Client Relationship Manager (Financial Advice Tech)

We’re Sprint Enterprise Technology – a small fintech company, doing big things in the UK wealth management industry, and we have the awards to prove it! Our mission is to bring about a more open and integrated wealth management industry by enabling the flow of rich and accurate data between systems.​

We provide two products: 

• Fastrak: our client reporting solution that wealth management firms of all sizes rely on to deliver high-quality, customisable financial reports to their clients. 
• FINIO: our rapidly growing, innovative, award-winning data hub that intelligently connects investment platforms with software providers and advisory firms for the flow of investment data. 

As we continue to expand our business, we are looking for our first dedicated client relationship manager to join the team to run all aspects of client account management, ensuring our clients are well looked after.

We are a fully remote, UK-based team.

What you will do

• Establish and shape the client relationship function at Sprint, creating streamlined processes to manage our clients
• Build and nurture strong, meaningful relationships with our clients, new and old, ensuring they feel valued and supported.
• Use client feedback to influence our product roadmap and drive innovation.
• Analyse data from various sources (support tickets, client feedback surveys, etc.) to spot trends and help us continuously improve.
• Manage our clients’ data in Zoho CRM.
• Promote and upsell our products and services, helping clients discover new ways to get the most out of what we offer.
• Maintain an organised schedule of client review meetings.
• Ensure our customers are getting what they need and are happy with our services.
• Get stuck into a wide variety of projects and tasks, which may not always typically be a client relationship manager’s responsibility.

Who we are looking for

• An experienced relationship manager, account manager, or similar, who will be our expert in this area.
• A natural people person, with a talent for building and maintaining relationships.
• Experience working in the financial advice industry
• Confident and authentic, able to have direct and meaningful conversations with clients.
• A proven track record of upselling products and services.
• Highly organised, with the ability to manage a schedule of client meetings and keep track of interactions with our numerous clients.
• Comfortable dealing with people of all seniorities across a range of organisations.
• Motivated and proactive, comfortable working independently, and passionate about shaping the client relationship function at Sprint.   
• Able to work collaboratively in a small company environment, embracing uncertainty and change.   
• Experience working with customer support and product development teams.
• Legally authorised to work in the UK without sponsorship.  

What we can offer you

• Salary: £45,000 - £50,000 depending on experience
• A fully remote role (working from home) with occasional funded company meet-ups
• Flexible working hours
• 25 days holiday (plus bank holidays), increasing with length of service
• An extra day off on your birthday
• 2 days of volunteering / corporate social responsibility leave
• Holiday purchase scheme (buy or sell up to 5 days)
• Life assurance
• Monthly wellbeing allowance (e.g. for gym memberships or wellness activities)
• Enhanced parental leave
• Contribution to private health cover
• Employee Assistance Programme
• Contributory pension scheme
• Personal development/training budget
• Salary sacrifice options (e.g. extra pension contributions, electric vehicle purchase)

We’re committed to fostering a diverse, equal, and inclusive workplace at Sprint. We believe that innovation thrives when we embrace various perspectives, backgrounds, and experiences – creating an environment where everyone is valued, respected, and empowered to contribute to their full potential. With that in mind, we encourage applications from people of all genders, races, ethnicities, sexual orientations, neurodiversity, abilities, and backgrounds. Together, we aim to build a workplace that reflects the diverse communities we serve.