Customer Success Manager (CSM)

As a Customer Success Manager (CSM) within our Report Hub Team, you will own and grow relationships with key financial services clients, supporting their regulatory reporting operations and acting as a trusted advisor across support, product, and technology teams.

This role combines client engagement, problem-solving, and service improvement giving you direct exposure to complex financial ecosystems and high-impact client interactions.

Why Join Us

• Work with Global financial institutions on critical regulatory reporting
• High visibility role with direct client ownership
• Exposure to product, technology, and regulatory change
• Opportunity to shape service improvements and influence product direction
• Collaborative, global working environment
• Clear progression into Product, Technology or Client Lead Roles.

Your Responsibilities Client Ownership

• Primary contact for assigned clients
• Build strong relationships and understand client needs
• Act as client advocate internally

Client Support & Escalation

• Manage complex production issues and escalations
• Coordinate with Product, Tech, and Integration teams
• Ensure timely and high-quality resolution

Service Delivery

• Deliver service reviews and performance reporting
• Maintain accurate documentation and case oversight
• Drive proactive engagement with clients

Continuous Improvement

• Identify service and process improvements
• Contribute to strategic initiatives and projects
• Share knowledge and drive team development

Qualifications

Experience in client relationship management, client support, or service delivery within financial services (typically 4-6+ years)

Nice To Have

• Experience with regulatory reporting (EMIR, SFTR, MiFID )
• Understanding of data flows and system integrations
• Experience working with SaaS or platform-based solutions

How We Work

Delta Capita is an equal opportunity employer. We positively encourage applications from suitably qualified and eligible candidates regardless of age, colour, disability, national origin, ancestry, race, religion, gender, sexual orientation, gender identity and/or expression, veteran status, genetic information, or any other status protected by applicable law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. If you require any reasonable adjustments through your interview process, please use the designated space within the application questionnaire.

This is a permanent role based in Wrexham with hybrid working. For this role, a valid working permit for UK is mandatory.