Relationship Manager (Client Success)

An innovative and rapidly growing fintech business is looking to strengthen its Client Success function with two Relationship Managers.

Having experienced significant growth over the past several years the business now supports a large and expanding portfolio of employer clients. As client needs evolve there is an increased demand for strategic engagement proactive communication and exceptional relationship management.

This is a relationship-led role with a commercial mindset. Youll become a trusted advisor to your clients ensuring they realise maximum value from the platform while identifying opportunities to strengthen and grow existing partnerships.

If youre passionate about client success enjoy building long-term relationships and thrive in a fast-paced environment this is an opportunity to make a meaningful impact.

• Managing a portfolio of employer clients as their primary point of contact
• Building strong relationships with key stakeholders across HR Payroll Finance and Leadership teams
• Driving client engagement product adoption and long-term retention
• Conducting regular client reviews and strategic check-ins
• Managing client escalations and coordinating internal teams to deliver solutions
• Gathering feedback and turning insights into meaningful actions
• Supporting client transitions on-boarding and expansion initiatives
• Identifying opportunities to grow existing accounts and deepen client partnerships
• Maintaining accurate client records and engagement plans within the CRM
• Contributing to a world-class client experience

• 3-5 years experience in Relationship Management Account Management Customer Success or Client Services
• Proven ability to build and maintain strong client relationships
• Experience working with senior stakeholders and decision-makers
• Strong communication and presentation skills
• Commercially minded with the ability to identify growth opportunities
• Excellent organisational and prioritisation skills
• Experience using CRM platforms to manage client portfolios
• Strong analytical ability and comfort working with client data and reporting
• A proactive solutions-focused approach

• Experience within fintech financial services employee benefits payroll or HR technology
• Exposure to client on-boarding and transition projects
• Experience managing B2B client portfolios
• Understanding of employee engagement or workforce-related solutions

• Exciting time to join a high-growth business at a ramp up stage of the journey
• This is a new role with significant client ownership and autonomy
• A collaborative entrepreneurial culture
• Opportunity to influence client success strategies
• Exposure to a growing and diverse client portfolio

Were looking for relationship builders problem solvers and go-getters who are passionate about creating exceptional client experiences and driving lasting business impact.