Job Description
Our client is a rapidly scaling FinTech with the mission of making everyone, everywhere, comfortable with the world of savings and investments by providing employers with the means to encourage healthy financial habits across their employee population. Maybe in the past, but as the world of work evolves and the global talent pool shrinks, technology is providing the tools for companies to reward and empower their most valuable asset – their people. This is a huge area of growth and they are leading the pack with financial products that are making waves, particularly in employer-sponsored Pensions and Workplace Savings. Business wins have been amazing and, to help them effectively manage the ongoing relationship with onboarded clients, we are looking for Senior Client Relationship Manager to join their team to nurture and maintain long-term relationships. You will act as the voice of the company and ambassador of their brand, delivering education and guidance to employers and identifying opportunities to expand a clients’ benefits offering in the areas of Pensions and Investments. As the company are firmly in scale-up mode (with amazing financial backing btw), the role will be varied, client-centric and highly consultative. Manage initial onboarding of Pension and workplace savings schemes alongside implementation, ensuring adoption and continuous engagement Work with internal Marketing Managers for campaign delivery as well as identifying opportunities for client engagement that can result in additional activity Collaborate with your peers in Customer Success, Sales, Product, Customer Service and Marketing on service improvement initiatives Lead in account planning sessions and regular service reviews with both internal teams and client's key stakeholders nature of the role, it is essential that successful applicant comes from a background in Pensions or Employee Benefits with a good technical understanding of both. 3 years minimum experience in CSM or Account Management within the Pension or Employee Benefits sector ~ Genuine passion for Financial Health & Wellbeing, and the part technology can play in promoting and supporting this ~ Proven experience of stakeholder management of up to 40+clients and history of being able to manage and prioritise multiple tasks ~ Strong communicator and public speaker with the ability to translate financial jargon to non-financial people and to large audiences ~ Happy to be in the London office 2+ days a week ~ A willingness to travel within the UK on occasion (the company are moving away from this model and towards virtual client meetings and presentations) In return, the company offers a basic salary of £60,000 - £75,000 plus KPI and performance bonus (OTE £75-£90K) and a competitive benefits package that is constantly evolving. The Client Success Team will be growing steadily over the next 18 months and, as this is a senior role within the team, prospects for career progression are incredibly strong.