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 problem-solving skills will shine.
- 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 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 Essex 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 prioritises relationship-building and partner success. We offer a supportive work culture that values collaboration and personal growth, alongside competitive benefits and opportunities for professional development within the thriving London Insurance Market. Join us to make a meaningful impact while enjoying the unique advantages of working in one of the world's leading financial hubs.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Success Lead in Essex
✨Tip Number 1
Network like a pro! Reach out to people in the London Insurance Market, especially those who work in customer success or related 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 specific to customer success roles. Think about how you can showcase your experience with invoice management and relationship-building. We recommend role-playing with a friend to boost your confidence!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. Mention something specific from the interview to remind them of your conversation and keep you top of mind.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might be perfect for you. Plus, applying directly shows your interest and commitment to joining our team at StudySmarter.
We think you need these skills to ace Customer Success Lead in Essex
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 the StudySmarter team!
How to prepare for a job interview at Hanson Lee
✨Know Your Stuff
Make sure you understand the ins and outs of the London Insurance Market. Brush up on common invoice management processes and be ready to discuss how you've successfully navigated similar challenges in the past.
✨Showcase Your People Skills
This role is all about building relationships, so be prepared to share examples of how you've built trust with clients or partners. Highlight your communication style and how you adapt it to different personalities.
✨Be Proactive
Demonstrate your proactive approach by discussing times when you've anticipated issues before they arose. Share specific examples of how you’ve solved problems for clients and improved their experience.
✨Data-Driven Mindset
Since you'll be using data to track performance, come prepared to talk about your experience with reporting tools. Mention any metrics you've used to measure success and how you've leveraged data to drive improvements.