We're partnering with a growing SaaS business that delivers property and business management solutions to customers across the UK. Their platform sits at the heart of clients' day-to-day operations, supporting everything from financial management and reporting through to property administration and customer service.

As the company continues to expand, they're looking for a Client Services & Success Manager to lead their Client Services function and drive excellent customer outcomes.

 

The Opportunity

This is a leadership role for someone who enjoys developing people but doesn't want to move away from customer engagement, service delivery and commercial responsibility.

You'll lead a team responsible for customer success, professional services and project delivery, taking ownership of client retention, service quality, professional services performance and major software implementation and migration projects. You'll also work closely with customers, helping them maximise value from the platform while identifying opportunities for additional services and consultancy support.

 

Key Responsibilities

• Lead, coach and develop the Client Services team.
• Own Professional Services performance, including revenue, utilisation and delivery.
• Identify, scope and convert Professional Services opportunities.
• Build and maintain strong relationships with key customers.
• Lead complex software implementation and migration projects.
• Drive customer retention, engagement and service excellence.
• Own performance of Client care/helpdesk function, including ticket prioritisation, resolution, backlog and SLA performance.
• Manage escalations and oversee client care performance.
• Use helpdesk data and recurring ticket themes to improve service. 
• Partner closely with Sales, Product, Engineering and Technical teams to deliver successful outcomes.
• Support complex sales opportunities through client discovery sessions and product demonstrations.
• Utilise data, technology and AI-driven approaches to improve efficiency and decision-making.
• Lead a transition from Zendesk to Hubspot. 

 

About You

We're looking for an experienced customer-facing leader with a background in Customer Success, Client Services or Professional Services within a SaaS, software, technology or PropTech environment.

 

You'll ideally bring:

• Experience managing and developing high-performing teams.
• Strong commercial awareness and experience working towards revenue or services-related targets.
• A track record of identifying and winning additional client work.
• Experience delivering software implementations, onboarding programmes or client projects.
• Strong project management and stakeholder management skills.
• The ability to balance strategic leadership with hands-on client engagement.
• Good technical aptitude and confidence working with software platforms, systems and data.
• Strong financial and accounting knowledge.
• A proactive approach to problem-solving, continuous improvement and adopting new technologies.

 

Why Apply?

This is an opportunity to join a growing software business where you'll have genuine influence over the customer experience, the development of a key client-facing team and the future direction of the services function. With a remote-first culture, regular opportunities to connect with colleagues and customers, and a strong focus on innovation and continuous improvement, it's an excellent opportunity for someone looking to make a real impact while building their leadership career.

My Leeds based client are currently hiring for an experience Senior Investment Assistant to join their established team on a permanent basis. This is an excellent opportunity to act as a valued member of the business providing. You will be part of a team of experts, acting as the go to contacts for a number of business needs and helping to ensure the seamless running of the day to day business processes.

 

Key responsibilities for this role include:

• Acting as a key point of contact for a number of queries for internal and external clients assisting with admin and process challenges.
• Help to manage internal and external clients and assist with ad hoc enquiries
• Monitor the quality of administration processes and services provided by the team to ensure consistent standards and outputs
• Ensure the team are meeting all cut off points and deadlines for client queries including trading and regulatory requirements
• Operate as an account opening SME ensuring compliance and regulatory requirements are met for on-boarding of all new clients
• Assist with delegating roles to the investment support team and ensure fair work allocation and output
• Support team members with professional development and on the job learning
• Act as a collaborative partner with pother business areas including CDD and overall compliance
• Act as deputy for managers during times of leave covering meetings and updates as required.
• Ensure all team processes fall in line with external requirements and business best practice

Key experience for this role includes:

• Experience supporting Front office investment functions within the Investment Management industry
• Generates new ideas/initiatives to ensure the effectiveness of the Team. Looks for ways to improve current processes.
• Level 4 IAD would be highly valuable - willingness to undertake this qualification would also be beneficial if it is not already obtained
• Experience of team management or supervision including managing on compliance and regulatory requirements is essential
• Strong experience of undertaking a high volume of administration tasks within Investment Management
• FCA regulatory experience is essential for this role
• Evidence of being able to manage and prioritise team workload as well as your own tasks is a critical requirement for this role

This is a hybrid opportunity with 3 working days per week spent in the office.

For more information please apply directly.

Be-Resourcing are supporting a leading international professional services firm with their search for a Legal Project Executive to join their growing Legal Operations team in London. Offering a hybrid working model and a salary of £45,700 - £51,900, this is an excellent opportunity for someone with project support, PMO, operations, or process improvement experience who enjoys working with stakeholders, analysing data, and driving efficiencies.

 

Key responsibilities:

• Support the delivery of a range of client and internal projects.
• Monitor project plans, timelines, budgets, risks, and key milestones.
• Produce reporting, analysis, and management information to support decision-making.
• Build strong relationships with stakeholders across legal and business support functions.
• Assist with process improvement and operational efficiency initiatives.
• Support the adoption of project management tools, systems, and best practices.

 

About you:

• Experience in project coordination, PMO, operations, business improvement, or a similar role.
• Previous experience within a legal, professional services, or corporate environment would be advantageous.
• Strong Excel, reporting, and analytical skills.
• Excellent communication and stakeholder management abilities.
• A proactive approach and an interest in project management, operations, or continuous improvement.

 

This is a fantastic opportunity to join a highly respected organisation and gain exposure to a diverse range of projects while developing your career within a growing legal operations function.