Customer Success Manager - FinTech

Ready to join one of the most exciting FinTech companies in property finance?This is your chance to join a fast-scaling digital platform transforming how brokers and lenders connect across the commercial and development finance market. If you thrive in a high-growth environment, love building relationships, and get a buzz from helping clients succeed, this is the opportunity you’ve been waiting for.About the CompanyThis 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 RoleAs 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 ResponsibilitiesBuild and maintain strong relationships with brokers, lenders, and key partners using the platformOnboard new clients effectively, ensuring a seamless transition and positive first impressionProactively monitor client usage to identify opportunities for upselling and engagementAct as the voice of the customer, relaying feedback and insights to internal teamsDeliver tailored support and training to maximise platform adoptionCollaborate with sales, product, and marketing to enhance customer success strategiesAnalyse client performance data to identify trends, risks, and opportunitiesDrive customer satisfaction, retention, and referral growthCustomer Success Manager Package & BenefitsBasic Salary: £45,000On-Target Earnings: £60,000 (uncapped performance-based bonus)Hybrid WorkingSkills & Experience RequiredExperience working within property finance, lending, or as a mortgage/commercial brokerStrong communication and relationship management skillsA consultative mindset with the ability to identify customer needs and deliver tailored solutionsCommercial acumen and confidence in speaking with senior stakeholdersTech-savvy with an interest in digital platforms and innovationA proactive, energetic personality with a drive to make an impactConfident analysing data, reporting trends, and presenting insightsWhy 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 and take the next step in your career with one of the most exciting names in the property finance industry.