At a Glance
- Tasks: Build strong relationships with financial firms and drive client success.
- Company: Dynamic company focused on customer-centric culture and innovation.
- Benefits: Competitive salary, hybrid work model, and opportunities for personal development.
- Other info: Join a collaborative team and thrive in a supportive environment.
- Why this job: Make a real impact in the financial sector while growing your career.
- Qualifications: Degree or equivalent experience, strong relationship-building skills, and knowledge of financial services.
The predicted salary is between 50000 - 55000 £ per year.
We're looking for a strategic Customer Success Consultant to partner with financial advice firms and drive measurable client outcomes.
As a Customer Success Consultant, you will act as a trusted adviser to a portfolio of high‐value, strategically important customers within the financial advice sector. You will be responsible for building strong, senior‐level relationships, driving adoption of Defaqto's adviser products, and ensuring clients achieve measurable business outcomes.
This role combines strategic account management, insight‐led consultancy, and cross‐functional collaboration, with a strong focus on delivering impact for clients while modelling company values and contributing to a high‐performance, customer‐centric culture.
What you'll do
- Strategic portfolio management: Own and grow relationships with high‐value customers, ensuring they derive maximum value from our products.
- Consultative engagement: Use a consultative approach to understand customer goals and challenges, to then build bespoke engagement plans that drive adoption and success.
- Onboarding & education: Deliver advanced onboarding and training sessions tailored to complex customer needs.
- Data‐driven insights: Analyse engagement data and provide actionable recommendations to improve adoption and outcomes.
- Collaboration with Sales: Identify potential up‐sell opportunities, support renewals, and strengthen retention strategies.
- Influence and advocacy: Act as the voice of the customer internally, championing feedback to Product and Marketing teams.
- Culture and leadership: Serve as a role model for company values, champion better ways of working, and contribute to a positive, collaborative culture.
What you'll need to succeed:
- Qualifications/training: Degree educated, or able to demonstrate equivalent intellectual ability.
- Knowledge: Deep understanding of Customer Success principles and consultative methodologies. Strong knowledge of the UK financial services industry, including regulatory changes and advice firm structures. High level of IT literacy, including MS Office and CRM systems.
- Skills: Exceptional relationship‐building and stakeholder management skills at senior levels. Ability to influence and drive strategic conversations with decision‐makers. Strong analytical and problem‐solving skills; able to interpret data and present insights. Excellent communication and presentation skills across all mediums. Highly organised with the ability to manage complex projects and priorities.
- Experience: Proven experience managing high‐value accounts and delivering measurable improvements in engagement and retention. Track record of consultative selling or influencing change within customer organisations. Experience collaborating cross‐functionally with Sales, Product, and Tech teams.
Your approach to work:
- Act as a role model for company values and champions a positive culture.
- Comfortable working in ambiguity and driving clarity through collaboration.
- Proactive, resilient, and solutions‐focused.
- Committed to continuous learning and personal development.
- Data‐driven and results‐oriented, with a strong focus on impact.
It's also important that you live our values as these are fundamental to our purpose as an organisation, so be sure to Think Big, Be Bold, Own It, Team Up and Be A Star.
Important to know
- Location: This is a hybrid working role – you'll spend 2 days a week in our London office (Herbal Hill) working with colleagues and the other days from home.
- Right to Work: Applicants must already hold a legal right to work in the UK without time restrictions and without the need for future sponsorship. We are unable to provide Skilled Worker visa sponsorship.
Customer Success Consultant in London employer: SimplyBiz PLC
At Defaqto, we pride ourselves on being an exceptional employer that fosters a collaborative and high-performance culture. As a Customer Success Consultant in our London office, you will benefit from a hybrid working model, allowing for flexibility while engaging with a dynamic team dedicated to driving client success in the financial advice sector. We are committed to your professional growth, offering continuous learning opportunities and a supportive environment where your contributions are valued and recognised.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Success Consultant in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like SimplyBiz PLC. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Customer Success Consultant in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to SimplyBiz PLC.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on SimplyBiz PLC's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at SimplyBiz PLC
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with SimplyBiz PLC.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at SimplyBiz PLC will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former SimplyBiz PLC employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
