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- Tasks: Lead the client services team and enhance the client experience from onboarding to support.
- Company: Join Plannr, a forward-thinking company revolutionising CRM for financial advisers.
- Benefits: Enjoy a competitive salary, bonuses, share options, and fully remote flexible working.
- Why this job: Be part of a smart team making a real impact in the fintech space.
- Qualifications: Experience in leading client services or delivery teams in SaaS, CRM, or fintech is essential.
- Other info: Don't worry about meeting every requirement; if this excites you, we want to hear from you!
The predicted salary is between 43200 - 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 (United Kingdom)
✨Tip Number 1
Familiarise yourself with the latest trends in CRM and SaaS solutions. Understanding what clients are looking for in these systems will help you demonstrate your knowledge during interviews and show that you're aligned with Plannr's mission.
✨Tip Number 2
Network with professionals in the fintech and CRM sectors. Engaging with industry peers can provide insights into best practices and may even lead to referrals, which can significantly boost your chances of landing the role.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully led client services or onboarding teams in the past. Highlighting your hands-on experience and problem-solving skills will resonate well with the hiring team at Plannr.
✨Tip Number 4
Showcase your ability to collaborate across departments. Since the role involves working closely with Sales and Product teams, being able to articulate how you've successfully partnered with other functions in previous roles will set you apart.
We think you need these skills to ace Client Services Team Lead (United Kingdom)
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 Plannr's mission and how you can contribute to their growth.
Showcase Leadership Skills: Emphasise your leadership experience by providing examples of how you've successfully led teams in the past. Highlight your ability to coach, problem-solve, and implement effective processes.
Demonstrate Industry Knowledge: If you have experience in adviser tech or UK financial services, make sure to mention it. This will show that you understand the industry and can bring valuable insights to the role.
How to prepare for a job interview at Plannr Technologies Limited
✨Understand the Client Journey
Familiarise yourself with the entire post-sale journey that the company offers. Be prepared to discuss how you would enhance client onboarding and adoption, as this role is all about creating a standout client experience.
✨Showcase Leadership Skills
Highlight your experience in leading teams, especially in SaaS or fintech environments. Be ready to share examples of how you've successfully managed implementation and support teams, and how you’ve driven team growth.
✨Demonstrate Problem-Solving Abilities
Prepare to discuss specific challenges you've faced in previous roles and how you resolved them. This will show your capability to handle escalations and manage strategic accounts effectively.
✨Emphasise Collaboration
Since the role involves working closely with Sales and Product teams, be ready to talk about your collaborative experiences. Share how you’ve worked cross-functionally to drive client success and improve service delivery.
