Insignis on cord

Insignis

Customer Success Manager

External position
London, UK
Hiring internally for Insignis?
Finance · FinTech
Don't sit on it. Insignis it.
Active
over 6 months ago
Posted
a month ago
Checked
cord regularly checks that external positions are still open
2 days ago

Skills & Experience

Job roles: CSM/Account Manager
Experience level: Mid, Senior, Lead
Core skills considered: Account Management, CRM, Customer service
Other skills considered: Customer support, B2B, SaaS

Logistics

Base salary: Undisclosed
Some companies on cord are unable to disclose salaries publicly due to internal company policies. Message the company for salary information.
Employment type: Permanent
Remote working: Hybrid (up to 2 remote days p/w)
Visa sponsorship: Not available

Job Description

The Customer Success Manager - Accountancy is responsible for building, developing, and managing long-term relationships with accountancy partners and their referred business clients across Insignis's direct corporate segment, including SME, mid-market, and larger businesses.

This role exists to grow and deepen partner relationships, maximise client engagement, and ensure referred opportunities are managed effectively through onboarding, funding, and ongoing account development, while maintaining high standards of suitability, governance, and customer experience.

Success in this role is driven by relationship quality, proactive account planning, commercial awareness, execution discipline, and collaboration, with a focus on creating sustainable value from the accountancy channel.


Role Responsibilities

Partner Relationship Management:

  • Guide customers through onboarding and drive meaningful adoption throughout their journey with Insignis.
  • Work closely with the Account Management team to create focused monthly plans that strengthen engagement, reduce churn and support long-term client value.
  • Help customers confidently use and embed the Insignis platform within their business by providing clear, practical guidance.
  • Deliver engaging group training sessions that help customers get the most from Insignis.
  • Take ownership of monthly client retention targets and consistently deliver against agreed KPIs.

Account Development & Client Engagement:

  • Engage referred business clients in a consultative way, understanding their cash requirements and priorities.
  • Support clients through onboarding, funding, and ongoing account development to maximise long-term value.
  • Identify opportunities to deepen client relationships and increase engagement with Insignis's proposition.
  • Maintain a relationship-led approach while progressing referrals and client opportunities efficiently.

Customer Experience & Suitability:

  • Conduct structured discovery to ensure each client relationship is suitable and well understood.
  • Penetrate the existing panel to maximise opportunity
  • Set accurate expectations around onboarding, documentation, funding, and ongoing servicing.
  • Partner with Client Onboarding and Client Services to deliver a smooth, high-quality client experience.

Account Planning & Operating Discipline:

  • Maintain clear account plans for key partners, including relationship status, referral activity, risks, and growth opportunities.
  • Keep accurate CRM records, partner notes, client updates, forecasts, and pipeline visibility.
  • Use partner and client insight to inform priorities, improve engagement, and support channel performance.
  • Share feedback with Marketing, Client Services, and wider commercial teams to improve partner experience and referral quality.

Governance & Relationship Standards:

  • Ensure all partner and client activity aligns with Insignis's regulatory, compliance, and conduct standards.
  • Identify and escalate unsuitable, high-risk, or poorly understood opportunities.
  • Balance commercial growth with quality, suitability, and positive customer outcomes.

What we are looking for

  • Experience in a B2B customer success or account management role ideally within the accountancy, financial services, fintech, or professional services ecosystem.
  • Experience working with inbound referrals and/or proactive outreach, with the ability to progress opportunities in a consultative, relationship-led way.
  • Comfortable using CRM systems and structured sales processes to manage pipelines, track activity, and maintain accurate records.
  • Experience working in a regulated, complex, or compliance-led environment would be advantageous.
  • Solid years of experience working in the accounting and bookkeeping sector with software or SaaS experience
  • Ability to quickly learn new technologies and provide best practice advice to customers in a clear and concise manner
  • Excellent communicator
  • Able to prioritise work effectively to maximise time with clients
  • Team players who work with others to deliver results, contributing to the group
  • A high performer who consistently achieves results

Company Benefits

  • Competitive salary
  • 25 days holiday (exc. Bank holidays)
  • 5% Pension contributions
  • Private medical insurance with Vitality
  • Health cash Plan offering contributions to dental, optical and much more
  • Work from Abroad (EU) on designated working from home days for up to 5 days a year.
  • Enhanced Parental Leave
  • Cycle to Work Scheme
  • Monthly team lunches, quarterly company socials
Customer Success Manager at Insignis
Position posted a month ago

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Starling Bank on cord

Starling Bank

Full Stack Engineer (ML Ops)

London, UK
FinTech · Banking · Finance
A better bank for everyone
Active
over 6 months ago
Responds to
0% of requests
Responds in
1h 55m
Requests
7 pending

Skills & Experience

Job roles: Full Stack
Experience level: Mid, Senior
Core skills considered: Java, React, Redux, AWS, JavaScript

Logistics

Base salary: £70K - £110K
Employment type: Permanent
Remote working: Hybrid (up to 2 remote days p/w)
Visa sponsorship: Not available

Job Description

Starling is the UK’s first and leading digital bank on a mission to fix banking! Our vision is fast technology, fair service, and honest values. All at the tap of a phone, all the time.

