Mi manager Work, Jobs in Caversham, Brk (with Salaries)

Customer Success Manager (maternity cover)
Dynamic Planner —Reading
- Hybrid work
- Analysis skills
- Project management
- Communication skills
Claims Manager
4th Dimension Innovation Ltd —Egham
- £50,000 - £60,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Leadership
Quick apply
2d
Audit Resourcing Assistant
BDO —Guildford
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
Sales Manager - MI Brands (EU)
inMusic —Farnborough
- Full-time
- Remote
- Sales
- English
- Travel
- Annual leave
- Employee assistance programme
Quick apply
Commercial Operations Director
Movera —Woking
- Hybrid work
- CRM software
- Leadership
- Annual leave
- Referral programme
Security Manager
Skanska —Middlesex
- Contracts
- IT
- Communication skills
- Bereavement leave
4d
Sales Manager – MI Brands (UK & Benelux)
inMusic —Farnborough
- Full-time
- Hybrid work
- Sales
- English
- Travel
- Annual leave
- Employee assistance programme
Quick apply
People Data Analytics Manager
Biffa Waste Services —High Wycombe
- Full-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- Human resources
Quick apply
Contract - Retail Operations Change Management Specialist
Honda —Bracknell
- Hybrid work
- Organisational skills
- Financial services
- Flexitime
- Work from home
7d
VodafoneThree - Compliance Advice Manager
Vodafone —Newbury
- Full-time
- Hybrid work
- Financial services
- Employee discount
Data Visualisation Analyst (FTC)
Thatcham Research —Thatcham
- £47,200 a year
- Monday to Friday
- Hybrid work
- SQL
- Analysis skills
- Communication skills
- Free parking
11d
Head of Business Intelligence
Allianz —Guildford
- Full-time
- Hybrid work
- Agile
- Financial services
- Leadership
- Employee discount
22h
HR Data Analytics Manager
Biffa Waste Services —High Wycombe
- Full-time
- Hybrid work
- Analysis skills
- Human resources
- Leadership
Quick apply
Non Fault New Hires Team Leader
4th Dimension Innovation Ltd —Egham
- £30,000 - £35,000 a year
- Weekend availability
- Hybrid work
- Analysis skills
- IT
- Leadership
Quick apply
2d
Area Property Operations Manager - London
Ministry of Justice —Feltham
- £40,001 - £60,000 a year
- Full-time
- Hybrid work
- Management
- Maintenance
- Project management
- Annual leave
- Employee discount
4d
Night Shift Supervisor
Evri —Heathrow
- £30,647 a year
- Night shift
- English
- Warehouse experience
- IT
- Employee assistance programme
- Employee discount
Data - Programmer
Computewell —Slough
- Oracle
- Computer Science
- SQL

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Customer Success Manager (maternity cover)

Dynamic Planner -
Reading

Apply Now

Job details

Qualifications

Financial planning
Business processes
Analysis skills
Project management
Communication skills

Full job description

Contract: Maternity cover
Location: Hybrid / Reading

Role purpose

To manage an assigned panel of customer accounts which is your Book of Business (BoB) with a focus on understanding our customers’ goals and ensuring they are achieving these goals. You are responsible for the retention and growth of revenue across your BoB and will be measured on the achievement of these goals

