Financial planning manager Work, Jobs in Hinton, Gls (with Salaries)

Senior Customer Success Manager
SBS —Bristol
- Hybrid work
- Communication skills
- Annual leave
10d
Operations Manager (Managed Services)
Arcus FM —Cirencester
- Up to £68,000 a year
- Full-time
- Continuous improvement
- Team management
- Mentoring
Quick apply
Senior Programme Manager
Dyson —Malmesbury
- Continuous improvement
- Leadership
- Employee assistance programme
- Employee discount
RBC Brewin Dolphin - Wealth Manager (Wealth Planner/Financial Planning) - West of England
Royal Bank of Canada —Bath
- Full-time
- Business development
- Communication skills
General Manager
Bristol NHS Foundation Trust (BFT) —Bristol
- £66,582 - £77,368 a year
- Part-time
- Management
- Continuous improvement
8d
Commercial Operations & Compliance Manager
University of Bath —Bath
- £38,784 - £46,049 a year
- Full-time
- University
- Continuous improvement
- Organisational skills
- Annual leave
- Employee discount
4d
Director of Financial Planning and Control
ELEMIS —Bristol
- Full-time
- Hybrid work
- Leadership
- Employee assistance programme
- Employee discount
Quick apply
Asset Investment and Delivery Manager
Curo —Bath
- £62,315 a year
- Full-time
- Hybrid work
- Writing skills
- Continuous improvement
- Travel
Quick apply
Programme Manager
NexGen Associates —Corsham
- £65,000 - £70,000 a year
- Full-time
- Hybrid work
- Time management
Quick apply
2d
Finance Officer
South Gloucestershire Council —Yate
- £36,363 - £39,152 a year
- Part-time
- Budgeting
- Annual leave
- Employee discount
4d
Operations Manager - M4 Corridor
Elior UK —Bath
- £46,000 a year
- Full-time
- Customer service
- Recruiting
- Contracts
- Paid training
Quick apply
2d
General Manager
Wildfowl and Wetlands Trust —Slimbridge
- £61,400 a year
- Leadership
- Free parking
- Annual leave
7d
Manager/ Associate Director, Financial Advisory
Teneo —Bristol
- Microsoft Powerpoint
- Business development
- Quality control
Pricing Lead
Somerset Bridge Group —Bristol
- £80,000 - £95,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
- Annual leave
- Referral programme
Quick apply
Senior Planner / Planning Manager
AtkinsRéalis —Bristol
- Full-time
- Hybrid work
- Management
- Continuous improvement
- Contracts
Collections Customer Operations Manager
Royal Mail Group —Bristol
- £45,888 - £50,476 a year
- Full-time
- Customer service
- Travel
- Leadership
- Annual leave
- Sick pay
19h
Senior - Principal Consultant - Change Management
i3Works —Bristol
- £50,000 - £80,000 a year
- Full-time
- Hybrid work
- Business development
- Analysis skills
- Team management
- Annual leave
- Life insurance
Project Manager
Amey Ltd —Berkeley
- £200,000 a year
- Full-time
- Organisational skills
- Contracts
- Construction experience
- Employee discount
Quick apply
Transformation Project Manager
Wealthtime —Bath
- Full-time
- Hybrid work
- PMP
- Analysis skills
- Organisational skills
Strategic OEM Relationship Manager
Ayvens —Bristol
- Full-time
- Continuous improvement
- Free parking
- Annual leave

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financial planning manager jobs near hinton, gls

Senior Customer Success Manager

SBS -
Bristol

Apply Now

Job details

10 days ago

Benefits

Annual leave

Qualifications

Account-based growth strategy development
Stakeholder collaboration
Client engagement
Stakeholder liaison
Change management
Partnership building
Customer relationship management
Risk management
Customer renewal management
Churn prevention
Customer loyalty building
Relationship management
Multidisciplinary collaboration
Account management
Communication skills

Full job description

Position Overview:

This is more than a job. It’s a chance to build, grow, and make a real impact! Join our team as our new Customer Success Manager!

