Junior Client Success Manager

About us

In today’s complex financial world, ignorance isn’t bliss. For many, it’s hardship, hassle, and lost opportunity.

But we believe change is possible. And we’re going to lead it. Because when people are in control of their money, they’re in control of their lives.

nudge is the global financial education platform that demystifies money management for all.

Drawing on behavioral psychology and data, our platform offers personalized, engaging financial knowledge and skills to educate and delight.

We have a stellar client base including PayPal, Facebook, Boeing, Virgin, IBM, British Gas, Samsung, Investec, Clifford Chance, Selfridges and BlackRock.

And nudge is now live in over 100 countries!  Find out more about us here.

Opportunity

We are increasing the size of our team, with a Client Success Manager to help fulfil our mission of creating brighter financial futures for everyone, everywhere. This is an exciting time to join nudge as we rapidly scale up from working across the UK, Ireland, US, Australia, Spain and Canada to a truly global offering.

You will be part of the Client Success & Services team. This is a fast-paced, exciting and varied role within an innovative company with a vibrant culture. It is the perfect early career level role to supercharge your career in Client Success.

We are looking for someone to be responsible for the successful optimization of the nudge product and wrap-around services, driving client adoption and user engagement. The satisfaction of our clients is the lifeblood of nudge – without their ongoing engagement and advocacy we’d be kaput. The nudge team is scaling, which means that sometimes our roles can be pretty-varied. However, some of the core parts of the Junior Client Success Manager role will be:

• Work in partnership with our senior Client Success managers/Directors to help define impact outcomes and then manage activity that drives engagement and evangelism across your allocated client portfolio.
• Take ownership of engagement activity across your portfolio of clients, overseeing and increasing the adoption, engagement, and retention with your client base; to demonstrate ROI and ensure outstanding levels of client satisfaction.
• Consulting with your clients to understand their business and their wellbeing strategy and making sure nudge is then supporting our clients goals and delivering on agreed success outcomes.
• Building effective working partnerships with operational, day-to-day client contacts
• Contribute to Quarterly Business Reviews, sharing data insights and making recommendations to your clients.
• Referral and advocacy – curating client satisfaction feedback, case studies and referrals
• Upselling – Spotting opportunities for upsells within your client portfolio.
• Maximising the use of nudge’s unique ability to communicate an employer’s reward and wellbeing initiatives to deliver ROI to the employer through better engaged employees, including the management of reward nudges.
• Be an expert on platform features and functionality; comfortably delivering training demonstrations.
• Working with the Product and Support teams to deliver and act on valuable insights and feedback from our end-users.

Reporting directly to the Client Success Director, this role will require working incredibly closely with every member of the Client team and other teams to ensure we are always aligned and working towards the same business goals.

The successful candidate will be extremely autonomous, an excellent relationship builder and communicator, creative and be able to prioritise and manage several clients at once. If you’re driven, passionate and enjoy delighting clients, then this is an opportunity to make a meaningful impact on the lives of thousands of people across the globe.

Retention, revenue growth and referrals are at the heart of this role and you will have a range of exciting responsibilities. Ultimately, you will have ownership of client relationships and driving impact that is crucial to our long-term business growth.

Skills and experience

We’re a close-knit family so a willing, friendly and collaborative personality is really important to us. And we’re exceptionally nimble and things move fast so we really value ‘athletic’ minds and a “let’s give it a go” attitude.

For this role the ideal candidate should have:

• 1 - 3 years experience in B2B Client Management/Client Success/Client engagement type role
• An applied knowledge of the wellbeing (ideally financial), reward and benefits market
• Hands-on experience with different CRM platforms
• Experience in reward and wellbeing market
• Excellent communication skills and stakeholder management capabilities
• Fantastic rapport builder, who can build trusted advisory relationships with clients

Nice additions:

• Personal finance/Financial wellbeing experience and expertise
• Experience in communication and engagement of reward, wellbeing and benefit programmes

What we offer

At nudge we put people first.  Our values are “friends through thick and thin”, “embracing differences, supporting individuals”, “leading and sharing” and “always learning”.

We have an open, friendly and supportive work environment that we hope you’ll be proud of.  And we’re growing fast which means great opportunities for you and your people to gain broad and diverse experience alongside some of the brightest minds in the industry.

• A competitive salary
• Financial education 
• Company share options
• A personal learning and development allowance
• 25 days annual leave, plus your birthday off
• A company pension scheme
• Life Assurance and Critical illness cover
• Private Medical Insurance cover
• Regular company socials and wellbeing activities
• A flexible working environment
• Unparalleled opportunity to develop your career rapidly through exposure to all company areas

We’re committed to creating a culture which gives our employees a sense of belonging. This is also reflected in our values as we’re learning and growing through embracing differences and supporting individuals.

If it sounds like you, we’d love to hear from you! Send us your CV and cover note via the form below.

Any questions, get in touch with us on careers@nudge-global.com