FYXER

Customer Success Lead

FYXER

full-time

Posted on:

Location Type: Remote

Location: United Kingdom

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Job Level

Senior

About the role

  • Own the success of a portfolio of charity partners — from onboarding through activation, adoption, and renewal.
  • Act as the primary point of contact for partners while proactively identifying opportunities to help them grow their fundraising impact.
  • Manage a portfolio of charity partners across the full lifecycle.
  • Build trusted relationships with operational contacts and senior stakeholders.
  • Lead structured partner check-ins focused on upcoming fundraising opportunities.
  • Anticipate and address challenges proactively.
  • Guide new partners through onboarding and activation.
  • Ensure partners reach early fundraising milestones.
  • Identify opportunities for partners to utilise additional platform capabilities.
  • Maintain a clear view of portfolio performance and account health.
  • Contribute to renewal forecasting with clear account insight.
  • Maintain accurate CRM data and produce weekly portfolio reporting.
  • Develop repeatable processes for partner onboarding, engagement, and escalation.

Requirements

  • Solid experience in Customer Success, Account Management, or Client Services
  • Background in SaaS, digital platforms, fintech, or agency environments
  • Demonstrated experience growing and managing a partner or client portfolio
  • Strong commercial awareness and ability to identify growth opportunities
  • Highly proactive working style with strong ownership of accounts
  • Excellent organisational skills and experience using a CRM system
  • Experience working in nonprofit, charity, or mission-driven sectors, ideally with familiarity with digital fundraising platforms, donor-advised funds (DAFs), or campaign-driven fundraising environments
  • Experience building or improving customer success processes in scaling companies
  • Comfort using data and account health indicators to guide prioritisation
  • Demonstrable portfolio expansion (increased adoption, revenue growth, referrals)
  • Experience managing accounts with seasonal or campaign-driven cycles
  • Experience building or using account health scoring frameworks
  • Examples of turning around at-risk partner relationships
Benefits
  • Competitive benefits
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Customer SuccessAccount ManagementClient ServicesCRM systemsData analysisPortfolio managementFundraising impactOnboarding processesAccount health scoring frameworksDigital fundraising platforms
Soft Skills
Proactive working styleStrong ownershipExcellent organisational skillsRelationship buildingCommercial awarenessProblem-solvingCommunicationLeadershipStrategic thinkingAdaptability