Customer Success Lead

FYXER

Charity Customer Success Lead managing charity partners for a fintech platform. Responsible for onboarding, relationship management, and driving fundraising impact.

Posted 4/13/2026full-timeRemote • 🇬🇧 United KingdomSeniorWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

Competitive benefits

ATS Keywords

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Applicant Tracking System Keywords

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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