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 hands-on start-up experience.
- Other info: Work in a dynamic environment with opportunities for personal and professional growth.
- Why this job: Make a real impact by saving clients money and improving advisory services.
- Qualifications: Understanding of financial advice operations and strong organisational skills.
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.
Customer Success Manager in Liverpool 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 financial advisers and their clients. With a strong focus on collaboration and innovation, employees benefit from a supportive work culture that encourages growth and learning, all while working remotely with the option to connect with the London team. Join us to be part of a mission-driven company where your contributions directly translate into significant savings for clients and a better operational experience for advice firms.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Success Manager in Liverpool
✨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! If you've got experience with client onboarding or data analytics, prepare some examples to discuss during interviews. We want to see how you can make a real impact from day one.
✨Tip Number 3
Be curious! Ask questions during your interviews about the company culture and how they approach client success. This shows you're genuinely interested and ready to dive into the role.
✨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 keen on being part of the Woven team right from the start.
We think you need these skills to ace Customer Success Manager in Liverpool
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, share examples of how you've approached problem-solving in the past. This will demonstrate your genuine curiosity and proactive mindset, 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 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 prepare some insightful questions about their operations and the challenges they face. This not only shows your interest but also demonstrates your proactive approach to problem-solving.
✨Demonstrate Your Organisational Skills
As a Customer Success Manager, you'll need to manage multiple tasks efficiently. Bring examples of how you've successfully organised projects or streamlined processes in previous roles to showcase your ability to handle the fast-paced environment.
✨Emphasise Partnership Mindset
Woven thrives on building partnerships with advisers. Be prepared to discuss how you've fostered strong relationships in the past and how you can contribute to a win/win dynamic with clients. Highlight any experience where collaboration led to significant outcomes.
