Partner Experience
- Hiring Organisation
- Jobleads-UK
- Location
- Greater London, England, United Kingdom
consistent Who You Are 3+ years of experience in customer success, implementation, account management, consulting, or a similar client-facing role in B2B SaaS Proven ability to own a portfolio of accounts and drive measurable outcomes Strong relationship builder Operationally excellent Data-literate Confident communicator Proactive and solutions-oriented Nice … Have Experience in wealth management, financial advice firms or financial services more broadly Background in FinTech of B2B SaaS working with regulated or compliance-heavy industries Deep familiarity with the UK IFA/wealth management landscape and how advice firms operate day-to-day What Values We’re Looking ...