Jobs at Oxford Risk


We are always looking for talented and inquisitive individuals, particularly in decision science, behavioural finance, software development and sales & marketing. For general enquiries, please email jobs@oxfordrisk.com.

Customer Success Manager - Fintech

Oxford Risk is seeking a dynamic account executive with 2-5 years commercial experience in a Financial Services and/or SaaS environment looking to take on a broader role and to help shape and deliver an exemplary customer service experience for our UK and European institutional and intermediary clients. You will be working in collaboration with our Business Development and Marketing colleagues to ensure our clients enjoy a positive experience from on-boarding through to client relationship management, pre-empting problems and proactively enhancing standards.

Your energy and tenacity will help you to deliver a best-in-class client account support model across our client base. Your determination to help our clients in an environment that is collaborative, fast moving, problem-solving and entrepreneurial, will contribute to winning new business and maintaining existing relationships to ensure the continued growth of our company.

Who are we?

We provide insight-driven solutions that help wealth management businesses understand how their customers feel about risk, and how those feelings affect investment decisions. We are a leading provider of behavioural finance and risk profiling solutions to the financial services sector, working with banks, wealth managers, pension providers, online investment platforms, IFA networks, and the like. Our product has been used thousands of times to help identify suitable investment strategies for every kind of investor.

Oxford Risk is a spinout company of the University of Oxford, and we work closely with world-leading academics and practitioners to develop our portfolio of products and services. Our company is small but rapidly growing, and you will be one of several new hires planned for this year. Our academic credentials and reputation for rigour allow us to explore all sorts of risk-related opportunities.

What is the role?

  • Working closely with Sales, you will be the primary contact for customers and establish yourself as an expert in our platform and product offerings.
  • Own customer relationships from point of purchase and manage ongoing engagement to help drive client retention and enhance customer experience.
  • Support customers with product on-boarding and integration, providing guidance, training and tools to ensure effective adoption within their team and company.
  • Nurture customer accounts to ensure satisfaction and ultimately customer retention.
  • Complete successful and timely client on-boarding, account set-up and invoicing.
  • Meet deadlines independently, balance multiple projects, and proactively communicate and mitigate issues both internally and externally.
  • Monitor and respond to customer inquiries, applying internal resources, escalation and resolution processes for critical customer issues.
  • Keep detailed metrics of progress, clients and goals. Maintaining and enrich CRM information to provide accurate and organised records for each client account.

Who are you?

You are dynamic, capable and a self-starter, and you will be keen to grow in your career as well as drive forward a thriving business. A background in financial services in not necessary, although an interest in, and understanding of, investing helps, as will:

  • A solid knowledge of business development and customer relationship management.
  • Knowledge of and interest in financial markets and investment management.
  • An understanding of how investment and pension providers operate.
  • Knowledge of wealth management, financial planning and fund management.

Preferred / Desired skills:

  • Bachelor’s degree.
  • Strong communication skills in face-to-face meetings, over the phone, and via email.
  • Previous experience managing B2B account management.
  • Solid Microsoft Office and CRM experience (e.g. Salesforce).
  • Experience in working in a SaaS environment (desirable).
  • Experience in working with financial services/ demanding institutional clients.
  • Problem solving abilities.

To get the most out of this job, you should have:

  • Excellent planning and organisational skills, and be happy working to multiple demanding deadlines.
  • Great attention to detail, an outgoing nature, and be passionate about user experience.
  • Professionalism and ability to work well under pressure managing customer issues, achieving effective resolution and customer satisfaction.
  • Be self-starter and work independently; results-oriented, yet collaborate with other department members.
  • Excited to work in a dynamic start-up environment.
  • An ability to adapt to new priorities and workflows as required.

At Oxford Risk, you will enjoy collaborating with people from fields as diverse as finance, psychology, history, and physics. In any case, you love to learn, and you are intellectually flexible – whatever you don't know, you are confident you can learn on the job.

The company has just moved to a new office in Southwark. Remuneration will be market competitive and include generous pension contributions.

For more information and to apply please get in touch: jobs@oxfordrisk.com

 

 

Behavioural Specialist

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