Financial Success Advisor

3 days ago


Birmingham, Birmingham, United Kingdom Swoop Funding Full time
Company Overview

Swoop Funding is a fast-growing fintech platform that connects SMEs to funding solutions through debt, equity finance, and grants. Our mission is to take the stress out of financing for businesses by leveraging core data points and financial information.

">About the Role

The Customer Success team is at the centre of our advisor channel, helping clients maximise the value of Swoop's products and services. As a Customer Success Manager, you will be responsible for serving as a trusted advisor for customers, ensuring they feel supported and understand how to make the most of our platform.

">Key Responsibilities
  • Client Support: Serve as a trusted advisor for customers, ensuring they feel supported and understand how to make the most of our platform.
  • Account Management: Account manage a portfolio of accounting firms to help them give access to finance for their SME clients.
  • Customer Relationships: Develop customer relationships that promote retention and loyalty, ultimately improving customer lifetime value.
">Requirements
  • Experience: Prior experience in a B2B customer success, account or partner management role.
  • Skills: Commercial acumen with the ability to identify upsell opportunities and confidently introduce new products.
  • Knowledge: Relevant experience in an accounting firm and/or technology/SaaS business, or financial services.
">Benefits
  • Salary: £40,000 base salary with OTE £52,000+
  • Flexibility: Flexible and remote working available
  • Holidays: 25 days holiday per year increasing to 26 days after one year's service


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