Key responsibilities

Build and maintain trusted partnerships with your assigned customer accounts, developing strong client relationships by understanding their business processes and driving value across services delivered by Dynamic Planner
Deliver robust customer onboarding to ensure our clients see a Return on Investment in the immediate term thus increasing the likelihood of renewal
Monitor Customer Health Scores and create/track Renewal Strategies in Salesforce (SFDC) to secure client retention
Leverage the customer health score to identify at risk users and drive adoption of the contracted services so that customers benefit from the full value of partnering with Dynamic Planner
Align client processes with the Dynamic Planner best practice model and identify strategies for closing any gaps
Meet with your key customer contacts on an agreed cadence, recording the meetings in SFDC
Create high quality material for client meetings and present these with clarity and professionalism in your regular customer engagements.
Record churn risk signals in SFDC
Own the renewal process including contract negotiation and management of the renewal opportunities in SFDC
Develop an in-depth understanding of the regulatory requirements impacting our clients and map this to services provided by Dynamic Planner, driving retention and developing new business opportunities as a result
Develop opportunities for expansion of existing services across the Book of Business by mapping customer use cases to the Dynamic Planner suite of products. These new business opportunities should be tracked and progressed in SFDC
Assist in larger client rollout projects, working with the Sales Team and the Project Manager for optimal delivery and adoption – tracking progress in SFDC
Be the voice of the customer and ensure that customer feedback is shared with the Product Design team for review and continuous improvement
Preparation of documentation/training material to back up the support process and related tasks. Deliver training and assist in Training Academies as required
Provide knowledge & experience support and training across the Customer Success team when required
Provide key metrics around retention and growth of the BoB and insights to inform strategy, client management and product decisions
Ensure that monthly invoicing is accurate based on core contract and monthly user counts MI
Ensure that all client invoices are billed in accordance with contract and paid on time so that cash and ARR is maximised
Review and track BI/MI on usage to identify trends, demonstrate value, improve adoption and reduce churn

KPIs

Annual recurring revenue increase
Retention rate
Growth of new business on BoB
Customer satisfaction scores
Client meetings
Churn risk tracking
Renewal strategy management
Account planning

Competencies (knowledge/skills/experience)

Self-motivated with a focus on client engagement via face-to-face or Teams meetings
Strong skills in creating meeting materials to ensure alignment between customers and Dynamic Planner
Exceptional presentation and communication/influencing skills through multiple media to drive regular customer meetings
Ability to liaise with clients and partners to understand their business and how our product supports their activities
Ability to understand and influence key decision makers – using your emotional intelligence to optimise situations
Ability to manage client expectations
Exceptional focus on delivery
Ability to manage multiple clients and track/report on status/development
Project management skills working with customers and internal stakeholders
Ability to organise resources to deliver on adoption requirements
Client relationship management
Analysis skills
You must be able to manage your time – prioritising key activities

Education & qualifications

First-hand experience of Wealth Management/Financial Planning gained through involvement in an associated business (Adviser, business/service manager, relationship manager)
Completion/working towards the Diploma in Financial Services or equivalent
Track record of key account engagement and influencing at all organisational levels
Managed the rollout and adoption of software solutions across organisations – preferred but not essential
Knowledge and understanding of financial planning tools, front office and back office systems
A working knowledge of regulatory matters that impact adviser firms and Dynamic Planner solutions
A track record of creating on-boarding collateral and managing adoption campaigns

I never feel like a number on a spreadsheet. And I love being able to work flexibly. I start my day at 8am. I’m a morning person. That really suits me.

Claire Bull

Product Owner

The company is the right size that there’s plenty of interesting stuff going on, but small enough that you can take ownership of things.

Max Bowser

Developer

Life at Dynamic Planner

Want to learn more about our values & culture?

When you join Dynamic Planner, first and foremost, you are joining a team. Within that healthy structure, you are also a valued individual.

Apply Now

Refine Your Search

mi manager jobs in caversham, brk

Customer Success Manager (maternity cover)

Claims Manager

Audit Resourcing Assistant

Sales Manager - MI Brands (EU)

Commercial Operations Director

Security Manager

Sales Manager – MI Brands (UK & Benelux)

People Data Analytics Manager

Contract - Retail Operations Change Management Specialist

VodafoneThree - Compliance Advice Manager

Data Visualisation Analyst (FTC)

Head of Business Intelligence

HR Data Analytics Manager

Non Fault New Hires Team Leader

Area Property Operations Manager - London

Night Shift Supervisor

Data - Programmer

I want to receive the latest job alerts for mi manager in caversham, brk

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