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Remote Customer Success Executive | Scale & Adoption
Remote / Online - Candidates ideally in
Greater London, London, Greater London, W1B, England, UK
Listed on 2026-03-03
Greater London, London, Greater London, W1B, England, UK
Listing for:
PlannerPal
Remote/Work from Home
position Listed on 2026-03-03
Job specializations:
-
Customer Service/HelpDesk
CRM System, Customer Success Mgr./ CSM
Job Description & How to Apply Below
A fast-growing UK wealth tech company is seeking a Customer Success Executive to manage client onboarding and drive platform adoption. The ideal candidate will have 1-5 years of experience in financial advice or adviser technology, with strong CRM skills. In this remote role, you’ll collaborate across teams, foster client relationships, and contribute to a culture of growth and innovation. The position offers competitive salary, pension, and employee share options, in an environment where your voice is valued.
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