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For Companies At a Glance
- Tasks: Build strong relationships with key financial institutions and guide clients through their journey.
- Company: Join a leading Fintech company shaping the future of financial technology.
- Benefits: Enjoy competitive pay, flexible hours, and a supportive team culture.
- Why this job: Make an impact in the fintech world while growing your career.
- Qualifications: Experience in customer success or account management within fintech is essential.
- Other info: Remote work opportunities with excellent professional development prospects.
The predicted salary is between 36000 - 60000 £ per year.
Wenham Carter search firm is partnered with a leading Fintech company that works with some of the most complex and influential financial services organizations worldwide; helping them maximise value from advanced Treasury & Capital Markets solutions.
We are searching for a Customer Success Executive in the UK who will:
- Own and grow relationships with a portfolio of key financial institutions
- Guide clients across their full journey - from onboarding through long term adoption and satisfaction
- Partner cross-functionally with Sales, Services, Support, and Product to drive strategic growth and retention
- Influence product direction by bringing customer feedback into the roadmap
What We're Looking For:
- Proven experience in customer success, account management, or client-facing roles within fintech, SaaS, or enterprise software.
- Knowledge of financial markets, fixed income, derivatives, forex, investment, trading, stocks
- Experience managing banks as customers
- Strong communication and relationship-building skills.
- Familiarity with CRM tools and customer success platforms is a plus.
Why Join?
- Be part of a forward-thinking company shaping the future of financial technology.
- Work remotely with flexible hours and a supportive team culture.
- Competitive compensation and benefits.
- Opportunities for growth and professional development.
Interested to learn more? Apply now with a copy of your CV and we will be in touch to arrange a discovery chat.
Customer Success Executive - Fintech | Capital Markets | Treasury employer: Wenham Carter Group
Contact Detail:
Wenham Carter Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Success Executive - Fintech | Capital Markets | Treasury
✨Tip Number 1
Network like a pro! Reach out to people in the fintech space, especially those who work at companies you're interested in. A friendly chat can open doors and give you insights that might just land you an interview.
✨Tip Number 2
Prepare for those interviews! Research the company and its products thoroughly. Knowing their offerings inside out will help you impress them with your understanding of how you can contribute to their success.
✨Tip Number 3
Showcase your skills! Use real-life examples from your past experiences to demonstrate how you've successfully managed client relationships or driven customer satisfaction. This is your chance to shine!
✨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 are proactive about their job search!
We think you need these skills to ace Customer Success Executive - Fintech | Capital Markets | Treasury
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Customer Success Executive. Highlight your experience in fintech and customer success, and don’t forget to mention any relevant skills that align with what we’re looking for!
Showcase Your Communication Skills: Since strong communication is key in this role, use your application to demonstrate how you’ve effectively built relationships in the past. Share specific examples that show off your ability to connect with clients and influence product direction.
Be Authentic: We love seeing the real you! Don’t be afraid to let your personality shine through in your application. Share your passion for fintech and how you can contribute to our mission of shaping the future of financial technology.
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to see your application and get in touch for a discovery chat!
How to prepare for a job interview at Wenham Carter Group
✨Know Your Fintech Stuff
Make sure you brush up on your knowledge of financial markets, especially fixed income and derivatives. Being able to discuss these topics confidently will show that you understand the industry and can relate to the clients you'll be working with.
✨Showcase Your Relationship Skills
Prepare examples of how you've successfully built and maintained relationships in previous roles. Think about specific instances where you guided clients through challenges or helped them achieve their goals—this is key for a Customer Success Executive.
✨Familiarise Yourself with CRM Tools
If you have experience with CRM tools or customer success platforms, be ready to talk about it! If not, do a bit of research on popular ones in the fintech space. This shows you're proactive and understand the tools that can help manage client relationships effectively.
✨Prepare for Cross-Functional Collaboration
Since the role involves partnering with various teams, think about how you've worked cross-functionally in the past. Be ready to discuss how you can influence product direction by bringing customer feedback into the mix—this will highlight your strategic thinking.
