Customer Success Executive - AI WealthTech Start-up - Remote

Overview

As a Customer Success Executive at PlannerPal, you will be the face of the company for clients, ensuring they get the most value from our AI-powered platform in financial advice and wealth management.

In Short

• Own the onboarding process for new clients.
• Drive adoption and deepen platform usage within customer firms.
• Build long-term relationships with clients to enhance trust and retention.
• Identify upsell and expansion opportunities.
• Collaborate with sales and cross-functional teams.
• Contribute to continuous improvements in support tools and processes.
• Communicate effectively and empathetically with clients.
• Work independently in a remote-first environment.
• Adapt and thrive in a fast-growing start-up.
• Help shape product and commercial strategy based on client feedback.

Requirements

• 1–5 years’ experience in financial advice or adviser technology.
• Understanding of the advice process and compliance.
• Proficient in using CRM tools.
• Highly organized with a proactive mindset.
• Excellent communication skills.
• Right to work in the UK.
• Ability to work independently and collaboratively.

Benefits

• Competitive salary with pension and share options.
• Remote-first work environment.
• Regular team meet-ups to enhance collaboration.
• Opportunities for career growth.
• Supportive and transparent work culture.