Job Specifications
Ready to join one of the most exciting FinTech companies in property finance?
This is your chance to join a fast-scaling digital platform transforming how brokers and lenders connect across the commercial and development finance market. If you thrive in a high-growth environment, love building relationships, and get a buzz from helping clients succeed, this is the opportunity you’ve been waiting for.
About the Company
This forward-thinking FinTech firm has revolutionised how property finance is sourced and delivered. Their intuitive technology empowers brokers to find the right funding options faster, smarter, and more transparently than ever before, streamlining processes that once took weeks into minutes.
About the Customer Success Manager Role
As Customer Success Manager, you’ll be the heartbeat of client relationships, the expert who ensures brokers and lenders get maximum value from the platform. You’ll guide users through onboarding, optimise their experience, and help them uncover new opportunities through data, insight, and genuine partnership.
This is a proactive, commercial, and strategic role. You’ll be driving engagement, growth, and retention while playing a key part in shaping how the company continues to evolve its offering.
Customer Success Manager Key Responsibilities
Build and maintain strong relationships with brokers, lenders, and key partners using the platform
Onboard new clients effectively, ensuring a seamless transition and positive first impression
Proactively monitor client usage to identify opportunities for upselling and engagement
Act as the voice of the customer, relaying feedback and insights to internal teams
Deliver tailored support and training to maximise platform adoption
Collaborate with sales, product, and marketing to enhance customer success strategies
Analyse client performance data to identify trends, risks, and opportunities
Drive customer satisfaction, retention, and referral growth
Customer Success Manager Package & Benefits
Basic Salary: £45,000
On-Target Earnings: £60,000 (uncapped performance-based bonus)
Hybrid Working
Skills & Experience Required
Experience working within property finance, lending, or as a mortgage/commercial broker
Strong communication and relationship management skills
A consultative mindset with the ability to identify customer needs and deliver tailored solutions
Commercial acumen and confidence in speaking with senior stakeholders
Tech-savvy with an interest in digital platforms and innovation
A proactive, energetic personality with a drive to make an impact
Confident analysing data, reporting trends, and presenting insights
Why Apply?
You’ll work alongside a driven, ambitious team, have your voice heard, and directly influence the company’s growth trajectory.
If you’re coming from a lender background or have experience as a broker and you’re ready to make your mark in a high-energy, tech-forward environment — this is where you’ll thrive.
Apply now and take the next step in your career with one of the most exciting names in the property finance industry.
About the Company
NRG Resourcing are a Professional Recruitment Consultancy covering the whole of the UK We help Mortgage Broker Owners source the best, talented Mortgage Advisors for their businesses to grow. We have specialist consultants in the following sectors and roles: Financial Services Mortgage Advisors, Financial Planners, Protection Advisors, IFAs, Paraplanners, Pensions, Investments, Administration. Financial Services Sales Sales Managers, Business Development, Account Managers NRG Resourcing Provide the following services: Perman...
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