Role: Financial Institutions Customer Success Manager
Department: Commercial
Location: Head Office, Crickhowell
Start Date: ASAP
Contract Type: Full-Time, Fixed Term (6 months)
A new opportunity has become available within the Commercial Department for the role of Financial Institutions Customer Success Manager. This is a 6-month fixed term contract, ideally suited for someone ready to step into a customer-facing role and hit the ground running.
We are looking for a driven and organised individual to manage day-to-day operations across a portfolio of key Financial Institution clients. The successful candidate will work closely with the FI Account Manager and Head of FI to ensure exceptional service delivery, drive operational improvement, and support client engagement and satisfaction.
Key Responsibilities:
Act as the day-to-day contact for BAU (Business As Usual) support across multiple Financial Institution accounts.
Manage relationships with key clients, ensuring timely resolution of queries and service excellence.
Coordinate with internal teams to ensure SLA adherence and operational efficiency.
Lead or support client service reviews and ensure timely, accurate MI reporting.
Conduct internal estate analysis to identify process improvements and revenue opportunities.
Champion the voice of the customer, advocating for client needs internally.
What We're Looking For:
Experience in customer-facing or operational roles
Strong communication and interpersonal skills.
Excellent problem-solving and organisational abilities.
A proactive mindset and the ability to work both independently and collaboratively.
Hours: Monday - Friday, 40 hours per week
Job Type: Fixed term contract
Contract length: 6 months
Pay: From £25,000.00 per year
Benefits:
Company pension
Life insurance
On-site parking
Ability to commute/relocate:
Crickhowell NP8: reliably commute or plan to relocate before starting work (required)
Experience:
Account management: 2 years (required)
Customer support: 2 years (required)
Licence/Certification:
Driving Licence (required)
Work Location: In person