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Customer success manager (csm)

Wrexham
Permanent
Delta Capita
Customer success manager
Posted: 10 June
Offer description

Description

As a Customer Success Manager (CSM) within our Report Hub Team, you will own and grow relationships with key financial services clients, supporting their regulatory reporting operations and acting as a trusted advisor across support, product, and technology teams.

This role combines client engagement, problem-solving, and service improvement giving you direct exposure to complex financial ecosystems and high-impact client interactions.

Why Join Us

1. Work with Global financial institutions on critical regulatory reporting

2. High visibility role with direct client ownership

3. Exposure to product, technology, and regulatory change

4. Opportunity to shape service improvements and influence product direction

5. Collaborative, global working environment

6. Clear progression into Product, Technology or Client Lead Roles.

Requirements

Your Responsibilities

Client Ownership

7. Primary contact for assigned clients

8. Build strong relationships and understand client needs

9. Act as client advocate internally

Client Support & Escalation

10. Manage complex production issues and escalations

11. Coordinate with Product, Tech, and Integration teams

12. Ensure timely and high-quality resolution

Service Delivery

13. Deliver service reviews and performance reporting

14. Maintain accurate documentation and case oversight

15. Drive proactive engagement with clients

Continuous Improvement

16. Identify service and process improvements

17. Contribute to strategic initiatives and projects

18. Share knowledge and drive team development

Qualifications:

Experience in client relationship management, client support, or service delivery within financial services (typically 4–6+ years)

Nice To Have

19. Experience with regulatory reporting (EMIR, SFTR, MiFID )

20. Understanding of data flows and system integrations

21. Experience working with SaaS or platform-based solutions

How We Work: Delta Capita is an equal opportunity employer. We positively encourage applications from suitably qualified and eligible candidates regardless of age, colour, disability, national origin, ancestry, race, religion, gender, sexual orientation, gender identity and/or expression, veteran status, genetic information, or any other status protected by applicable law.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. If you require any reasonable adjustments through your interview process, please use the designated space within the application questionnaire.

This is a permanent role based in Wrexham with hybrid working. As the selection and interview process is ongoing, please submit your application as soon as possible. If your profile is selected, a member of our team will contact you within 4 weeks. For this role, a valid working permit for UK is mandatory. 

Who We Are: Delta Capita Group (a member of the Prytek Group) is a global managed services, consulting, and solutions provider with a unique combination of experience in Financial Services and technology innovation capability. Our mission is to reinvent the financial services value chain providing technology based mutualised services for financial institutions for non-differentiating services.

Our 3 offerings are:

22. Managed Services

23. Consulting & Solutions

24. Technology

 To know more about Delta Capita and our culture click here: Working at DC - Delta Capita.

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