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 experience in a start-up.
- Other info: Work closely with the co-founder and gain invaluable insights into start-up growth.
- Why this job: Make a real impact by saving clients money and improving their financial advice experience.
- Qualifications: Understanding of financial advice operations, strong organisation, and data analysis 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 Sheffield 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-friendly work culture fosters innovation and allows you to work closely with a passionate team dedicated to saving clients significant fees. Join us to be part of a mission-driven company where your contributions are valued and your professional development is supported.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Success Manager in Sheffield
✨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
Prepare for the interview by understanding Woven's mission and how your skills align with their goals. Show them you're not just another candidate; you're someone who genuinely cares about saving clients money and improving processes.
✨Tip Number 3
Practice your storytelling! Be ready to share examples of how you've successfully managed client relationships or streamlined processes in the past. This will help you stand out as a candidate who can make a real impact.
✨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 serious about joining the Woven team.
We think you need these skills to ace Customer Success Manager in Sheffield
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 your genuine curiosity has led you to uncover insights or improve processes in previous roles. It’s all about that win/win mindset!
Highlight Your Data Skills:Since we’re all about data at Woven, make sure to showcase your love for analytics. Mention any relevant Excel skills or project management experience that can help us see how you can thrive in a fast-paced environment.
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 get the ball rolling on your journey with Woven. We can’t wait to hear from you!
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 portfolios. 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.
