About the Company
This forward‑thinking FinTech firm has revolutionised how property finance is sourced and delivered. Their intuitive technology empowers brokers to find the right funding options faster, smarter, and more transparently than ever before, streamlining processes that once took weeks into minutes.
About the Customer Success Manager Role
As Customer Success Manager, you’ll be the heartbeat of client relationships, the expert who ensures brokers and lenders get maximum value from the platform. You’ll guide users through onboarding, optimise their experience, and help them uncover new opportunities through data, insight, and genuine partnership.
This is a proactive, commercial, and strategic role. You’ll be driving engagement, growth, and retention while playing a key part in shaping how the company continues to evolve its offering.
Customer Success Manager Key Responsibilities
* Build and maintain strong relationships with brokers, lenders, and key partners using the platform
* Onboard new clients effectively, ensuring a seamless transition and positive first impression
* Proactively monitor client usage to identify opportunities for upselling and engagement
* Act as the voice of the customer, relaying feedback and insights to internal teams
* Deliver tailored support and training to maximise platform adoption
* Collaborate with sales, product, and marketing to enhance customer success strategies
* Analyse client performance data to identify trends, risks, and opportunities
* Drive customer satisfaction, retention, and referral growth
Customer Success Manager Package & Benefits
* On‑Target Earnings: £60,000 (uncapped performance‑based bonus)
* Hybrid Working
Skills & Experience Required
* Experience working within property finance, lending, or as a mortgage/commercial broker
* Strong communication and relationship management skills
* A consultative mindset with the ability to identify customer needs and deliver tailored solutions
* Commercial acumen and confidence in speaking with senior stakeholders
* Tech‑savvy with an interest in digital platforms and innovation
* A proactive, energetic personality with a drive to make an impact
* Confident analysing data, reporting trends, and presenting insights
Why Apply?
You’ll work alongside a driven, ambitious team, have your voice heard, and directly influence the company’s growth trajectory.
If you’re coming from a lender background or have experience as a broker and you’re ready to make your mark in a high‑energy, tech‑forward environment — this is where you’ll thrive.
Apply now
Take the next step in your career with one of the most exciting names in the property finance industry.
Seniority level
Associate
Employment type
Full‑time
Job function
Sales, Finance, and Customer Service
Industries
Financial Services, Real Estate, and Insurance Agencies and Brokerages
Location
London, England, United Kingdom
#J-18808-Ljbffr