Customer Success Manager - Remote

United Kingdom
Full Time
August 3, 2021


Make a valuable contribution

DirectID is a Global Credit Risk Platform that is redefining the industry for both lenders and their consumers by leveraging real-time bank data. Our platform leverages Open Finance and bank statement data to help our customers throughout the credit risk lifecycle from onboarding through to collections & recoveries.

We are a growing company, and we recognise we are not just building world-class products, we are also seeking to build a world-class team and a set of sustainable practices that will continue to deliver value as we scale. We believe that the best work comes from cross-functional, self-organising, and diverse teams that take ownership of their processes and practices.

Working within our Customer Success Team in Edinburgh for DirectID, you will be an integral part of The ID Co. as we strive to help our customers achieve their goals.

The Customer Success team is focused on helping customers from onboarding, through launch and during their journey with DirectID. As a Customer Success Manager you will be working directly with our customers, supporting them during their onboarding, implementation and long term partnership while sharing best practice and insight from the industry.

The role requires someone who is a sharp and experienced account manager, passionate about helping customers, creating strong relations, someone who has a passion for helping people, creative thinking, the ability to forecast what customers might be looking for and a strong desire to learn about the product.



  • Demonstrable account management or customer success experience, or equivalent industry experience
  • Commercials experience on handling renewals and upsells
  • Proven credibility building respect with clients when talking about solutions, commercial structures, change management and benefits to the solutions
  • Clear analytical thinker and problem solver with an ability to use the data available to develop fresh insights and ideas
  • Enthusiastic business ethic, a service-oriented ethos and the talent to forge strong connections
  • Great attention to detail
  • Focuses on priorities to drive business performance
  • Collaboration and Teamwork: works with others to deliver results, meaningfully contributing to the team and prioritizing group needs over individual needs
  • Communicates with colleagues effectively by listening and sharing information
  • Consults and briefs others regularly, ensuring full understanding is achieved
  • Handles difficult situations confidently and removes restrictions to communication
  • You have solid written, communication and presentation skills
  • Customer Focus: demonstrates a desire to proactively help and serve internal/external customers meet their needs


  • Open Banking industry knowledge would be beneficial but not compulsory
  • Confidence and ability to engage at senior levels of businesses on a range of topics, converting into viable business development opportunities
  • Experience in running product training session for customers


  • A great team and challenging problems to solve
  • Options for fully or partial remote working – ideally within the UK
  • A flexible working environment – we are one of Scotland’s top 10 most flexible employers
  • EMI Share Scheme
  • We're a growing company so your contributions will be valued and have a big impact
  • Mentoring and training
  • Vocational training allowance and a training fund to use as you want for non-work-related training
  • Ring-fenced training and innovation time
  • Friday social events
  • Uncapped Bike to work scheme

To apply for this position, please click HERE

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Careers At DirectID

This is no ordinary team hired to fill seats. We have assembled a world leading team to build products at the bleeding edge of the financial revolution – and we’re winning.
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Learn more about Careers at DirectID