Customer Success Manager - Fintech - Remote

Customer Success Manager - Fintech Customer Success Manager (SDLC) wanted as our team is growing fast!

Calling highly motivated, bright candidates who are looking for a career at an exciting award winning FinTech firm!

Company: Wealth Dynamix

Role: Customer Success Manager

Location: London

Start Date: April 2025

Would you like to join one of the fastest growing FinTech firms in Europe? We are looking for an analytical self starter with experience in software delivery. If you are passionate about digital transformation and keen to learn about delivering the market leading Client Lifecycle Managing solution to the Wealth Management industry, apply now!

Who are we?

• Wealth Dynamix helps to relieve the burden client management issues for wealth management and private banking firms with innovative technology.
• We provide Relationship Managers with a multi-award winning digital Client Lifecycle Management (CLM) platform, offering 360-degree access to their client.
• We are a global leader in end-to-end CLM, Wealth Dynamix has offices and clients in three continents with headquarters in the UK.

What is the role?

• Onboarding Customers, assess customer needs and customise the onboarding experience.
• Customer Engagement, develop an understanding of why companies are using our products, help to build the foundations of what success looks like and support their goals through insights, and data.
• Grow and develop customer relationships to ensure loyalty.
• Be the voice of our Private Banking clients and collect customer product feedback to champion their needs with Wealth Dynamix Engineering and Product teams.
• Scaling processes, always looking for improvement in all we do to ensure happy clients.
• Building strong relationships with customers to understand their technical needs and goals.
• Providing technical support and troubleshooting assistance to customers.
• Collaborating with internal teams, such as product, engineering, and sales, to ensure technical customer needs are being met.
• Helping customers integrate and adopt the product, including providing technical guidance and training.
• Analysing customer usage data to identify trends, usage patterns, and potential technical issues.
• Developing and executing technical customer success plans to ensure customers achieve their desired technical outcomes.
• Communicating technical updates and changes to customers.
• Conducting technical customer feedback surveys and incorporating feedback into product development.
• Building and maintaining a technical customer knowledge base to improve support efficiency and effectiveness.
• Generating technical customer success metrics and reports to share with internal stakeholders.
• Ensure the security of systems, data, and people by following company security policies, reporting vulnerabilities, and maintaining a secure work environment across all settings.

Why should you apply?

• This is a fantastic opportunity to work in a growing FinTech environment with excellent career progression available.
• With a global client base the role offers an opportunity to experience a wide variety of digital transformation projects – each with their own unique requirements and opportunities.
• You will learn a lot with exposure to multiple complex client needs.

Who is best suited to this role?

• 3-5 years’ experience as a Business Analyst, Product Owner, or existing Customer Success Manager.
• A Customer-first mindset to ensure we deliver a best-in-class service
• Outstanding written and verbal communication skills.
• Relationship Driven, building trust and credibility always.
• Product driven, focusing on finding problems and suggesting solutions.
• Proactive, self-starter that's always looking to tackle new challenges.
• Self-reflective with the ability to deal with failures and look to learn and improve.
• Excellent problem solver and critical thinker

We believe we offer career defining opportunities and are on a journey that will build awesome memories in a diverse and inclusive culture. If you are looking for more than just a job, get in touch.