A Customer Success Manager is responsible for ensuring customers achieve value from SBS Specialised Finance solutions through proactive relationship management, customer engagement, adoption planning, retention initiatives, and strategic account development.

The role focuses on building strong customer partnerships, driving product adoption, improving customer satisfaction, supporting retention objectives, and identifying opportunities for growth within assigned accounts.

The successful candidate will manage a portfolio of customer relationships while acting as a trusted advisor and advocate throughout the customer lifecycle.

Location: Bristol, UK
Work model: Hybrid

Responsibilities:

Customer Relationship Management

Develop strong and trusted relationships with assigned customers.
Serve as the primary Customer Success contact for key accounts.
Maintain regular engagement with customer stakeholders.
Act as a customer advocate within the organization.

Customer Adoption & Value Realization

Drive product adoption and utilization across assigned accounts.
Help customers achieve intended business outcomes.
Monitor customer health and engagement metrics.
Identify risks to adoption and develop mitigation plans.

Retention & Renewal Support

Support customer retention initiatives.
Partner with internal teams to improve customer satisfaction.
Contribute to renewal planning and customer success strategies.
Help reduce churn risk through proactive engagement.

Strategic Account Growth

Identify opportunities to expand customer engagement.
Support cross-sell and upsell discussions when appropriate.
Collaborate with Sales and Account Management teams.
Contribute to long-term account development plans.

Customer Success Leadership

Share best practices across the Customer Success team.
Contribute to process improvements and team development.
Support continuous improvement initiatives.
Strengthen Customer Success capabilities as the organization scales.

Qualifications:

Experience in Customer Success, Account Management, Relationship Management, or a related customer-facing role.
Strong customer engagement and stakeholder management skills.
Experience managing customer portfolios.
Ability to build trusted relationships with customers and internal stakeholders.
Strong communication and presentation skills.
Proven ability to work independently while collaborating across teams.
Comfortable working in a fast-paced environment.

Desired Skills

Customer Success methodology
Relationship management
Customer retention
Customer engagement
Strategic account management
Stakeholder management
Communication and presentation skills
Commercial awareness
Problem solving
Team collaboration
Change management
Customer advocacy

Company Overview:

At SBS, we’re more than just a technology company, we’re a global fintech partner helping banks and financial institutions transform, innovate, and grow. With over 5,000 employees worldwide and clients in more than 80 countries, our solutions power everything from digital banking and lending to payments and core banking systems.

As part of 74Software, we’re backed by a group of leading software companies delivering mission-critical solutions worldwide. Our focus is on delivering long-term value, leveraging cutting-edge technology, and fostering strong client partnerships. Join us and be part of a collaborative, forward-thinking team shaping the future of finance.

Why SBS?

At SBS, we’re committed to supporting our employees in every aspect of their lives, from health and wellbeing to financial security and lifestyle perks.

We offer benefits that allow you to thrive at work and beyond, including health coverage, retirement plans, paid time off, flexible work, career development, competitive pay, and global culture perks.

Equal Opportunity Employer

We are committed to providing equal opportunities and ensuring a fair and inclusive recruitment process. We do not discriminate on the basis of age, disability, gender, sexual orientation, race, religion, or any other protected characteristic.

#LI-Hybrid

#LI-ST1

Apply Now

Refine Your Search

financial planning manager jobs in hinton, gls

Senior Customer Success Manager

Operations Manager (Managed Services)

Senior Programme Manager

RBC Brewin Dolphin - Wealth Manager (Wealth Planner/Financial Planning) - West of England

General Manager

Commercial Operations & Compliance Manager

Director of Financial Planning and Control

Asset Investment and Delivery Manager

Programme Manager

Finance Officer

Operations Manager - M4 Corridor

General Manager

Manager/ Associate Director, Financial Advisory

Pricing Lead

Senior Planner / Planning Manager

Collections Customer Operations Manager

Senior - Principal Consultant - Change Management

Project Manager

Transformation Project Manager

Strategic OEM Relationship Manager

I want to receive the latest job alerts for financial planning manager in hinton, gls

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