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For Companies At a Glance
- Tasks: Build strong customer relationships and ensure they get the most out of our platform.
- Company: Join a dynamic fintech company focused on transforming investing for everyone.
- Benefits: Competitive salary, health insurance, hybrid working, and generous holiday allowance.
- Why this job: Shape the future of customer success in a fast-growing tech environment.
- Qualifications: Experience in customer-facing roles and a passion for helping clients succeed.
- Other info: Collaborative culture with continuous learning and development opportunities.
The predicted salary is between 36000 - 60000 ÂŁ per year.
As Finbourne continues to scale, we are creating a dedicated Customer Success function to complement our existing onboarding, implementation, and customer support teams. This role will play a key part in ensuring customers achieve long‑term value from the Finbourne platform and grow with us over time. We are hiring a Customer Success Manager to help establish and shape Finbourne’s Customer Success capability. This is a new role and an opportunity to influence how Finbourne partners with customers beyond go‑live, ensuring successful adoption, value realisation, and long‑term retention. You will act as a trusted advisor to customers, owning the post‑implementation relationship and working closely with Product, Implementation, and Support teams to deliver an excellent end‑to‑end customer experience.
Key Responsibilities
- Customer Relationship & Value Management
- Own the ongoing relationship with a portfolio of customers post‑implementation.
- Develop a deep understanding of each customer’s business objectives, use cases, and success criteria.
- Drive platform adoption and ensure customers are realising measurable value from Finbourne.
- Act as a strategic partner, helping customers align Finbourne’s capabilities to their evolving needs.
- Adoption, Health & Retention
- Define and monitor customer health metrics, adoption indicators, and risk signals.
- Proactively identify and address risks to customer satisfaction, renewal, or expansion.
- Lead regular customer check‑ins, reviews, and success planning sessions.
- Own renewals and identify value‑led expansion opportunities and signals through usage patterns, operational pain points and business outcomes.
- Cross‑Functional Collaboration
- Work closely with Implementation and Delivery Managers to ensure a smooth transition to BAU.
- Partner with Customer Support to resolve issues efficiently and communicate trends back to the business.
- Provide structured feedback to Product and Engineering based on customer insights and usage patterns.
- Align with Sales on customer expectations, success outcomes, and growth opportunities.
- Building the Customer Success Function
- Help define Customer Success processes, playbooks, and best practices.
- Contribute to the development of success metrics, reporting, and tooling.
- Act as a voice of the customer internally, helping shape Finbourne’s customer‑centric culture.
- Support the evolution of the function as Finbourne scales.
Skills and Experience
- Experience
- Experience in Customer Success, Account Management, Consulting, or similar client‑facing roles.
- Background in B2B SaaS, fintech, financial services, or complex enterprise software environments.
- Experience managing long‑term customer relationships and driving adoption post‑go‑live.
- Comfortable working in a fast‑growing, evolving organisation where processes are still being defined.
- Skills
- Strong stakeholder management skills, including engagement with senior and technical client contacts.
- Ability to translate complex products into clear value for customers.
- Structured, proactive, and outcome‑oriented approach to customer management.
- Excellent communication and problem‑solving skills.
- Collaborative mindset with the confidence to challenge constructively.
- Interest in building and shaping new functions, not just operating within existing ones.
Just some of our benefits
- Competitive salary plus performance based bonus.
- Health & Wellbeing: A competitive health insurance policy that disregards previous medical history. This also includes dental, optical, mental health support and comprehensive cancer cover.
- Cycle to work scheme and Gym discounts: Buy a bike and cycling accessories out of your pre‑tax salary and spread the cost over 12 months, as well huge discounts off Hussle, KOBOX and Nuffield Health gyms.
- Hybrid: We have a mature attitude towards hybrid working. Whether you’re a night owl, morning person, parent, carer or simply need flexibility to work a different pattern to the norm, we’re committed to helping you be productive and work in a way that is best for you.
- Professional learning and development: External training and accreditations are supported, as well internal training and development programs.
- Maternity, paternity and adoption leave: Paid maternity, paternity and adoption leave, which includes 13 weeks full pay for maternity and adoption leave and 6 weeks full pay for paternity leave.
- Holiday: 25 days holiday plus bank holidays.
We are a young, dynamic financial technology company aiming to re‑engineer the world of investing to make it clearer, faster and more cost effective for everyone. At FINBOURNE, we offer a hugely supportive environment to build a career, with continuous learning and development opportunities. We have a collaborative culture of testing and exploring problems together to find the best evidence‑based solutions. We respect your independent thought, your intellectual curiosity and your opinion. Our solution is open, API first and developer friendly – a true first for the asset management industry.
Customer Success Manager employer: Limelight Health
Contact Detail:
Limelight Health 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 current or former employees at Finbourne on LinkedIn. Ask them about their experiences and any tips they might have for landing the Customer Success Manager role. Personal connections can give you insights that a job description just can't.
✨Tip Number 2
Prepare for the interview by understanding Finbourne's platform inside out. Dive into their website, read up on their services, and think about how you can help customers achieve long-term value. Show them you're not just another candidate; you're someone who genuinely gets what they do.
✨Tip Number 3
Practice your storytelling skills! Be ready to share specific examples of how you've driven customer success in the past. Use the STAR method (Situation, Task, Action, Result) to structure your answers and make them memorable.
✨Tip Number 4
Don’t forget to follow up after your interview! A simple thank-you email can go a long way. Mention something specific from your conversation to remind them of your fit for the role. And remember, apply through our website for the best chance!
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 managing customer relationships and driving adoption, as this is key for us at Finbourne.
Showcase Your Skills: Don’t forget to emphasise your strong stakeholder management skills and your ability to communicate complex ideas clearly. We want to see how you can translate our platform's value to customers!
Be Authentic: Let your personality shine through in your application. We’re looking for someone who can build genuine relationships with customers, so show us your collaborative mindset and problem-solving approach.
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 don’t miss out on any important updates from our team!
How to prepare for a job interview at Limelight Health
✨Know Your Customers
Before the interview, research Finbourne's customer base and their needs. Understand how the company’s platform can help them achieve their business objectives. This will show that you’re not just interested in the role, but also in the success of their customers.
✨Showcase Your Relationship Management Skills
Prepare examples from your past experiences where you've successfully managed long-term customer relationships. Highlight how you drove adoption and ensured customer satisfaction, as this is crucial for a Customer Success Manager.
✨Be Ready to Discuss Metrics
Familiarise yourself with key customer health metrics and adoption indicators. Be prepared to discuss how you would define and monitor these metrics at Finbourne, demonstrating your proactive approach to customer management.
✨Emphasise Collaboration
Since this role involves working closely with various teams, be ready to talk about your experience in cross-functional collaboration. Share specific instances where you’ve worked with product, support, or sales teams to enhance customer success.