Senior Client Success Manager
Listed on 2026-01-17
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Sales
Client Relationship Manager, Customer Success Mgr./ CSM -
Customer Service/HelpDesk
Client Relationship Manager, Customer Success Mgr./ CSM
Join us as a Senior Client Success Manager
You’ll be managing Nat West Boxed client relationships and owning the client strategic plans to ensure clients fully optimise our services for their needs
We’ll look to you to gain a thorough understand of the client’s strategic aspirations, and identify how the Nat West Boxed existing products and pipeline can help drive client value
Hone your leadership skills in an environment where we take a real investment in your career progression
In your new role, you’ll manage your own portfolio of clients, whilst delivering outstanding client service and the highest quality customer outcomes. You’ll leverage the expertise and knowledge of Nat West Boxed and provide senior client coverage, helping to reduce churn by increasing user adoption and NPS, and assist with upselling and account expansion.
Additionally, you’ll be:
Fostering strong client relationships and supporting clients as they transition from sales prospects to active users of Nat West Boxed
Implementing the right client success metrics and KPIs to measure and report the effectiveness of client accounts
Working closely with the sales and product teams to ensure client satisfaction, acting as voice of client regarding issues/opportunities and enhancements
Making sure the client continuously sees value in the relationship by aligning on their key success criteria
Managing Client Due Diligence (CDD) and Onboarding processes, ensuring strong engagement with the clients and internal stakeholders to ensure clients are onboarded rapidly
You’ll need to have knowledge of the Banking-as-a-Service (BaaS) industry and have good relationship management, selling and influencing skills.
We also expect you to have:
An understanding of the market and client bases across the industry
Experience in senior external client exposure and influence
A proven track record in delivering financial targets
Good verbal and written communication skill
Good relationship management skills
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