Project Manager, Moneyhub
Customer Success
Financial management solutions
Be an early applicant
Financial management solutions
101-200 employees
Be an early applicant
101-200 employees
Company mission
To improve the financial wellness of people, their businesses, and their communities.
Role
Who you are
- Domain and market: 2+ years of experience delivering SaaS solutions, B2B in a Fintech or similar organisation
- Project Management: Demonstrable understanding of fundamental delivery project management disciplines in an agile, matrix-management environment
- Client-Centric: Puts the client’s needs first, ensuring a first-class experience at every stage
- Delivery-Focused: Skilled in managing multiple complex projects simultaneously
- Collaborative: Works effectively across teams—Sales, Product, and Engineering—to deliver results
- Analytical: Uses data and insight to identify opportunities and improve performance
- Technical: Able to understand how our solutions are architected, deployed and run. Comfortable interpreting data and logs
- Proactive Communicator: Keeps all stakeholders informed and engaged
- Adaptable: Comfortable working in fast-paced, evolving environments with enterprise clients
- Professional & Empathetic: Maintains a high standard of communication and client rapport
What the job involves
- As an enterprise B2B2C company, our clients roll out our technology to improve their customers journey and enhance their financial outcomes
- We do this through an API-first approach that streamlines access to our market-leading Categorisation, Decisioning, and Analytics engines, together with Payments Initiation
- In doing so we deliver actionable insights with reduced transaction costs, accelerated settlements, and a safer, more convenient customer experience
- We’re a regulated entity offering AISP, PISP, and CISP services, trusted by leading banks, insurers, asset and wealth managers, pension companies, financial advisors, and fintechs to enhance financial outcomes for their clients
- As a Project Manager within Moneyhub’s Customer Success team, our mission is to deliver our products and services successfully to our clients and to own and drive the Client Success and Client Support strategies
- To deliver first-class service and high professionalism in every interaction
- As a delivery-focused Customer Success Project Manager, you will be at the forefront of providing that service, working closely with the Product Manager and Sales Director to ensure an excellent client experience from sales through to support
- Client Engagement & Delivery Leadership (60%)
- Build and maintain trusted relationships with enterprise clients
- Lead client projects day-to-day, chasing actions, mitigating risks, and troubleshooting issues
- Ensure a seamless transition from sales to delivery and ongoing support
- Facilitate client workshops and meetings, both remotely and on site
- Provide professional, proactive communication and status updates tailored to client needs
- Cross-Functional Collaboration & Strategy (20%)
- Work closely with Sales, Product, and Engineering to deliver high-quality outcomes and identify opportunities for product improvement
- Partner with Senior Leadership Team to evolve Client Success and Support strategies in line with company goals
- Use client data and analytics to highlight trends, risks, and opportunities for improvement
- Champion the “voice of the customer” to ensure issues and opportunities are surfaced early and acted on
- Commercial & Continuous Improvement (20%)
- Support Sales in identifying cross-sell and up-sell opportunities
- Collaborate with Finance to ensure accurate invoicing and timely payments
- Support client escalation meetings and contribute to continuous improvement based on feedback and analytics
- Contribute to business planning and prioritisation by understanding revenue, client potential, and pipeline
- At 3 Months (Onboarding & Foundations)
- Fully understands Moneyhub’s products and enterprise client expectations
- Has built key relationships with Sales, Product, and Delivery teams
- Supports initial client engagements and delivery meetings confidently
- Managing first project(s)
- At 6 Months (Proficiency & Impact)
- Manages multiple client projects independently from initiation to post-delivery support
- Demonstrates strong stakeholder management and client communication skills
- Identifies client growth opportunities and shares insights with Sales and Product
- Begins to contribute to evolving Client Success strategy and process improvements
- At 12 Months (Leadership & Strategic Influence)
- Recognised internally and externally as a trusted advisor to clients
- Proactively identifies risks, opportunities, and innovations that enhance delivery and satisfaction
- Drives strategic improvements across client support and delivery practices
- Demonstrates measurable impact on retention, client satisfaction, and account growth
Salary benchmarks
Our take
2022 saw large changes to the FCA (Financial Central Authority) and its Consumer Duty regulations, which has meant that companies such as Moneyhub, an Open Finance data and payments platform, are more important than ever.
Moneyhub has gone from strength to strength as a data analytics for finance platform. A winner of the UK Fintech Awards 2021, Moneyhub helps businesses develop better ways to engage with their customers through consent-driven data. It also gives companies and people the power to make more informed decisions about risk management and investment through their big data.
The influx of VC funding Moneyhub has received reflects the growing need for more powerful financial management and customer engagement tools, especially as corporation tax and cost of living rise exponentially. Moneyhub is a leader in this area, at a time when companies like it are under more pressure to help navigate a rocky economy. On that subject, Moneyhub closed off its D2C practices in 2025, to focus entirely on products for B2B customers, including a white-label engagement platform, APIs for open date and credit and payment decisioning solutions.
Freddie
Company Specialist at Welcome to the Jungle
Insights
51% employee growth in 12 months
Company
Funding (2 rounds)
Dec 2022
$20.1m
EARLY VC
Oct 2022
$46.7m
EARLY VC
Total funding: $66.8m
Company benefits
- 10% toward each person’s pension
- Private medical insurance, accepting of all pre-existing conditions
- Support for your mental, financial, and professional wellbeing including 24/7 access to a GP online for consultations
- Flexible working
- 25 days holiday, plus bank holidays and the option to buy more
- Family pay for all new parents
- Personal development fund
- Professional memberships
Company HQ
Redcliffe, Bristol, UK
Leadership
Alastair McGill
(CEO)Previously General Manager at Broadridge, CRO and Managing Director of Cashfac Technologies and was the Executive Vice President of the Asia Pacific for SmartStream Technologies.
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