Harvey Thomas

Customer Success Manager SaaS RegTech Scale-Up UK (Hybrid -1 day in office per week) £70k - £75k + Bonus + share options Why this role matters If you're excited by the idea of shaping how customers experience a fast-scaling RegTech platform, this role is for you. The company have just re-engineered their platform and are entering a major growth phase. You'll be at the centre of that journey, leading how clients are onboarded, supported and engaged while helping set the bar for customer success in the industry. What's in it for you A seat at the table - Work closely with founders who've already built and exited a successful consultancy. You'll influence decisions that shape the customer journey and overall growth trajectory. Real ownership - You won't just run support; you'll design the function, scale it and make it your own. Future upside - Alongside a competitive salary, the generous share option scheme means you'll share in the company's success. Cutting-edge tools - The company are embedding AI into workflows, giving you the opportunity to shape modern, scalable client engagement processes. Career-defining growth - Join at a pivotal stage where your work has visible impact on both clients and the company. What you'll be doing Ensuring clients love working with you, from onboarding through to everyday support. Leading implementation projects that get clients up and running smoothly. Building and refining scalable customer engagement processes and resources. Driving product adoption and loyalty, spotting opportunities to grow accounts. Feeding structured client insights back into product development. What you'll bring We're looking for someone who thrives at the intersection of people, process and product: Strong systems aptitude - SaaS comes naturally and you're curious about how AI can enhance client experience. A track record of delivering exceptional customer outcomes, especially in onboarding and client-facing delivery. Excellent communication skills - personable, credible and able to build trust quickly. Detail orientated in written communication and documentation. Experience in Financial Services, Compliance, RegTech or FinTech is key Why you'll love it here The team are small but very ambitious, with a proven track record in compliance and technology. You'll get the best of both worlds: the security of an award winning platform and the excitement of scale-up growth. If you're motivated by impact, influence and the chance to build something lasting, you'll feel at home. Customer Success manager, Customer Success Director, Head of Customer Success, Client engagement, client relationship, client success

Employer Overview Our client is an internationally recognised PropTech SaaS organisation who support organisations by using real-time data to provide informed decisions relating to workplace design and maximising working conditions. Job Description We are looking for a technically savvy Customer Success Manager to design and deliver a comprehensive client engagement strategy with a high focus on building/maintaining service excellence through strong and credible relationships and provide ongoing support to help them to make the most and find value in our clients products and solutions. You will monitor clients through the analysis of data, networking with internal teams and providing improvements to the quality of the customer experience through product support and handling customer complaints and feedback. The customer success manager will work closely with Account Managers helping them to deliver planned growth by ensuring high levels of customer satisfaction. Key Duties and Responsibilities Build strong, long-term relationships with client stakeholders by staying in constant communication and resolving any issues in an effective and timely way. Establishing clear client retention goals, milestones and a plan to exceed expectations and satisfaction. Conduct agreed review calls (e.g. weekly, monthly, quarterly, annually) to ensure customers optimise the products/services, ensuring service issue resolution and that customer goals are met. Develop a risk plan for each customer, proactively identifying and evaluating risk against service delivery and taking action to avoid dissatisfaction and ultimately drive retention throughout the customer life cycle. Provide support during onboarding and training to improve adoption and usage. Reviewing client related data and metrics to ensure any issues arising from adoption, trends, features, tickets etc are all positively and efficiently dealt with. Attending support calls to discuss issues with the service desk team and client pointing out metrics, trends and solutions. Review customer complaints and concerns and seek ways to improve the customer experience. In addition you should be obtaining user feedback. Promote the value of the product and new features through demonstration. Promote and demonstrate value through the customer experience. Analyse customer data to improve the customer experience. Identify and prioritise product/service updates that reflect customer requests, industry market and competitor trends and report to key stakeholders. Provide insight and relay the voice of the customer within internal teams including Product, Sales, Marketing, Operations and Technical Support. Serve as a product ambassador, educating client stakeholders on product capabilities and benefits. Frontends solutioning communication with customers designs the solution to have onboarding team implement it, here onboarding team can then be treated as Managed Services supporting Customer Success. Conduct technical challenge/solutioning sessions once the deal is landed to ensure business objectives are achieved. New Feature, Enhancement Requests from customers should also be front ended and reported by CSM Key Skills and Experience Proven work experience (3 years +) as a Customer Success Manager or similar role (e.g. Technical Account Manager, Client Relationship Manager). Experience in a Tech and/or SaaS business working closely with the products. Track record of improving customer satisfaction through a planned and structured approach. Track record of helping enterprise clients expand their usage. Experience working with brand image and promoting value through customer experience. Exceptional ability to communicate and foster positive business relationships. Technically savvy; especially relating to mobile applications, web applications and development, systems integration and product release and support requirements. Able to learn and pick up new technology quickly and be able to appreciate and explain its value to clients. Excellent personal organisation and tracking skills to deliver high volume workload accurately and on time. Experience in managing a diverse group and training each according to company standards. Educated to degree level. Outstanding communication and presentation skills (written and verbal) to all levels of an organisation across globe. Strong facilitation skills (requirements sessions, design meetings, progress and status update meetings).