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- Tasks: Manage client onboarding and drive platform adoption in a dynamic wealthtech environment.
- Company: Fast-growing UK wealthtech company focused on innovation and client success.
- Benefits: Competitive salary, pension, employee share options, and a remote work setup.
- Why this job: Join a culture of growth where your contributions truly matter and make an impact.
- Qualifications: 1-5 years in financial advice or adviser technology with strong CRM skills.
- Other info: Collaborative team environment with opportunities for personal and professional development.
The predicted salary is between 28800 - 43200 £ per year.
A fast-growing UK wealthtech company is seeking a Customer Success Executive to manage client onboarding and drive platform adoption. The ideal candidate will have 1-5 years of experience in financial advice or adviser technology, with strong CRM skills. In this remote role, you’ll collaborate across teams, foster client relationships, and contribute to a culture of growth and innovation.
The position offers competitive salary, pension, and employee share options, in an environment where your voice is valued.
Remote UK Customer Success Executive | Scale & Adoption employer: PlannerPal
Contact Detail:
PlannerPal Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Remote UK Customer Success Executive | Scale & Adoption
✨Tip Number 1
Network like a pro! Reach out to people in the wealthtech space on LinkedIn or at industry events. Building connections can lead to referrals and insider info about job openings.
✨Tip Number 2
Show off your CRM skills! During interviews, be ready to share specific examples of how you've used CRM tools to enhance client relationships. This will demonstrate your value to potential employers.
✨Tip Number 3
Prepare for behavioural questions! Think about times when you’ve successfully onboarded clients or driven platform adoption. We want to hear those success stories that highlight your experience.
✨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 about their job search.
We think you need these skills to ace Remote UK Customer Success Executive | Scale & Adoption
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your CRM skills and any relevant experience in financial advice or adviser technology to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for customer success and how you can contribute to our culture of growth and innovation. Keep it engaging and personal.
Showcase Your Communication Skills: As a Customer Success Executive, strong communication is key. In your application, demonstrate your ability to foster client relationships and collaborate across teams. We want to see how you connect with others!
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 this exciting opportunity. Don’t miss out!
How to prepare for a job interview at PlannerPal
✨Know Your Stuff
Make sure you understand the wealthtech industry and the specific challenges clients face. Brush up on your knowledge of financial advice and adviser technology, as well as the company's platform. This will help you demonstrate your expertise and show that you're genuinely interested in the role.
✨Showcase Your CRM Skills
Since strong CRM skills are essential for this position, be prepared to discuss your experience with customer relationship management tools. Share specific examples of how you've used these tools to enhance client onboarding or drive platform adoption in previous roles.
✨Emphasise Collaboration
This role involves working across teams, so highlight your ability to collaborate effectively. Think of examples where you've successfully worked with different departments or stakeholders to achieve a common goal. This will show that you can foster relationships and contribute to a culture of growth.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's culture, growth opportunities, and how they measure success in the Customer Success team. This not only shows your interest but also helps you gauge if the company is the right fit for you. Remember, interviews are a two-way street!
