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- Tasks: Lead the client services team and enhance the client experience from onboarding to support.
- Company: Plannr is revolutionising CRM for financial advisers with user-friendly solutions.
- Benefits: Enjoy a competitive salary, bonuses, share options, and fully remote flexible working.
- Why this job: Join a smart team making a real impact in the fintech space while owning client success.
- Qualifications: Experience leading client services in SaaS, CRM, or fintech; strong problem-solving skills required.
- Other info: No need to meet every requirement; if this excites you, we want to hear from you!
The predicted salary is between 48000 - 72000 £ per year.
We’re Plannr, and we’re building the CRM financial advisers actually want to use. No clunky back-office legacy systems. No endless tickets. Just seamless onboarding, happy clients and scalable success. Now we’re looking for a Client Services Lead to run the show across onboarding, implementation, support, and account management - and help us build a standout client experience as we scale.
What you’ll do:
- Own the full post-sale journey - from discovery to adoption
- Lead and grow the team across Implementation, Support & Data Migration
- Launch new Account Management and Customer Success functions
- Segment clients, define tiered service models, and track success metrics
- Handle escalations and strategic accounts with confidence
- Build out toolkits, playbooks and automation to scale service
- Collaborate with Sales and Product to drive usage and upsell
- Champion the client voice internally and constantly push for better
What we’re looking for:
- You’ve led onboarding, client services or delivery teams at a SaaS, CRM or fintech company
- You’re hands-on with clients, commercially savvy, and love scaling good process
- You’re comfortable wearing multiple hats - team coach, delivery lead, problem solver
- Bonus if you’ve worked with adviser tech or UK financial services
What’s on offer:
- High-impact leadership role with full ownership of client success
- Smart, humble people building something meaningful
- Competitive salary + bonus + share options
- Fully remote & flexible working
Interested? You don’t need to tick every box - if this sounds like your kind of role, please apply.
Contact Detail:
Plannr Technologies Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Team Lead
✨Tip Number 1
Familiarise yourself with the CRM and SaaS landscape, especially focusing on client services and onboarding processes. Understanding the specific challenges and solutions in these areas will help you demonstrate your expertise during discussions.
✨Tip Number 2
Network with professionals in the fintech and adviser tech sectors. Engaging with industry peers can provide insights into best practices and trends, which you can leverage to showcase your knowledge and passion for the role.
✨Tip Number 3
Prepare to discuss your experience in leading teams and managing client relationships. Be ready to share specific examples of how you've successfully scaled processes or improved client satisfaction in previous roles.
✨Tip Number 4
Research Plannr's current offerings and client feedback. Being able to speak about their product and how you can enhance the client experience will show your genuine interest and commitment to contributing to their success.
We think you need these skills to ace Client Services Team Lead
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client services, onboarding, and team leadership. Use specific examples from your past roles that demonstrate your ability to manage client relationships and drive success.
Craft a Compelling Cover Letter: In your cover letter, express your passion for building standout client experiences. Mention how your background in SaaS, CRM, or fintech aligns with the role and how you can contribute to Plannr's mission.
Showcase Your Leadership Skills: Provide examples of how you've successfully led teams in previous positions. Highlight your ability to coach, problem-solve, and implement processes that enhance client satisfaction and operational efficiency.
Demonstrate Industry Knowledge: If you have experience in adviser tech or UK financial services, make sure to mention it. Show that you understand the industry and can bring valuable insights to the role at Plannr.
How to prepare for a job interview at Plannr Technologies Limited
✨Showcase Your Leadership Skills
As a Client Services Team Lead, you'll need to demonstrate your ability to lead and grow teams. Prepare examples of how you've successfully managed onboarding or client services teams in the past, highlighting your leadership style and the impact it had on team performance.
✨Understand the Client Journey
Familiarise yourself with the full post-sale journey, from discovery to adoption. Be ready to discuss how you would enhance this process at Plannr, and share any innovative ideas you have for improving client experiences and success metrics.
✨Be Ready to Discuss Problem-Solving
In this role, you'll be expected to handle escalations and strategic accounts. Prepare to talk about specific challenges you've faced in previous roles and how you resolved them, showcasing your problem-solving skills and commercial savvy.
✨Highlight Your Collaboration Skills
Collaboration with Sales and Product teams is key to driving usage and upselling. Think of examples where you've successfully worked across departments to achieve a common goal, and be prepared to discuss how you would champion the client voice internally at Plannr.
