Customer Success Manager (CSM) - Finance/Fintech - UK in London
Customer Success Manager (CSM) - Finance/Fintech - UK

Customer Success Manager (CSM) - Finance/Fintech - UK in London

London Full-Time 40000 - 50000 £ / year (est.) No home office possible
Spendesk, Inc.

At a Glance

  • Tasks: Guide customers to maximise their use of Spendesk and ensure satisfaction.
  • Company: Spendesk, a dynamic fintech company focused on customer success.
  • Benefits: Flexible remote work, health insurance, gym pass, and great office snacks.
  • Other info: Join a diverse team committed to inclusivity and personal growth.
  • Why this job: Make a real impact by helping customers thrive with innovative financial solutions.
  • Qualifications: 1 year of CSM experience or finance background; strong communication 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 in London employer: Spendesk, Inc.

Spendesk is an exceptional employer that prioritises employee well-being and professional growth, offering a flexible work environment with generous remote working options. Our commitment to diversity and inclusion fosters a supportive culture where every team member can thrive, while our focus on customer success ensures that you will play a vital role in shaping the future of finance technology. With benefits like premium health insurance, wellness support, and a collaborative team atmosphere, Spendesk is the ideal place for those seeking meaningful and rewarding employment in the fintech sector.
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 in London

✨Tip Number 1

Network like a pro! Reach out to current or former employees in the finance or fintech sectors. They can give you insider tips on what it’s really like to work at Spendesk and might even refer you for the role.

✨Tip Number 2

Prepare for the interview by practising your consultative approach. Think of scenarios where you've successfully guided customers or improved their experience. We want to see how you can bring that passion for customer success to our team!

✨Tip Number 3

Show off your analytical skills! Be ready to discuss how you've used data to drive customer satisfaction or retention in your previous roles. This will demonstrate your fit for the Customer Success Manager position.

✨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, we love seeing candidates who take the initiative to connect directly with us.

We think you need these skills to ace Customer Success Manager (CSM) - Finance/Fintech - UK in London

Customer Relationship Management
Consultative Selling
Customer Satisfaction Management
Churn Mitigation
Product Feedback
Feature Launch Support
Collaboration with Sales and Marketing
Analytical Mindset
Attention to Detail
Experience in SaaS
Experience in Finance or Fintech
Communication Skills
Portfolio Management
Customer Experience Passion

Some tips for your application 🫡

Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in customer success, especially in a SaaS or finance environment. We want to see how your skills align with our needs!

Showcase Your Communication Skills: As a Customer Success Manager, communication is key! Use your application to demonstrate your ability to convey complex ideas clearly and effectively. We love seeing examples of how you've built relationships in the past.

Highlight Your Analytical Mindset: We value attention to detail and an analytical approach. Share specific instances where you've used data to drive decisions or improve customer satisfaction. This will show us you’re the right fit for the role!

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 drive decisions. Share specific instances where your attention to detail helped mitigate churn risk or contributed to portfolio growth. This will highlight your analytical skills and your ability to manage a customer portfolio.

✨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. This shows that you’re not just a fit for the role, but also for the company’s ethos.

Customer Success Manager (CSM) - Finance/Fintech - UK in London
Spendesk, Inc.
Location: London

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