A little bit about Flanks 🚀

Flanks is shaking up the wealth management industry by making it simpler and way more efficient for financial institutions. Our SaaS platform is designed to help banks, family offices, and wealth managers get a full picture of their clients' financial assets—all in one place. 💼💡

Founded in 2019 and based in Barcelona, we’ve brought together a team of passionate wealth management and tech pros, all with a shared goal: to change how wealth management is done. Backed by €9.8 million in investment, we’re growing fast, and we’re not stopping anytime soon! 📈🔥

What we stand for:

• People First 🤝 – our team comes first. We want every Flanker to feel at home, engaged, and part of something bigger.
• Keep Growing 🌱 – as the company grows, so should you. We’re all about personal and professional development here.
• Think Twice, Act Once 🧠💭 – we believe in thoughtful decisions, considering the impact on both our team and our clients before taking action.

If you’re looking for a place where you can grow and make an impact at a fast-paced, exciting fintech startup, this might just be the place for you! 🎯✨

About the role 💼

At Flanks, we’re all about delivering maximum value to our clients—supporting them at every step of their journey and ensuring they have an outstanding customer experience. As a Senior Customer Success Manager, you’ll be at the heart of this mission, leading the account management of our existing client portfolio.

👥 Reporting to our Customer Success Team Lead, this role sits at the very core of our company, offering a fantastic opportunity to collaborate with Tech, Operations, and Sales—helping you develop both technical expertise and commercial acumen along the way.

💼 You’ll be working with senior stakeholders like CEOs, COOs, and Wealth Management Directors, gaining a deep understanding of our international corporate clients’ businesses. Your responsibilities will include:
✅ Onboarding new clients and ensuring a smooth start with our platform.
📊 Leading quarterly account reviews, providing insights and strategic guidance.
📈 Owning key success metrics—product usage, support ticket close rates, contract renewals, and customer satisfaction.

Beyond that, you’ll be the go-to expert for clients' day-to-day queries, proactively helping them optimise their aggregation programmes. You’ll also collaborate with different teams at Flanks to find the best solutions.

If you love building relationships, solving problems, and making an impact—this role is for you! 🚀

What you'll do 🛠️

Here’s what you can expect to work on: 

• 📊 Quarterly Business Reviews & Optimisation – Regularly review your clients’ aggregation programmes, ensuring they achieve their goals and get the most value from our solutions.
• 🚀 Seamless Customer Onboarding – Guide new clients through a smooth onboarding journey, helping them expand their connection coverage and make the most of their data insights.
• 🔄 Cross-Team Collaboration – Act as the bridge between customers and internal teams, ensuring clear communication and smooth coordination of requirements.
• 📈 Growth & Upsell Opportunities – Identify ways to expand usage of our solutions and work alongside the Sales team to explore potential upsell opportunities.
• 🗣️ Customer Advocacy – Be the voice of the customer within Flanks—gather feedback, champion their needs, and ensure improvements are implemented.
• 💡 Day-to-Day Customer Support (50% of your role) – Provide friendly, efficient, and effective support on specific topics, ensuring a top-tier experience for our clients.
• 🌍 Global Impact – You’ll be the primary contact for Spanish-speaking markets, while also engaging with international clients.

If you love building relationships, driving success, and making an impact—this is the role for you! ✨

What we'd love to see 😍

• 🗣️ Exceptional communication skills – Native-level Spanish and fluent English are a must. If you also speak French, Portuguese, German, or a Scandinavian language, that’s a big plus!
• 🔹 Experience is important! We are looking for an experienced professional with at least 5 years of banking and client contact experience in financial or asset management.
• 📈 Proven experience in a customer-focused role – You’ve got a solid track record in Sales or Customer Success, and you know how to build and maintain relationships.
• 🎓 Relevant educational background – Ideally, you’ve studied IT, Finance, Economics, or Business Administration.
• 🤝 Strong stakeholder management skills – You’re comfortable working with clients at all levels, from hands-on teams to senior executives.
• 📊 Analytical & strategic mindset – You can interpret data, identify trends, and collaborate across teams to drive success.
• 🗂️ Top-notch organisational skills – You’re independent, detail-oriented, and know how to juggle multiple priorities.
• 🛠️ Problem-solving attitude & resilience – You stay cool under pressure and tackle challenges head-on.
• 🚀 A passion for learning & growing – You’re excited to develop your career in Customer Success and eager to learn new skills.

If this sounds like you, don’t worry if you don’t check every single box—we’ll support your growth along the way. 🚀🙌

What we offer 🎁

The hiring process ⚙️

1. Send us your CV, cover letter, etc. 📧
2. You’ll have a chat with our Head of People, Mireia Barón. 💬
3. A meeting with our CSM Lead, Esteban Jasbon
   
4. A roleplay with our CRO, Benjamin Parotte.
5. Any extra meetings you (or we) might need to iron out any questions. 🤔
6. We send you an offer! 💌

We aim to keep things moving fast—ideally wrapping things up in one to four weeks. ⏳💨

If this sounds like a good fit for you, we’d love to hear from you. Don’t hesitate to send us your CV and/or cover letter. ✉️🤗

At Flanks, we believe in fostering diversity and inclusion across everything we do. We’re proud to be an equal opportunity employer, and we welcome all applications regardless of race, religion, gender, age, or disability status. 🌈💼