Starling is the UK’s first and leading digital bank on a mission to fix banking! We built a new kind of bank because we knew technology had the power to help people save, spend and manage their money in a new and transformative way.

We’re a fully licensed UK bank with the culture and spirit of a fast-moving, disruptive tech company. We’re a bank, but better: fairer, easier to use and designed to demystify money for everyone. We employ more than 3,000 people across our London, Southampton, Cardiff and Manchester offices.

Our technologists are at the very heart of Starling and enjoy working in a fast-paced environment that is all about building things, creating new stuff, and disruptive technology that keeps us on the cutting edge of fintech. We operate a flat structure to empower you to make decisions regardless of what your primary responsibilities may be, innovation and collaboration will be at the core of everything you do. Help is never far away in our open culture, you will find support in your team and from across the business, we are in this together!

The way to thrive and shine within Starling is to be a self-driven individual and be able to take full ownership of everything around you: From building things, designing, discovering, to sharing knowledge with your colleagues and making sure all processes are efficient and productive to deliver the best possible results for our customers. Our purpose is underpinned by five Starling values: Listen, Keep It Simple, Do The Right Thing, Own It, and Aim For Greatness.

Hybrid Working

We have a Hybrid approach to working here at Starling - our preference is that you're located within a commutable distance of one of our offices so that we're able to interact and collaborate in person. We don't like to mandate how much you visit the office and work from home, that's to be agreed upon between you and your manager.

Our Data Environment

Our Data teams are excited about the value of data within the business, powers our product decisions to improve things for our customers and enhance effective and agile decision making, regardless of what their primary tech stack may be. Hear from the team in our latest blogs or our case studies with Women in Tech.

We are looking for talented data professionals at all levels to join the team. We value people being engaged and caring about customers, caring about the code they write and the contribution they make to Starling. People with a broad ability to apply themselves to a multitude of problems and challenges, who can work across teams do great things here at Starling, to continue changing banking for good.

Requirements

We have built our entire banking platform in house and mostly in Java. We are looking for people who want to work on building the tooling that is used by our engineers on a daily basis.

We are looking for people who are truly full stack, and are as comfortable polishing their javascript front end as they are debugging the innards of their java applications database interactions, or standing up infrastructure with terraform. We are looking for people who can:

  • Design REST apis.
  • Code backend services, ideally using Java, or another other server side compiled language.
  • Develop modern front ends, ideally using React and Redux.
  • Get their code into the cloud and support it there, ideally on AWS.
  • Believe in clean coding, simple solutions, automated testing and continuous deployment.
  • Like to take ownership of a feature from the original idea through to live.
  • Think (like us) that a small number of empowered developers is the right way to deliver software.

Company Benefits

  • 33 days holiday (including flexible bank holidays)
  • An extra day’s holiday for your birthday
  • 16 hours paid volunteering time a year
  • Part-time and/or flexible hours available for most roles
  • Salary sacrifice, company enhanced pension scheme
  • Life insurance at 4x your salary
  • Hybrid/remote working
  • Private Medical Insurance with VitalityHealth including mental health support and cancer care. Partner benefits include discounts with Waitrose, Mr&Mrs Smith and Peloton
  • Generous family-friendly policies
  • Varied social groups set up and run by our employees
  • Perkbox membership giving access to retail discounts, a wellness platform for physical and mental health, and weekly free and boosted perks
  • Access to initiatives like Cycle to Work, Salary Sacrificed Gym partnerships and Electric Vehicle (EV) leasing

Full details are available on our careers site

Interview Process

Interviewing is a two way process and we want you to have the time and opportunity to get to know us, as much as we are getting to know you! Our interviews are conversational and we want to get the best from you, so come with questions and be curious. In general you can expect the below, following a chat with one of our Talent Team:

  • Stage 1 - 30 mins with one of the team
  • Stage 2 - Take home challenge
  • Stage 3 - 90 mins technical interview with two team members
  • Stage 3 - 45 min final with an executive and a member of the people team
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