Vacancy Detail

Client Success and Finance Manager

We're recruiting on behalf of a growing professional services business looking to appoint a Client Success & Finance Manager to join their team in Salford Quays.

This is a varied role that combines client account management, finance, credit control and operational coordination. You'll become the primary point of contact for clients once a project has been completed, ensuring they receive an exceptional level of service while managing the financial administration that supports their journey.

Working closely with the Commercial Director and wider business, you'll play a key role in maintaining strong client relationships, encouraging repeat business and referrals, and ensuring internal systems and financial processes run efficiently.

The Role

You'll oversee the client journey from project completion through to invoice settlement before taking ownership of the ongoing client relationship. Alongside managing invoicing and accounts receivable, you'll work proactively with clients to maximise retention, identify future opportunities and deliver a first-class customer experience.

This is an ideal opportunity for someone who enjoys building relationships but is equally comfortable managing financial processes and keeping multiple projects organised.

Key Responsibilities

Finance & Operations

• Prepare, issue and reconcile client invoices
• Manage accounts receivable and credit control
• Monitor project progress and financial milestones
• Maintain accurate records across finance and CRM systems
• Ensure client communications and documentation remain up to date

Client Success & Account Management

• Act as the main point of contact for an existing client portfolio
• Deliver an exceptional customer experience throughout the client lifecycle
• Build long-term relationships that encourage repeat business
• Gather client feedback, testimonials and online reviews
• Identify referral opportunities and additional services that could benefit clients

About You

You'll be highly organised, commercially minded and genuinely passionate about delivering excellent customer service. You enjoy taking ownership of your work, have excellent attention to detail and can confidently build relationships with business owners and senior stakeholders.

Ideally you'll have experience in a client-facing role involving account management, finance administration or credit control, and you'll be comfortable working with CRM systems. Experience using Xero or Monday.com would be advantageous but isn't essential.

What's on Offer

• £35,000 to £40,000 depending on experience
• Company pension
• 24 days' holiday plus Bank Holidays
• Ongoing professional development
• Genuine career progression opportunities
• Modern offices in Salford Quays
• Supportive and collaborative team environment

If you're looking for a role where you can combine finance, client relationship management and operational responsibility within a growing business, we'd love to hear from you.

To Apply

Contact David at Greys Specialist Recruitment

Location: Salford Quays | Salary: £35000 - £40000 per year | Job type: Permanent | Posted: 24/07/2026