Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- 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, humble team making a real impact in the fintech space.
- Qualifications: Experience in leading client services or delivery teams in SaaS, CRM, or fintech required.
- Other info: Don't worry if you don't meet every requirement; we encourage you to apply!
The predicted salary is between 48000 - 84000 £ 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 latest trends in CRM and SaaS solutions. Understanding what financial advisers are looking for in a CRM can help you speak their language during interviews and demonstrate your industry knowledge.
✨Tip Number 2
Network with professionals in the fintech and CRM space. Attend relevant webinars or local meetups to connect with people who might provide insights or even referrals for the Client Services Team Lead position.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully led client onboarding and support teams in the past. Highlighting your hands-on experience will show that you're ready to take on the responsibilities of this role.
✨Tip Number 4
Research Plannr's current offerings and client feedback. Being able to articulate how you would enhance their client experience based on your findings will set you apart as a candidate who is genuinely interested in the company.
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, particularly in SaaS, CRM, or fintech environments. Use specific examples that demonstrate your ability to manage client journeys and lead teams.
Craft a Compelling Cover Letter: In your cover letter, express your passion for building standout client experiences. Mention how your previous roles align with the responsibilities of the Client Services Team Lead position and showcase your understanding of the company's mission.
Highlight Relevant Skills: Emphasise skills such as problem-solving, commercial acumen, and team coaching. Provide concrete examples of how you've successfully implemented processes or handled escalations in past roles.
Show Enthusiasm for the Role: Convey your excitement about the opportunity to lead a team and improve client success. Mention any specific aspects of Plannr's approach that resonate with you, demonstrating that you've done your homework on the company.
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 discuss specific challenges you've faced in previous roles and how you resolved them, showcasing your problem-solving skills and commercial savvy.
✨Demonstrate 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 explain how you would champion the client voice internally at Plannr.
