Burrows & Partners
Client Success Manager
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Burrows & Partners
Specialist lead generation for wealth management firms and financial advisers globally
Logistics
- Location: Remote
- Timing: Late October / first week November 2026
- Employment Type: Full Time (UK hours)
- Compensation: Competitive
The Role
We're hiring a Client Success Manager to own the client relationship from post-sale onward. You'll be the face clients see every week - running Touch Points, chasing assets and approvals, keeping accounts calm and moving, and escalating with context when something needs the founder's attention.
You won't be writing ad copy, running campaigns, or building landing pages. We have specialists and systems for production. Your job is the human side: making sure clients feel looked after, nothing slips through the cracks, and delivery stays on track. That being said, you will be the final gate for marketing approvals, so should have strong attention to detail and a firm grip of what drives advertising campaign results.
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What you'll do:
- Run weekly client Touch Points and keep accounts on rhythm
- Chase assets, feedback, compliance sign-off, and approvals - firmly but without damaging the relationship
- Translate client feedback into clear briefs for the creative and ads team
- Report account status (red / amber / green) with context and recommended actions
- Escalate performance issues, scope creep, and churn risk to the founder - with a recommendation, not just a flag
- Keep notes, next actions, and client status documented the same day
Requirements
- 3+ years in agency account management (or equivalent multi-client professional services)
- Proven track record owning client relationships end-to-end - not just project admin
- Excellent with people: calm, clear, strong follow-up discipline, able to push without burning bridges
- Credible with professional, high-trust clients (wealth managers, financial advisers, regulated industries)
- Strategically literate - can read a brief, spot misalignment, and ask the right questions
- Strong written communication: client-ready emails and updates, concise and polished
- Comfortable with Notion, Slack, CRM tools, and Google Workspace
- High ownership, low ego
- Strong AI competence - you will help manage and expand upon our team of AI agents
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Nice-to-Haves
- Prior experience with fintech, wealth management, insurance, or regulated-adjacent clients
- Background in lead generation, performance marketing, or funnel-based agencies
- Experience managing multiple client accounts simultaneously without dropping balls
- Built or improved a client reporting cadence (Touch Points, QBRs) before
- Strong attention to detail and copywriting ability
Apply:
Send your CV and 5–8 lines on a client relationship you owned end-to-end — specifically how you chased without damaging trust.
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