Project Manager – Customer Success

Job not on LinkedIn

November 20

Apply Now

Receive Emails with Similar Jobs

Moneyhub

WebsiteLinkedInAll Job Openings

Fintech • Finance • SaaS

Moneyhub is a financial technology company focused on improving financial wellness for individuals, businesses, and communities. The company offers a range of products and services, including personal finance management, pensions, savings, investments, and banking solutions. Moneyhub provides APIs for open banking payments and data integration, allowing developers and businesses to create custom financial solutions. With a strong emphasis on using open data, Moneyhub enables secure and efficient financial interactions. The company also offers tools for decisioning, compliance, and analytics to help clients make informed financial choices. Moneyhub is dedicated to enhancing financial wellness through innovative technology and partnerships across the financial services sector.

51 - 200 employees

Founded 2014

💳 Fintech

💸 Finance

☁️ SaaS

📋 Description

• Build and maintain trusted relationships with enterprise clients. • Lead client projects day-to-day, chasing actions, mitigating risks, and troubleshooting issues • Ensure a seamless transition from sales to delivery and ongoing support. • Facilitate client workshops and meetings, both remotely and on site. • Provide professional, proactive communication and status updates tailored to client needs. • Work closely with Sales, Product, and Engineering to deliver high-quality outcomes and identify opportunities for product improvement. • Partner with Senior Leadership Team to evolve Client Success and Support strategies in line with company goals. • Use client data and analytics to highlight trends, risks, and opportunities for improvement. • Champion the “voice of the customer” to ensure issues and opportunities are surfaced early and acted on. • Support Sales in identifying cross-sell and up-sell opportunities. • Collaborate with Finance to ensure accurate invoicing and timely payments. • Support client escalation meetings and contribute to continuous improvement based on feedback and analytics. • Contribute to business planning and prioritisation by understanding revenue, client potential, and pipeline.

🎯 Requirements

• 2+ years of experience delivering SaaS solutions, B2B in a Fintech or similar organisation. • Demonstrable understanding of fundamental delivery project management disciplines in an agile, matrix-management environment • Puts the client’s needs first, ensuring a first-class experience at every stage. • Skilled in managing multiple complex projects simultaneously. • Works effectively across teams—Sales, Product, and Engineering—to deliver results. • Uses data and insight to identify opportunities and improve performance. • Able to understand how our solutions are architected, deployed and run. Comfortable interpreting data and logs. • Keeps all stakeholders informed and engaged. • Comfortable working in fast-paced, evolving environments with enterprise clients. • Maintains a high standard of communication and client rapport.

🏖️ Benefits

• 5% company contribution towards your Pension from your very first day with us. 3% contribution from your self. • 25 days of holiday (plus bank hols), rising to 30 days after two years; • Choose to take your entitlement to UK bank holidays at other times based on your own days of significance; • Private medical insurance, including cover for pre-existing conditions, plus dental and optical benefit; • 3 Months Moneyhubber Family Pay when you become a new parent; • Permanent health insurance and life cover - much greater than the industry standard (death in service); • Employee assistance programme; • Professional development support, with dedicated allowance of time and money; • Life event leave; • Cycle to work scheme; • EV Car Scheme • £750 towards professional memberships • Remote working benefits, including work from almost anywhere, access to co-working spaces and support for your home office set-up • High spec laptop • Holiday purchase