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Management Level

Business Function

Lenvi is the new-breed FinTech bringing together 3 businesses, Credit Services, Riskfactor and KYC.

Credit Services provide advanced consumer credit technology and outsourced services to banks and other lending institutions. Delivering digitally enabled loan management solutions to millions of UK consumers.

Riskfactor is a leading global provider of analytical software to the commercial finance industry, providing quality software and services to a high-profile international client base, including 85% of the UK commercial finance industry, and numerous other clients around the world.

KYC Solutions is an experienced Know-Your-Customer (KYC) technology and services provider and is a trusted partner to leading financial institutions and banks. We help our clients master their client lifecycle management processes including regulatory due diligence on boarding, periodic and event-driven review, remediation and off boarding

Role Summary

The Customer Success Management Assistant role is part of the Customer Success team. The team are responsible for ensuring our customers receive outstanding customer service, developing customer relationships to optimise the use of the software whilst extending the revenue per customer and improving the overall user experience.

Core Duties/Responsibilities

Key responsibilities are:

• Support to Account Directors in delivery and execution of weekly, monthly and quarterly customer meetings.
• Liaising with the Product and Professional Services staff to facilitate estimates and paperwork for identified client change.
• Assisting in the completion of client renewals.

• Assist in maintaining customer account plans.

• Working with marketing in the generation of marketing collateral in relation to specific modules or subjects and identification of customers for case study preparation.
• Support to Account Directors in proactively managing and resolving issues or actions arising from customer queries.
• Identifying opportunities to extend the earning from each customer.
• Assist in the preparation of customer proposals.
• Support the Account Directors to ensure Salesforce is accurate and up to date.

Knowledge, Skills, Experience

The ideal candidate will have the following knowledge:

• Understanding of the consumer credit industry and associated lending products.
• Understanding the importance that technology can have in shaping the near- and medium-term future for clients.
• A high-level understanding of modern software architectures, technologies; development methods (including agile and waterfall) and test automation.
• A high-level understanding of hosting platforms and technologies.

Skills, Experience and Attitudes

• The ideal candidate will have the following :

• Ability to build relationships across client hierarchy from users to Exec.
• Great communication skills, excellent written and verbal skills.
• Hands-on, self-starter with an ability to work within deadlines.
• Ability to prioritise workloads and work autonomously.
• Work effectively with wider stakeholder groups within the organisation.
• Adept at solving problems and possess strong analytical skills.
• Attention to detail.
• Passionate about process and technology improvement.
• Consistently act as a team player.

We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.

Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks.