Principal Customer Success Manager – Banking

Role Overview

A Principal Customer Success Manager must be a proactive self-starter who maintains an owner’s mindset toward their client portfolio, partnering closely with clients to identify and meet their specific business objectives.

What You Will Do

Develop strong relationships with clients, maintain a deep understanding of our solutions and client base, and provide raving fan service.

Why It Might Be a Fit

The ideal candidate possesses strong analytical skills, excellent verbal and written communication skills, and a good working knowledge of financial regulations.

Requirements

• Strong experience in a Customer Success, Account Management, or other Client-Facing role
• Bachelor’s degree (or higher) required, or the equivalent years of industry experience
• Ability to troubleshoot and solve business and basic technical problems
• Foundational understanding of banking regulations (e.g., GDPR, FCA guidelines)
• Ability to effectively manage daily client communications, including escalations and problem management situations
• Ability to work autonomously and collaborate as part of a team
• Exceptional patience and project management skills to keep momentum alive over a 12-to-18-month adoption process
• Ability to travel occasionally (up to 25% of the time)

Benefits

• Contributory pension
• Life cover
• Income protection
• Healthcare
• Enhanced maternity and sick pay
• 26 days holiday
• A day off for your birthday
• Cycle to work scheme
• Discounted travel options
• Gym membership
• Dining and leisure discounts
• Financial & savings plans
• Mobile discounts

Tagged as: Data Analysis, Project Management