Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Guide customers to maximise their Spendesk experience and ensure satisfaction.
- Company: Join a dynamic fintech company focused on customer success and innovation.
- Benefits: Flexible remote work, health insurance, gym pass, and great office snacks.
- Other info: Diverse and inclusive culture where every background is celebrated.
- Why this job: Make a real impact by helping customers thrive with cutting-edge financial solutions.
- Qualifications: 1+ year as a CSM or finance experience; strong communication and analytical skills.
The predicted salary is between 40000 - 50000 £ per year.
About the Role
As a Customer Success Manager, you guide customers towards their optimal usage of Spendesk with a consultative approach to ensure retention, satisfaction and expansion.
Key Responsibilities
- Develop strong relationships with day-to-day users and key decision makers
- Advise customers on best practices and optimization strategies
- Maintain high customer satisfaction (NPS)
- Mitigate churn risk
Internal Responsibilities
- Be the voice of the customer to Product and Marketing teams
- Provide feedback for product improvements and feature requirements
- Support the launch of new features to specific customer segments
- Collaborate with Sales and Marketing teams
KPIs
- Customer & MRR retention
- NPS
- Portfolio net growth (NRR)
- Advocacy (referrals, testimonials, quotes)
Qualifications
- You have minimum 1 year experience as a CSM in a Saas environment or you have experience in Finance and wish to transition as a CSM (i.e. accounting)
- Excellent communication and consultative approach
- Ability to independently manage a customer portfolio
- Analytical mindset and attention to detail
- Passion for customer experience
- Experience in Fintech or Finance teams is a strong plus
Benefits
- Flexible on-site policy: 4 days per month remote (non-accumulative) and 3 full weeks remote per year (non-consecutive)
- Lunch 60% funded by Spendesk (Swile Card)
- Alan Premium health insurance
- A Gymlib pass to let off steam after a productive day at work
- Access to Moka.care for emotional and mental health wellbeing
- Latest Apple equipment
- Great office snacks to fuel your day
- A positive team to work with daily!
Diversity & Inclusion
At Spendesk, we’re committed to fostering an environment where all differences are encouraged, supported and celebrated. We’re building our culture for everyone, with everyone. Our goal is to attract and build a diverse, equal and inclusive team, where everyone feels welcome and we truly embrace and encourage people from all backgrounds to apply.
Customer Success Manager (CSM) - Finance/Fintech - UK employer: Spendesk, Inc.
Contact Detail:
Spendesk, Inc. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Success Manager (CSM) - Finance/Fintech - UK
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Spendesk on LinkedIn. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.
✨Tip Number 2
Prepare for the interview by understanding Spendesk's product inside out. Think about how you can help customers optimise their usage and be ready to share your ideas on improving customer satisfaction.
✨Tip Number 3
Show off your analytical skills! Be ready to discuss how you've used data in past roles to improve customer retention or satisfaction. Numbers speak volumes, especially in a CSM role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining the Spendesk team.
We think you need these skills to ace Customer Success Manager (CSM) - Finance/Fintech - UK
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Customer Success Manager role. Highlight your experience in SaaS or Finance, and show us how your skills align with our mission at Spendesk.
Showcase Your Communication Skills: As a CSM, communication is key! Use your application to demonstrate your consultative approach and ability to build relationships. We want to see how you can connect with customers and drive satisfaction.
Be Data-Driven: We love an analytical mindset! Include any relevant metrics or KPIs from your previous roles that showcase your success in customer retention and portfolio growth. Numbers speak volumes!
Apply Through Our Website: Don’t forget to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at Spendesk, Inc.
✨Know Your Customer Success Basics
Brush up on the fundamentals of customer success management, especially in a SaaS environment. Be ready to discuss how you’ve built relationships with customers and helped them optimise their usage of products. This will show your understanding of the role and its importance.
✨Showcase Your Communication Skills
As a CSM, communication is key! Prepare examples of how you've effectively communicated with both users and decision-makers. Think about times when your consultative approach led to improved customer satisfaction or retention.
✨Demonstrate Your Analytical Mindset
Be prepared to discuss how you analyse customer data to identify trends and mitigate churn risk. Bring examples of how your attention to detail has helped improve customer experiences or contributed to portfolio growth.
✨Align with Their Values
Spend some time understanding Spendesk’s commitment to diversity and inclusion. Be ready to share how you can contribute to a positive team culture and support their mission of building an inclusive environment. This shows you’re not just a fit for the role, but also for the company.