Customer Success Team Member

at PensionBee in London

(₤21000 - ₤30000 per year)

Customer Success Team Role


Great team, exciting high-growth fintech startup
£21,000 base salary with average bonus p/a of £3,500 dependent on performance (paid quarterly) + equity in the company
London Bridge, London


About us


PensionBee is an exciting, young company located near Borough Market (which if you don’t know it, does the best lunch in London). We are an online pension manager, helping our customers manage their money through our very accessible and user friendly web app. We offer pension plans which are managed by the world’s biggest investment managers. Our customers combine their various pension pots from different periods of employment into one of our plans.


Our customers love us because we empower them to take control of their financial futures. We do this by thinking from the perspective of the employees of today, and building our product around what they need and respond to. This involves doing away with the jargon, high fees and hefty paperwork associated with old fashioned providers, who currently dominate the market. We replace these with a friendly, high tech service that makes pensions easy and pleasant (some even say fun) to manage.


Do you want to join a brilliant team of motivated and socially conscious people, who are really very excited about building a company that has potential to really shake up the traditional pension industry? Then we need you!


The role


PensionBee is looking to add to our Customer Success Team (or as we call them internally, BeeKeepers & Nectar Collectors!) to administer new customers seeking to find their pensions.


The role gives you an exciting opportunity to become involved in the most important area of our business, showing love to our customers, whether it be by interacting with them directly in the BeeKeeper role, or handling the important administrative tasks involved in transferring our customers pensions.


Our Customer Success Team guide our customers through the process of combining their pensions and bringing them online. This includes finding old pensions, building our database, nurturing customers, solving problems caused by providers (there are many), and enjoying the reward of helping our customers take control!


The key skills required are:


Attention to detail
Strong work ethic and a team-oriented spirit
Good reasoning skills
Excellent written and verbal communication skills
A confident, personable, client-facing attitude
Prior knowledge of the pension market is advantageous, but not required


As we are a small team, you can become involved in a variety of work outside your main role. These will be valuable learning experiences that will help you grow with the company. The Customer Success Team roles follow a 2-year program throughout which, we hope to prepare you for the next step of your career!


The Customer Success Team is very well placed to gather key insights into how our customers are responding to our product and marketing, and how our operations can be improved. These insights are fed back to the team and help us develop our business.


You will have the opportunity to be involved in all aspects of our business and the role presents a unique opportunity to learn about marketing, product development, strategy and technology. For you this is a chance to make real impact as a valuable member of our team, as we continue our journey to disrupt the traditional pensions industry.


Please send your CV and a motivation letter for why you want to work for PensionBee. We are looking to fill the role soon, so we want to hear from you!


We are an equal opportunity employer and value diversity at our company.


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Published at 30 May 2018
Expires on 29 Jun 2018