values relationship-building and proactive problem-solving. We offer a supportive work culture that prioritises employee growth, with opportunities for professional development and a commitment to making a meaningful impact in the insurance market. Enjoy competitive benefits and the chance to work alongside industry experts in a vibrant city known for its rich history and diverse opportunities.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Success Lead in Basildon
✨Tip Number 1
Network like a pro! Reach out to your connections in the London Insurance Market and let them know you're on the hunt for a Customer Success Lead role. Personal recommendations can make all the difference, so don’t be shy about asking for introductions.
✨Tip Number 2
Prepare for those interviews by practising common questions related to customer success and invoice management. We suggest role-playing with a friend or using mock interview tools to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your problem-solving skills! During interviews, share specific examples of how you've helped clients navigate challenges in the past. This will demonstrate your proactive approach and commitment to partner success.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are genuinely interested in joining our team and making a difference in the customer experience.
We think you need these skills to ace Customer Success Lead in Basildon
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the Customer Success Lead role. Highlight your experience in customer success or account management, especially within the London Insurance Market. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to showcase your interpersonal skills and your passion for helping others succeed. Tell us why you’re excited about this role and how you can make a difference for our Expert partners.
Showcase Relevant Experience:When filling out your application, don’t forget to mention any familiarity you have with invoice or billing workflows. We love candidates who can guide others through processes, so share specific examples of how you've done this in the past!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Hanson Lee
✨Know Your Stuff
Make sure you brush up on the London Insurance Market and the specific challenges it faces. Familiarise yourself with common invoice management processes and be ready to discuss how you've successfully navigated similar situations in the past.
✨Showcase Your People Skills
Since this role is all about building relationships, prepare examples that highlight your interpersonal skills. Think of times when you've successfully guided clients or partners through complex processes, and be ready to share those stories.
✨Be Proactive in Problem-Solving
Demonstrate your proactive approach by discussing how you've anticipated issues before they escalated. Prepare to talk about specific instances where your solution-focused mindset made a difference for your clients or team.
✨Data-Driven Insights
Get comfortable with data and reporting tools, as you'll need to track performance and provide insights. Be prepared to discuss how you've used data in previous roles to improve processes or outcomes, and how you can apply that here.
