Client Success Associate

A fantastic opportunity to thrive and grow within our very talented, award winning team! You will be at the centre of the whole company & will form strong relationships with internal teams & clients

About our role

Job type: Permanent Full time

Role: Client Success Associate

Industry: Financial Technology

Company size: 82 team members

Company type: Private


Job description

Remote details –

Preferred Timezone: (GMT) London, United Kingdom

08:30 – 5:00 or 9:00 -5:30 shifts on a rota

Job description

To provide our clients with a first- class service.

Ensure our clients understand the full breadth of our offering and provide relevant support, guidance and training (phone, Webex, onsite)

 What you’ll do all day:

 The role will be varied. You will be the first point of contact for our clients via the telephone and via incoming cases into the Salesforce support queue. You will be at the centre of the whole company and will form strong relationships with all internal teams. You will be responsible for training via WebEx with your focus being onboarding clients and assisting them with their adoption of Dynamic Planner Elements. There will be a proactive/account management element to the role as needed. As we progress to support our clients digitally, you will be involved in supporting the Digital Training Manager with ideas and input. As we move to one system you will work with our clients as they adopt this.  Putting the client first is at the heart of everything we do, there is room for progression and growth within the role for the right candidate.

 We will be a great match if you: Examples below

- Are based in the United Kingdom.

- Thrive when working as part of a team to achieve a common goal. Being a team player is essential for being successful within this role.

- Are comfortable working in English.

- Are organised and can co-ordinate and prioritise work.

What can you expect working with us? Examples below


- A diverse, fun, enthusiastic team of skilled people.

- Cross-functional, product-oriented teams.

- Agile and lean mindset – a collaborative atmosphere where we develop and own our product together.

- Focus on real people - we base our changes on interviews and research with our users.

What we offer:

 -Competitive salary & discretionary annual performance related bonus scheme

-Generous benefits including 25 days holiday with anniversary increase,

-Personal development budget to help you learn and grow,

-Health & wellness programme to help focus on you,

-Company Pension, Life Assurance, Payday treats and more! 

Additional information

  • Remote status

    Flexible remote

Or, know someone who would be a perfect fit? Let them know!

Dynamic Planner HQ

Sovereign House
RG1 8BT Reading Directions 03336000500

Workplace & culture

While we are a team, first and foremost, at Dynamic Planner – we understand we are all individuals within that wider culture and environment. 

Ultimately, family comes first, which is why each Dynamic Planner team member is fully supported to work flexibly and work remotely where possible. The work-life balance is a two-way street. We find if you give a little, you get a lot back from brilliant and brilliantly committed people.

Learn more about our culture

Already working at Dynamic Planner?

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