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 where your proactive approach will shine.
- Why this job: Make a real impact by enhancing partner experiences and building lasting relationships.
- Qualifications: Experience in customer success or account management within the insurance sector.
The predicted salary is between 50000 - 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 Chelmsford employer: Hanson Lee
As a Customer Success Lead at our innovative InsurTech provider in the heart of the London Insurance Market, 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 through continuous training and development opportunities, ensuring you can thrive in your role while making a meaningful impact on our Expert partners' success. With competitive compensation and a commitment to work-life balance, this is an excellent opportunity for those looking to advance their careers in a vibrant and fast-paced environment.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Success Lead in Chelmsford
✨Tip Number 1
Network like a pro! Reach out to people in the London Insurance Market, especially those who work in customer success roles. Use LinkedIn to connect and engage with them; you never know who might have a lead on your dream job!
✨Tip Number 2
Prepare for interviews by practising common questions related to customer success and invoice management. Think about how you can showcase your problem-solving skills and relationship-building abilities – these are key in this role!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and where you can truly make an impact. Check out our website for openings that match your skills and passion for customer success.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It’s also a great chance to reiterate why you’re the perfect fit for the Customer Success Lead position.
We think you need these skills to ace Customer Success Lead in Chelmsford
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 demonstrate their ability to guide others through system-based processes, so share those experiences!
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 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 helped clients or partners overcome challenges and how you maintained their trust throughout the process.
✨Be Data Savvy
Get comfortable with data and reporting tools. Be prepared to discuss how you've used data to track performance and drive improvements in previous roles. This will show that you're proactive and solution-focused, which is key for this position.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to customer success and how they measure partner satisfaction. This not only shows your interest but also gives you a chance to demonstrate your understanding of the role and its impact.
