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. Sounds boring? 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.

As the main point of contact for clients pre, during and post, on-boarding, you will lead on employee engagement with the product, encouraging take up of the benefits on offer. 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. Daily responsibilities will include:

Taking responsibility for a portfolio of up to 50 corporate clients ranging from mid-market to blue chip
Manage initial onboarding of Pension and workplace savings schemes alongside implementation, ensuring adoption and continuous engagement
Acting as main point of contact for senior clients of the organisations in a client service capacity, constantly identifying opportunities to improve engagement with products as well as opportunities to provide more value to the relationship
Implement and design a comprehensive engagement and communications strategy tailored to, and fully adopted by, each client
Developing and maintain new collateral to support bespoke engagement campaign for launch and on-going
Work with internal Marketing Managers for campaign delivery as well as identifying opportunities for client engagement that can result in additional activity
Represent Client Success and demonstrate examples of strong member engagement in sales pitches working alongside the Sales Directors
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
Leading scheme member 1-2-1’s and providing guidance on the company’s products

Due to the technical; 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. In addition, they’d love you to have/be:

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
Able to ask the right questions and understand and capture client demographics to develop appropriate engagement plan
Analytical skills demonstrating the ability to convert business insights to actionable recommendations
A team player who is able to work in a close team based environment
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 business are exceptionally well-founded and led by a highly experienced team. 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.

S3 Associates Ltd

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Senior Client Relationship Manager