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Jobs at Defaqto (Now Hiring) — 10 open

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Customer Success Consultant

London, England, United Kingdom · Hybrid

$50k–$55k/yr

Senior

Customer Success Consultant Department: Customer Success Employment Type: Permanent - Full Time Location: London Reporting To: Head of Customer Support Compensation: £50,000 - £55,000 / year Description We’re looking for…

Skills: Strategic Account Management, Consultative Engagement, Stakeholder Management, Data Analysis, Customer Onboarding

Defaqto logoDefaqto

Business Risk Consultant

United Kingdom · Remote OK

Senior

Business Risk Consultant Department: Business Risk Employment Type: Permanent - Full Time Location: Remote - UK Reporting To: Head of Discretionary Investment Description We’re looking for an experienced Business Risk Co…

Skills: Business Risk Assessment, Regulatory Compliance, Financial Advisory, Investment Management, MIFIDPRU

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Product / UI Designer

London, England, United Kingdom · Remote OK

Senior

Product / UI Designer Department: Marketing Employment Type: Fixed Term - Full Time Location: London Reporting To: Head of Marketing & Planning Description Shape a best-in-class design system that powers both product and…

Skills: UI Design, UX Design, Product Design, Design Systems, Interaction Design

Defaqto logoDefaqto

Senior Product Marketing Manager

London, England, United Kingdom · Hybrid

Senior

Senior Product Marketing Manager Application Deadline: 2 July 2026 Department: Marketing Employment Type: Permanent - Full Time Location: London Reporting To: Head of Marketing & Planning Description Own the go‑to‑market…

Skills: Go-to-market Strategy, Product Positioning, Value Proposition Development, Market Segmentation, Competitive Analysis

Defaqto logoDefaqto

Business Development Manager

United Kingdom · Hybrid

Mid level

Business Development Manager Department: Sales Employment Type: Permanent - Full Time Location: Field-based Reporting To: Head of Sales Description We’re looking for a commercially driven Business Development Manager to …

Skills: Business Development, Sales, Account Management, Financial Services Knowledge, Pipeline Management

Defaqto logoDefaqto

Data Architect

Haddenham, England, United Kingdom · Hybrid

Senior

Data Architect Department: Data Employment Type: Contract Location: Haddenham Reporting To: Head of Data Description This role can be filled via fixed term contract or via daily rate (Inside IR35) via umbrella company. U…

Skills: Logical Data Modeling, Physical Data Modeling, Entity-Relationship Modeling, Normalization, Dimensional Design

Defaqto logoDefaqto

Business Development Manager - Investment Services

United Kingdom · On-site

Mid level

Business Development Manager - Investment Services Department: Omni Invest Employment Type: Permanent - Full Time Location: Field-based Reporting To: Senior BD Manager Description Help shape the future of investment gove…

Skills: Investment Governance, Business Development, Relationship Management, Consultative Selling, Proposition Design

Defaqto logoDefaqto

Data Architect

London, England, United Kingdom · Hybrid

Senior

Data Architect Department: Data Employment Type: Contract Location: London Reporting To: Head of Data Description This role can be filled via fixed term contract or via daily rate (Inside IR35) via umbrella company. Up t…

Skills: Logical Data Modeling, Physical Data Modeling, Entity-Relationship Modeling, Normalization, Dimensional Design

Defaqto logoDefaqto

Full Stack Developer

United Kingdom · Remote OK

Senior

Full Stack Developer Department: Technology Employment Type: Permanent - Full Time Location: Remote - UK Reporting To: Software Engineering Manager Description A key role to help shape the future of a successful insuranc…

Skills: Python, Django, SQL, React, JavaScript

Defaqto logoDefaqto

Full Stack Developer

Cwmbrân, Wales, United Kingdom · Hybrid

Mid level

Full Stack Developer Department: Technology Employment Type: Permanent - Full Time Location: Cwmbran Reporting To: Software Engineering Manager Description A key role to help shape the future of a successful insurance fi…

Skills: Python, Django, SQL, React, JavaScript

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Customer Success Consultant

Defaqto

London, England, United Kingdom • Hybrid

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SeniorHybrid · 2 days in office

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  • $50k–$55k/yr
  • Full-time
  • bachelor degree
  • Posted 3d ago
  • ~40 hrs/week

Responsibilities

The role involves managing a portfolio of high-value financial advice firms to drive product adoption and measurable business outcomes. It requires acting as a trusted adviser, delivering tailored onboarding, and collaborating cross-functionally to improve retention and identify up-sell opportunities.

Requirements

Candidates should be degree-educated with proven experience in managing high-value accounts and a deep understanding of the UK financial services industry. Strong analytical skills and the ability to influence senior-level decision-makers are essential.

Full job description

Customer Success Consultant

Department: Customer Success

Employment Type: Permanent - Full Time

Location: London

Reporting To: Head of Customer Support

Compensation: £50,000 - £55,000 / year



Description

We’re looking for a strategic Customer Success Consultant to partner with financial advice firms and drive measurable client outcomes.

