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- Tasks: Lead a high-performing Customer Success team and manage strategic accounts.
- Company: Fast-growing global SaaS/FinTech business with a focus on innovation.
- Benefits: Competitive salary, career growth opportunities, and a dynamic work environment.
- Other info: Join a collaborative team and make a real impact on customer relationships.
- Why this job: Shape the future of customer success in a thriving industry.
- Qualifications: Experience in B2B SaaS, FinTech, or InsurTech, especially in insurance.
The predicted salary is between 70000 - 90000 £ per year.
Do you have strong Customer Success leadership experience within B2B SaaS, FinTech or InsurTech? Comfortable acting as a player-manager, owning strategic accounts while also leading and developing a high-performing Customer Success team? We are looking for a Customer Success Lead to join a fast-growing global SaaS/FinTech business, helping shape and scale a high-impact Customer Success function. Experience within the insurance sector is highly important for this role.
What you will do as Customer Success Lead:
- Lead and develop a high-performing Customer Success team, driving performance across retention, adoption, and expansion targets
- Own a portfolio of strategic, high-value customer accounts, acting as a senior escalation point and trusted partner
- Drive customer retention, growth, and lifetime value through proactive, data-led success strategies
- Build and implement customer lifecycle frameworks, playbooks, and scalable processes
- Oversee renewal and expansion strategy, ensuring accurate forecasting and strong commercial outcomes
- Partner cross-functionally with Sales, Product, and Operations to improve customer experience and internal workflows
- Act as the voice of the customer, feeding insights into product and roadmap discussions
- Lead QBR governance, supporting customers in demonstrating ROI and long-term value
- Support operational improvements across customer workflows and service delivery
What you’ll need:
- Proven experience leading Customer Success teams in a B2B SaaS, FinTech, or InsurTech environment
- Strong experience within the insurance sector is essential
- Strong experience managing strategic, high-value customer relationships
- Track record of driving retention, expansion, and customer lifetime value
- Experience in a player-manager or hybrid leadership role
- Strong commercial mindset with a data-driven approach to decision making
- Confident communicator with the ability to influence senior stakeholders
- Experience using CRM / Customer Success platforms (e.g. Salesforce, Zendesk or similar)
- Strong problem-solving skills and ability to manage complex escalations
- Comfortable working in a fast-paced, high-growth environment
Customer Success Lead employer: Indesure Recruitment
Contact Detail:
Indesure Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Success Lead
✨Tip Number 1
Network like a pro! Reach out to your connections in the SaaS, FinTech, or InsurTech sectors. Attend industry events or webinars where you can meet potential employers and showcase your expertise in Customer Success.
✨Tip Number 2
Prepare for interviews by researching the company’s customer success strategies. Be ready to discuss how you can drive retention and expansion based on their current practices. Show them you’re not just a fit, but the perfect fit!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a thank-you email highlighting key points from your conversation. This keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply directly through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Customer Success Lead
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the Customer Success Lead role. Highlight your experience in B2B SaaS, FinTech, or InsurTech, and don’t forget to showcase your leadership skills and any relevant achievements in the insurance sector.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re the perfect fit for this role. Share specific examples of how you've driven customer retention and growth, and how you’ve led high-performing teams in the past.
Showcase Your Data-Driven Mindset: Since we love a data-driven approach, make sure to include any metrics or KPIs that demonstrate your success in previous roles. Whether it’s retention rates or customer lifetime value, numbers speak volumes!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Indesure Recruitment
✨Know Your Customer Success Metrics
Before the interview, brush up on key metrics related to customer success, such as retention rates and customer lifetime value. Be ready to discuss how you've used data to drive decisions in your previous roles, especially in the insurance sector.
✨Showcase Your Leadership Style
Prepare to talk about your experience leading teams, particularly in a player-manager capacity. Think of specific examples where you developed team members or improved performance, and be ready to share how you balance strategic account management with team leadership.
✨Understand the Company’s Product and Market
Research the company’s offerings and their position in the SaaS/FinTech landscape. Be prepared to discuss how you can leverage your experience to enhance their customer success function and contribute to their growth strategy.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to manage complex escalations. Think of past challenges you've faced and how you resolved them, particularly in high-stakes situations involving strategic accounts.