Customer Success Manager- Financial Services

Customer Success Manager, Pensions + Employee Benefits
£33,000 - £35,000
Leicester
Full time, Hybrid
 
Are you ambitious and looking for a new challenge?
Our client dominates the financial services industry offering bespoke SaaS solutions to companies nationally.
They have gone from strength to strength and part of this growth is to recruit an experienced customer success professional to join them on a full-time permanent basis. This opportunity will also allow the right candidate to develop into senior roles in the future.
 
The role

• Managing specific relationships with both customers and internal stakeholders


• Reviewing MI for provider(s)


• Managing and using data to ensure conversions are maximised


• Responding to customer enquiries including following up on old enquiries when necessary


• Working to deadlines, ensuring client queries are dealt with in a timely manner


• Updating client profiles always ensuring accuracy


• Working to FCA guidelines


• Supporting management with their administrative needs


• Escalating client issues with the tech team


• Following legislative guidelines when processing documentation

The candidate

• Previous experience working in Pensions/ Employee benefits is essential


• Passionate about all thing’s customer service


• Strong communication skills both written and verbal


• Strong attention to detail


• Happy to work from the office in Leicester 4 days per week

Interested? Please click 'apply’ today!