At a Glance
- Tasks: Own client onboarding and streamline operational processes for financial advisers.
- Company: Join Woven, a pioneering fintech on a mission to save UK investors billions.
- Benefits: Competitive salary, remote work flexibility, and a chance to make a real impact.
- Other info: Work in a dynamic environment with opportunities for personal and professional growth.
- Why this job: Be at the forefront of saving clients money and shaping a start-up's success.
- Qualifications: Experience in financial advice, strong organisation skills, and a love for data.
The predicted salary is between 40000 - 55000 £ per year.
Woven is a seed-stage fintech building the data infrastructure that's been missing from UK financial advice. Our platform helps advisers uncover the savings hidden in their clients' portfolios - often thousands of pounds per client in fees - as part of our wider mission to save UK investors over £7 billion a year. We give advisers a single, normalised view of their book through Woven Analytics, and we're already partnered with around 30% of the UK platform market.
This is a broad, high-trust role working shoulder to shoulder with everyone in the business. You'll sit where commercial, operations and customer success meet - the kind of role where you'll learn how a start-up actually gets built and have a real hand in scaling it. If you like wearing several hats, asking good questions and turning messy processes into repeatable ones, you'll do well here.
What you'll do:
- Own client onboarding end to end, so every adviser firm has a smooth, confident start with Woven.
- Build and document repeatable operational pipelines, so our processes scale cleanly as we grow.
- Work directly with advice firms to identify, analyse and process client switches - work that translates into thousands of pounds saved in fees for their clients.
- Be a trusted point of contact for clients, working in genuine partnership with a win/win mindset.
What you'll bring:
- A solid understanding of how a financial advice or wealth management firm actually operates day to day.
- Strong organisation and a proactive, driven approach - you spot what needs doing and get on with it.
- Genuine curiosity and the confidence to ask questions rather than guess.
- A love of data and analytics, and an instinct for what the numbers are telling you.
- Enjoyment of working in a fast paced environment without red-tape.
- Strong Excel skills and project management experience will help you thrive.
- Knowledge of the advice process, switching platforms and investment recommendations is essential.
Why this role:
Woven is a free service to financial advisers - we only win when they do which creates a true partnership, in it together type of relationship. You'll be at the forefront of that: directly responsible for the work that saves clients real money and helps advice firms run better. It's a rare chance to make a big, visible impact early, and to learn how a start-up is built from the inside.
The details:
- Location: Remote with London office / team days.
- Reports to: Nicky, Co-founder & CEO.
- Salary: £40,000–£55,000.
Locations
Customer Success Manager in Hampshire, Portsmouth employer: Woven Advice
Woven is an exceptional employer for those seeking a dynamic role in the fintech sector, offering a unique opportunity to make a tangible impact on the financial advice landscape. With a strong focus on employee growth and collaboration, our remote-first culture allows you to work closely with a passionate team while benefiting from regular team days in London. Join us to be part of a mission-driven company that values innovation, curiosity, and the drive to save clients significant fees, all while fostering a supportive environment for personal and professional development.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Success Manager in Hampshire, Portsmouth
✨Tip Number 1
Network like a pro! Reach out to people in the fintech space, especially those who work at Woven or similar companies. A friendly chat can open doors and give you insights that might just land you an interview.
✨Tip Number 2
Show off your skills! Prepare a mini presentation or case study on how you would approach client onboarding or process improvement. This will demonstrate your proactive mindset and genuine curiosity about the role.
✨Tip Number 3
Be ready to ask questions during interviews. It shows you're engaged and eager to learn. Think about what you want to know about Woven's culture, their approach to client success, and how they measure impact.
✨Tip Number 4
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 being part of the Woven team.
We think you need these skills to ace Customer Success Manager in Hampshire, Portsmouth
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 financial advice or wealth management, and show us how your skills align with our mission at Woven.
Show Your Curiosity:We love candidates who ask questions! In your application, let us know about a time you dug deep into a problem or process. This will demonstrate your genuine curiosity and proactive approach, which are key for this role.
Highlight Your Data Skills:Since we’re all about data at Woven, make sure to showcase your Excel skills and any experience you have with analytics. Tell us how you've used data to drive decisions or improve processes in your previous roles.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to see your application and get to know you better. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at Woven Advice
✨Know Your Numbers
Since this role involves a lot of data and analytics, make sure you brush up on key financial metrics and how they impact client savings. Be ready to discuss how you've used data in past roles to drive decisions or improve processes.
✨Show Your Curiosity
Woven values genuine curiosity, so come prepared with insightful questions about their operations and the challenges they face. This shows you're not just interested in the role but also in understanding the business and its clients.
✨Demonstrate Your Organisational Skills
As a Customer Success Manager, you'll need to manage multiple tasks efficiently. Share examples from your previous experience where you successfully organised projects or streamlined processes, highlighting your proactive approach.
✨Emphasise Partnership Mindset
Woven thrives on building partnerships with advisers. During the interview, convey your understanding of what it means to work collaboratively and how you've fostered win/win relationships in your past roles.