Role Overview:

As a Customer Success Consultant, you will act as a trusted adviser to a portfolio of high‑value, strategically important customers within the financial advice sector. You will be responsible for building strong, senior‑level relationships, driving adoption of Defaqto’s adviser products, and ensuring clients achieve measurable business outcomes.

This role combines strategic account management, insight-led consultancy, and cross‑functional collaboration, with a strong focus on delivering impact for clients while modelling company values and contributing to a high‑performance, customer‑centric culture.


What you'll do

Strategic portfolio management:
  • Own and grow relationships with high‑value customers, ensuring they derive maximum value from our products.
Consultative engagement:
  • Use a consultative approach to understand customer goals and challenges, to then build bespoke engagement plans that drive adoption and success.
Onboarding & education:
  • Deliver advanced onboarding and training sessions tailored to complex customer needs.
Data-driven insights:
  • Analyse engagement data and provide actionable recommendations to improve adoption and outcomes.
Collaboration with Sales:
  • Identify potential up-sell opportunities, support renewals, and strengthen retention strategies.
Influence and advocacy:
  • Act as the voice of the customer internally, championing feedback to Product and Marketing teams.
Culture and leadership:
  • Serve as a role model for company values, champion better ways of working, and contribute to a positive, collaborative culture.


What you'll need to succeed:

Qualifications/training
  • Degree educated, or able to demonstrate equivalent intellectual ability.

Knowledge
  • Deep understanding of Customer Success principles and consultative methodologies.
  • Strong knowledge of the UK financial services industry, including regulatory changes and advice firm structures.
  • High level of IT literacy, including MS Office and CRM systems.
Skills
  • Exceptional relationship-building and stakeholder management skills at senior levels.
  • Ability to influence and drive strategic conversations with decision-makers.
  • Strong analytical and problem-solving skills; able to interpret data and present insights.
  • Excellent communication and presentation skills across all mediums.
  • Highly organised with the ability to manage complex projects and priorities.

Experience
  • Proven experience managing high-value accounts and delivering measurable
  • improvements in engagement and retention.
  • Track record of consultative selling or influencing change within customer organisations.
  • Experience collaborating cross-functionally with Sales, Product, and Tech teams.
Your approach to work
  • Act as a role model for company values and champions a positive culture.
  • Comfortable working in ambiguity and driving clarity through collaboration.
  • Proactive, resilient, and solutions-focused.
  • Committed to continuous learning and personal development.
  • Data-driven and results-oriented, with a strong focus on impact.
It’s also important that you live our values as these are fundamental to our purpose as an
organisation, so be sure to Think Big, Be Bold, Own It, Team Up and Be A Star


Important to know:

Location:
This is a hybrid working role - you'll spend 2 days a week in our London office (Herbal Hill) working with colleagues and the other days from home.

Right to Work:
Applicants must already hold a legal right to work in the UK without time restrictions and without the need for future sponsorship. We are unable to provide Skilled Worker visa sponsorship.

Related keywords

Customer SuccessFinancial ServicesConsultative MethodologyAccount ManagementUK Financial RegulationsCRMMS OfficeRetention StrategiesUp-sellingStakeholder ManagementData-Driven InsightsOnboardingFinancial Advice Sector

About Defaqto

LinkedInVisit site
Industry
Financial Services
Company size
51-200 employees
Headquarters
Haddenham, Buckinghamshire
LinkedIn followers
5,708

Defaqto is the UK’s most trusted source of financial product and market intelligence, supporting financial institutions, intermediaries and consumers to make smarter financial decisions. We maintain the UK's largest financial product database and use proprietary research methodology to develop independent ratings, reviews, insights and technology. By bringing together product data, technology and consumer insight we are in a unique position to help everyone make smarter, more informed financial choices now, and in the future. And in doing so we hope to raise industry standards, power consumer choice and help the industry meet evolving customer needs.

Offices: Unit 12, Pegasus Way, Haddenham Business Park, Haddenham, Buckinghamshire HP17 8LJ, GB

FinanceFinancial Services
View all jobs at Defaqto

About Defaqto

LinkedInVisit site
Industry
Financial Services
Company size
51-200 employees
Headquarters
Haddenham, Buckinghamshire
LinkedIn followers
5,708

Defaqto is the UK’s most trusted source of financial product and market intelligence, supporting financial institutions, intermediaries and consumers to make smarter financial decisions. We maintain the UK's largest financial product database and use proprietary research methodology to develop independent ratings, reviews, insights and technology. By bringing together product data, technology and consumer insight we are in a unique position to help everyone make smarter, more informed financial choices now, and in the future. And in doing so we hope to raise industry standards, power consumer choice and help the industry meet evolving customer needs.

Offices: Unit 12, Pegasus Way, Haddenham Business Park, Haddenham, Buckinghamshire HP17 8LJ, GB

FinanceFinancial Services
View all jobs at Defaqto

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