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Client Services Lead

Bonus opportunities Casual work attire Clear progression plan
👉 Job description
On the hunt for Account Manager positions or Client Success Manager roles in London? Want to work for one of the UK’s leading financial consultancies? This Client Services Lead role in London could be the right fit for you - apply now!
 
Company profile - Financial consultancy
In this Account Manager job, you will join the London offices of an award-winning innovation funding consultancy, who are a certified B Corp, and a Sunday Times Best Places to Work 2024 winner!
 
This company's trusted advisers are passionate about helping innovative UK businesses to thrive. They do this by supporting access to the government’s vital grant and incentive schemes which reward UK companies who are seeking to develop, extend, or improve products, services, devices, or knowledge in a particular field.
 
The government provided £7.6bn of support to the most innovative companies in the UK in 2021-22, and this company wants to continue enabling this figure to increase year on year.
 
Job description – Client Services Lead
In this Senior Account Manager role in London, we are looking for someone to develop the Client Success Team at the firm.
 
In this role, you will be the primary point of contact for clients, ensuring their success and satisfaction throughout their R&D claims process.
 
Additionally, you will be responsible for growing the team's capabilities to explore our broader innovation services and foster relationships with their strategic partners. 
 
Key responsibilities - Client Services Lead
In this Client Success Manager role, your responsibilities will include, but not be limited to:
 
Collaborating with key teams: 
  • Working closely with Management, Business Development, Consulting, Finance, and Strategic Project teams to leverage and strengthen relationships across the entire client base.
  • Negotiating and agree renewal contracts to continuously build client relationships.
Business development and client growth: 
  • Generating new business opportunities with existing clients by identifying areas for relationship expansion and upselling services.
  • Cultivating and maintaining trusted relationships with clients to encourage referrals and develop referral opportunities. 
Client lifecycle engagement: 
  • Engaging clients proactively, regularly doing check-ins to maintain fee levels with clear communication to keep clients informed.
  • Developing trusted adviser relationships with key accounts, both internal and external stakeholders and partners.
  • Communicating the progress of monthly/quarterly initiatives to internal and external stakeholders.
  • Preparing monthly, quarterly, and annual reports and forecasts, tracking key account metrics. 
  • Assist with challenging client requests, disputes, complaints & feedback.
Job requirements - Client Services Lead
  • 2:1 from University or an equivalent qualification.
  • 2-4 years of AM/Client Success experience.
  • Experience in financial services, SMEs, funding, and/or partnership management is ideal.
  • Strong commercial awareness and great communication skills.
  • Strong ambition and self-motivation, capable of independently initiating and driving projects towards targets.
  • Exceptional organisational and project management skills with an attention to detail.
  • Flexibility to take on change, shifting tasks and priorities when circumstances dictate.
  • Eager to make an impact on the UK innovation landscape.
Looking for Account Manager jobs or Client Success Manager roles in London? Are you an experienced innovator with great client relationship management skills? Then waste no time - apply for this Account Manager job in London today!
💰 Job Benefits
  • Bonus opportunities
  • Casual work attire
  • Clear progression plan
  • Flexible schedule
  • Home office improvement incentives
  • Paid time off (holiday / sick pay)
  • Pension plan
  • Recognition & awards
  • Remote / work from home options
  • Socials / team bonding days
  • Team targets with monetary prizes
Apply
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Leading finance consultancy
Industry Finance, Banking & FinTech
Workplace Hybrid
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