Customer Sucsess Manager

We have an exciting opportunity for a Client Success Manager to join the growing team at an established Employee Benefits firm on a fully remote working basis. This role is ideal for someone who thrives in a client-focused environment and is passionate about delivering exceptional service while helping clients maximise the value of their employee benefits offering.

You will be responsible for managing and developing a portfolio of clients, ensuring high levels of satisfaction, engagement and retention. Working closely with internal teams, you will identify opportunities to expand relationships, support product engagement, and deliver a seamless client experience.

Key Responsibilities

Client Management

• Manage and grow a portfolio of existing B2B clients.
• Act as the primary point of contact for clients, responding to queries promptly in line with agreed SLAs.
• Build strong relationships to ensure client satisfaction, retention and engagement.
• Conduct regular client review meetings to discuss performance, engagement and strategic opportunities.

Business Growth

• Identify cross-sell and up-sell opportunities across the Employee Benefits product range.
• Achieve KPIs that support the overall growth of the business.
• Support product launches and engagement initiatives through employer and employee webinars.
• Manage and process client renewals within your portfolio.

Operational Excellence

• Maintain accurate client records and ensure CRM systems are updated at all times.
• Support clients with queries or issues, ensuring timely resolution.
• Collaborate with internal teams to ensure smooth administration and service delivery.
• Attend virtual internal and external meeting

To be considered for this role you must have previous experience working within a client facing B2B role within the Financial Services sector and experience of working with Employee Benefits or Pensions would be an advantage.

In Return

• Fully remote working
• Good salary and Bonus
• Excellent internal career progression opportunities

Please quote 52269 when calling Sarah at Alexander Lloyd or email them at sha@alexanderlloyd.co.uk. This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.

Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website www.alexanderlloyd.co.uk for any other roles which may be of interest.