Customer Success Manager
Woven is a seed-stage fintech building the data infrastructure that’s been missing from UK financial advice. Our platform helps advisers uncover the savings hidden in their clients’ portfolios – often thousands of pounds per client in fees – as part of our wider mission to save UK investors over £7 billion a year. We give advisers a single, normalised view of their book through Woven Analytics, and we’re already partnered with around 30% of the UK platform market.
This is a broad, high-trust role working shoulder to shoulder with everyone in the business. You’ll sit where commercial, operations and customer success meet – the kind of role where you’ll learn how a start-up actually gets built and have a real hand in scaling it. If you like wearing several hats, asking good questions and turning messy processes into repeatable ones, you’ll do well here.
What you’ll do
- Own client onboarding end to end, so every adviser firm has a smooth, confident start with Woven
- Build and document repeatable operational pipelines, so our processes scale cleanly as we grow
- Work directly with advice firms to identify, analyse and process client switches – work that translates into thousands of pounds saved in fees for their clients
- Be a trusted point of contact for clients, working in genuine partnership with a win/win mindset
What you’ll bring
- A solid understanding of how a financial advice or wealth management firm actually operates day to day
- Strong organisation and a proactive, driven approach – you spot what needs doing and get on with it
- Genuine curiosity and the confidence to ask questions rather than guess
- A love of data and analytics, and an instinct for what the numbers are telling you
- Enjoyment of working in a fast paced environment with out red-tape
- Strong Excel skills and project management experience will help you thrive
- Knowledge of the advice process, switching platforms and investment recommendations is essential
Why this role
Woven is a free service to financial advisers – we only win when they do which creates a true partnership, in it together type of relationship. You’ll be at the forefront of that: directly responsible for the work that saves clients real money and helps advice firms run better. It’s a rare chance to make a big, visible impact early, and to learn how a start-up is built from the inside.
The details
- Location: Remote with London office / team days
- Reports to: Nicky, Co-founder & CEO
- Salary: £40,000–£55,000
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