Job Specifications
Who are we?
Moneyhub empowers financial services firms with complete, detailed, and real-time insight into their customers' financial needs and status, enabling them to take informed actions. Our highly categorized, data-enriched analytics allow clients to craft personalized customer journeys, leading to enhanced engagement, optimized acquisition and servicing costs, and increased conversion rates.
As an enterprise B2B2C company, our clients roll out our technology to improve their customers journey and enhance their financial outcomes. We do this through an API-first approach that streamlines access to our market-leading Categorisation, Decisioning, and Analytics engines, together with Payments Initiation. In doing so we deliver actionable insights with reduced transaction costs, accelerated settlements, and a safer, more convenient customer experience.
We're a regulated entity offering AISP, PISP, and CISP services, trusted by leading banks, insurers, asset and wealth managers, pension companies, financial advisors, and fintechs to enhance financial outcomes for their clients.
What do we offer?
We have offices in London and Bristol together with access to co-working space. We offer the opportunity to work remotely (role, business and client dependent) with support for your home office set-up if required. We have regular all company away days and other company, client and team meetings, your attendance at which will be mandatory.
Whilst this role will include remote working, we ask that applicants are based within a 60-minute commutable distance to either London or Bristol for regular in-person meetings with the team.
Benefits include:
5% company contribution towards your Pension from your very first day with us. 3% contribution from your self.
25 days of holiday (plus bank hols), rising to 30 days after two years;
Choose to take your entitlement to UK bank holidays at other times based on your own days of significance;
Private medical insurance, including cover for pre-existing conditions, plus dental and optical benefit;
3 Months Moneyhubber Family Pay when you become a new parent;
Permanent health insurance and life cover - much greater than the industry standard (death in service);
Employee assistance programme;
Professional development support, with dedicated allowance of time and money;
Life event leave;
Cycle to work scheme;
EV Car Scheme
£750 towards professional memberships
Remote working benefits, including work from almost anywhere, access to co-working spaces and support for your home office set-up
High spec laptop
Holiday purchase
Requirements
Mission for the Role:
As a Project Manager within Moneyhub's Customer Success team, our mission is to deliver our products and services successfully to our clients and to own and drive the Client Success and Client Support strategies.. To deliver first-class service and high professionalism in every interaction. As a delivery-focused Customer Success Project Manager, you will be at the forefront of providing that service, working closely with the Product Manager and Sales Director to ensure an excellent client experience from sales through to support.
Core Responsibilities:
Client Engagement & Delivery Leadership (60%)
Build and maintain trusted relationships with enterprise clients
Lead client projects day-to-day, chasing actions, mitigating risks, and troubleshooting issues
Ensure a seamless transition from sales to delivery and ongoing support
Facilitate client workshops and meetings, both remotely and on site
Provide professional, proactive communication and status updates tailored to client needs
Cross-Functional Collaboration & Strategy (20%)
Work closely with Sales, Product, and Engineering to deliver high-quality outcomes and identify opportunities for product improvement
Partner with Senior Leadership Team to evolve Client Success and Support strategies in line with company goals
Use client data and analytics to highlight trends, risks, and opportunities for improvement
Champion the "voice of the customer" to ensure issues and opportunities are surfaced early and acted on
Commercial & Continuous Improvement (20%)
Support Sales in identifying cross-sell and up-sell opportunities
Collaborate with Finance to ensure accurate invoicing and timely payments
Support client escalation meetings and contribute to continuous improvement based on feedback and analytics
Contribute to business planning and prioritisation by understanding revenue, client potential, and pipeline
Success Timelines.
At 3 Months (Onboarding & Foundations)
Fully understands Moneyhub's products and enterprise client expectations
Has built key relationships with Sales, Product, and Delivery teams
Supports initial client engagements and delivery meetings confidently
Managing first project(s)
At 6 Months (Proficiency & Impact)
Manages multiple client projects independently from initiation to post-delivery support
Demonstrates strong stakeholder mana
About the Company
We're a group of developers, financial experts, and optimists who share a vision for improving the financial wellness of people, their businesses, and their communities.
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