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For Companies At a Glance
- Tasks: Lead client onboarding and support, ensuring exceptional customer experiences.
- Company: Fast-scaling RegTech platform with a focus on innovation and growth.
- Benefits: Competitive salary, bonus, share options, and hybrid work model.
- Why this job: Shape the future of customer success in a dynamic tech environment.
- Qualifications: Experience in SaaS, excellent communication skills, and a passion for client engagement.
- Other info: Join a small, ambitious team with significant career growth opportunities.
The predicted salary is between 60000 - 75000 £ per year.
Customer Success Manager
SaaS | RegTech Scale-Up | UK (Hybrid -1 day in office per week)
£70k – £75k + Bonus + share options
Why this role matters
If you’re excited by the idea of shaping how customers experience a fast-scaling RegTech platform, this role is for you. The company have just re-engineered their platform and are entering a major growth phase. You’ll be at the centre of that journey, leading how clients are onboarded, supported and engaged while helping set the bar for customer success in the industry.
What’s in it for you
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A seat at the table – Work closely with founders who’ve already built and exited a successful consultancy. You’ll influence decisions that shape the customer journey and overall growth trajectory.
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Real ownership – You won’t just run support; you’ll design the function, scale it and make it your own.
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Future upside – Alongside a competitive salary, the generous share option scheme means you’ll share in the company’s success.
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Cutting-edge tools – The company are embedding AI into workflows, giving you the opportunity to shape modern, scalable client engagement processes.
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Career-defining growth – Join at a pivotal stage where your work has visible impact on both clients and the company.
What you’ll be doing
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Ensuring clients love working with you, from onboarding through to everyday support.
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Leading implementation projects that get clients up and running smoothly.
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Building and refining scalable customer engagement processes and resources.
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Driving product adoption and loyalty, spotting opportunities to grow accounts.
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Feeding structured client insights back into product development.
What you’ll bring
We’re looking for someone who thrives at the intersection of people, process and product:
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Strong systems aptitude – SaaS comes naturally and you’re curious about how AI can enhance client experience.
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A track record of delivering exceptional customer outcomes, especially in onboarding and client-facing delivery.
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Excellent communication skills – personable, credible and able to build trust quickly.
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Detail orientated in written communication and documentation.
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Experience in Financial Services, Compliance, RegTech or FinTech is key
Why you’ll love it here
The team are small but very ambitious, with a proven track record in compliance and technology. You’ll get the best of both worlds: the security of an award winning platform and the excitement of scale-up growth. If you’re motivated by impact, influence and the chance to build something lasting, you’ll feel at home.
Customer Success manager, Customer Success Director, Head of Customer Success, Client engagement, client relationship, client success
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Customer Success Manager employer: Harvey Thomas
Contact Detail:
Harvey Thomas Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Success Manager
✨Tip Number 1
Network like a pro! Reach out to people in the industry, especially those already working in customer success roles. Use platforms like 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. Think about how you can showcase your experience in onboarding and client engagement. We recommend role-playing with a friend to boost your confidence!
✨Tip Number 3
Showcase your passion for the company’s mission during interviews. Research their platform and think about how you can contribute to shaping the customer journey. This will help you stand out as someone who truly cares about their 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 proactive and take the initiative to connect directly with us.
We think you need these skills to ace Customer Success Manager
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Customer Success Manager role. Highlight your experience in onboarding and client engagement, as well as any relevant skills in SaaS and RegTech. We want to see how you can shape customer experiences!
Showcase Your Communication Skills: Since excellent communication is key for this role, use your application to demonstrate your writing prowess. Be personable and credible in your tone, and make sure your documentation is clear and detail-oriented. This is your chance to shine!
Highlight Your Systems Aptitude: We’re looking for someone who gets SaaS and is curious about AI. In your application, mention any relevant tools or systems you've worked with that enhance client experiences. Show us how you can drive product adoption and loyalty!
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to keep track of your application and ensure it gets the attention it deserves. We can’t wait to see what you bring to the table!
How to prepare for a job interview at Harvey Thomas
✨Know the Company Inside Out
Before your interview, dive deep into the company’s mission, values, and recent developments. Understand their RegTech platform and how it stands out in the market. This will not only show your enthusiasm but also help you tailor your answers to align with their goals.
✨Showcase Your Customer Success Experience
Prepare specific examples from your past roles where you’ve successfully onboarded clients or improved customer engagement. Highlight your ability to drive product adoption and loyalty, as this is crucial for the role. Use metrics to demonstrate your impact whenever possible.
✨Demonstrate Your Systems Aptitude
Since the role requires a strong systems aptitude, be ready to discuss your experience with SaaS platforms and any AI tools you've used. Share how you’ve leveraged technology to enhance client experiences and streamline processes, as this will resonate well with the interviewers.
✨Ask Insightful Questions
Prepare thoughtful questions that reflect your understanding of the role and the company’s growth phase. Inquire about their vision for customer success and how they plan to integrate AI into their workflows. This shows your genuine interest and helps you assess if the company is the right fit for you.
