About the Company
Our client is a fast-growing digital marketing and technology business operating across multiple high-growth brands and sectors within the financial services space.
The business specialises in building and scaling digital customer acquisition strategies, alongside developing innovative technology products designed to improve lead generation, customer journeys and operational performance within regulated environments.
The Role
This role sits between client relationships, commercial growth and operational support. You will act as a key point of contact for inbound opportunities, helping manage relationships, support onboarding processes and ensure a smooth experience throughout the customer journey. You will also work closely with internal operational and technical teams, so an interest in technology, systems and digital products is important.
The business is looking for someone proactive, organised and commercially aware who enjoys building relationships, solving problems and working within a fast-moving environment. This is not a heavily scripted sales role. Instead, it would suit someone who communicates naturally, builds trust quickly and is confident managing conversations with both clients and internal teams.
Key Responsibilities:
Relationship Management & Commercial Support
- Manage inbound enquiries and opportunities
- Build strong relationships with prospective and existing clients
- Understand client requirements and support the onboarding process
- Maintain regular communication throughout the customer journey keeping clients informed, reassured and engaged
- Handle questions, concerns and requests in a professional and solutions-focused manner
- Identify opportunities to strengthen and grow client relationships
- Troubleshoot problems and coordinate internally to get them resolved
- Act as the buffer between clients and the technical/product team
Technical Understanding & Product Confidence
- Be confident getting under the hood of the business’ products, systems and services and understanding how it works from both a client and delivery perspective.
- Develop a strong working knowledge of the products, the functionality, setup requirements and technical limitations.
- Be able to explain the platforms clearly to clients, guide them through setup with confidence and answer technical questions at a practical level.
- Understand client requirements well enough to translate them into clear, actionable tasks for the development team.
- Act as the bridge between technical delivery and commercial communication, ensuring clients feel informed, supported and confident in the products.
- Work closely with the founder and developers to stay close to product updates, roadmap developments and implementation requirements.
Commercial Growth & Coordination
- Support the wider commercial team with account growth opportunities
- Help identify opportunities for additional services or support across existing accounts
- Work closely with internal teams to ensure smooth delivery and communication
- Assist with pipeline management and follow-up activity
- Reduce churn by identifying risks before they escalate
- Support the business as it continues to scale and evolve
Internal Collaboration & Operations
- Coordinate internally to ensure actions and projects are progressing effectively
- Help improve internal processes, communication workflows, the customer onboarding and customer success function
- Work closely with senior leadership and operational teams across the business
- Put structure around client communication, issue handling and account growth
What We’re Looking For:
- Strong communication and relationship-building skills
- Commercially aware with a proactive mindset
- Organised and able to manage multiple priorities confidently
- Comfortable working in a fast-paced and evolving environment
- Positive, adaptable and solutions-focused approach
- Strong attention to detail and follow-through
- An interest in technology, digital products and operational systems
- Someone who enjoys working collaboratively and taking ownership
Desirable Experience:
- Experience within account management, SDR, partnerships or commercial support roles
- Experience within digital marketing, lead generation, technology or financial services environments
- Exposure to CRM systems, digital platforms or operational systems
- Experience working within fast-growing or scale-up businesses
- Confidence learning and understanding new technology products
Why Apply?
- Opportunity to join a fast-growing business with exciting growth plans
- Collaborative and ambitious team environment
- Genuine progression opportunities as the business grows
- High level of exposure across multiple areas of the business
- Opportunity to work closely with leadership and evolving technology products
- Opportunity to help shape processes and ways of working as the company scales
This is a fantastic opportunity to join a growing business at an exciting stage of its journey, working closely with senior leadership and helping shape how client relationships, onboarding and commercial growth evolve as the company scales.