Customer Success Manager

  • £30000 - £45000 per annum + + commission + benefits
  • City of London, London
  • Permanent

This client is revolutionizing the financial education landscape worldwide! They believe in empowering individuals to take control of their money and transform their lives. As a global financial education platform, they combine cutting-edge behavioral psychology and data-driven insights to provide personalized and engaging financial knowledge. With an impressive client roster including PayPal, Facebook, Boeing, and BlackRock, they are transforming financial literacy in over 100 countries!

Job Description:

Are you ready to make a real impact? Join this vibrant team as a Client Success Manager and be at the forefront of driving client adoption, boosting engagement, and ensuring unparalleled client satisfaction. As a Client Success Manager, you will collaborate closely with their Senior Client Success Managers and Directors to define impact outcomes and implement strategies to deliver exceptional results.


  • Ignite engagement and drive adoption across your portfolio of clients, unleashing their financial potential and ensuring their ongoing success.
  • Consult with clients to align our platform with their business and well-being strategies, enabling them to achieve their goals.
  • Forge strong partnerships with key client contacts, creating an atmosphere of trust and collaboration.
  • Inspire clients through data-driven insights and recommendations shared in Quarterly Business Reviews.
  • Fuel our growth by curating client satisfaction feedback, showcasing impactful case studies, and securing referrals.
  • Identify exciting upselling opportunities within your client portfolio, expanding their engagement with our unique offerings.
  • Maximize the power of our platform features to effectively communicate and deliver rewards and well-being initiatives.
  • Become an expert on our platform, delivering captivating training demonstrations that leave clients amazed.
  • Collaborate closely with our Product and Support teams, harnessing user feedback to drive continuous improvement.


  • Fuel your success with 1-3 years of experience in B2B Client Management or Client Success roles.
  • Harness your knowledge of the well-being, reward, Leanring & Development and benefits market to propel client satisfaction to new heights.
  • Leverage your hands-on experience with CRM platforms to achieve outstanding results.
  • Showcase exceptional communication and stakeholder management skills to foster strong advisory relationships with clients.


  • Enjoy a competitive salary that recognizes your talent and dedication.
  • Embark on a journey of continuous growth with our financial education programs.
  • Empower yourself with a personal learning and development allowance.
  • Take advantage of 25 days of annual leave, and even your birthday off to celebrate!
  • Secure your future with our company pension scheme.
  • Rest easy with Life Assurance and Critical illness cover.
  • Stay healthy with Private Medical Insurance cover.
  • Join our regular company socials and well-being activities.
  • Embrace a flexible working environment that empowers you to thrive.
  • Unlock unparalleled career growth opportunities through exposure to all areas of the company.

Sphere Digital Recruitment currently have a variety of job opportunities across digital so feel free to get in touch with us to find out how we can help you. Please take a look at our website.

Sphere is an equal opportunities employer. We encourage applications regardless of ethnic origin, race, religious beliefs, age, disability, gender or sexual orientation, and any other protected status as required by applicable law.

If you require any adjustments or additional support during the recruitment process for any reason whatsoever, please let us know.

Matt Demain Associate Director - Technology Vendors and Media

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Sphere Digital Recruitment 2022
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