Customer Success Lead

Sheffield, ENG, GB, United Kingdom

Job Description

If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be.



HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.



We are currently seeking an experienced professional to join our team in the role of Customer Success Lead.



Technology teams in the UK work closely with our global businesses to help design and build digital services that allow our millions of customers around the world, to bank quickly, simply and securely. They also run and manage our IT infrastructure, data centres and core banking systems that power the world's leading international bank. Our multi-disciplined teams include: DevOps Engineers, IT Architects, Front and Back End Developers, Infrastructure specialists, Cyber experts, as well as Project and Programme managers.



Apex is a new product which will achieve the HSBC Group Treasury vision to protect & optimise HSBC's financial resources & enhance financial returns. It will help better inform the most crucial decisions across Group Treasury providing superior data quality, powerful scenario modelling, analysis & insight. Apex is for anyone across HSBC with an interest and need to monitor or work with core Treasury data and insight. Apex is an ecosystem of services designed to replace outdated tools and address existing gaps. We are establishing common standards and reusable patterns that are being adopted across other areas. Investment is focused on building scalable, resilient solutions that drive efficiency and innovation.



As an HSBC employee in the UK, you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution.







In this role, you will:

Build strong relationships with business teams to understand their strategic needs. Work closely with stakeholders to bring business needs into the APEX product roadmap and backlog, ensuring the platform evolves to meet strategic goals. Collaborate with the engineering and product teams to ensure APEX aligns with business requirements and delivers value. Drive the adoption and active usage of APEX across the organization. Act as the primary point of contact to collect business feedback and translate into actionable improvements for APEX. Develop and execute strategies to increase user engagement and satisfaction with APEX. Define and track success metrics, such as active user counts and user satisfaction NPS, to measure the impact of APEX. Provide training, support, and resources to business teams to maximize their use of APEX. Stay updated on trends in treasury, finance, and modern engineering practices to continuously improve the platform and its adoption.


To be successful in this role, you should meet the following requirements:

Proven experience in customer success, product management, or a related role, preferably in the finance or treasury domain. Strong understanding of treasury and finance processes, systems, and data management. Proven experience working with modern engineering stacks and technology platforms. Experience in customer success, product management, UX experience or a related role, preferably in the finance or treasury domain Technical skills are required including SQL queries, understanding API, integrations, and system architecture, UX design etc. Ability to translate business strategic needs into technical requirements and vice versa. Leadership and stakeholder management skills, with experience working at a senior level Demonstrated success in driving adoption and engagement for digital products Excellent communication and interpersonal skills, with the ability to build relationships across diverse teams


This role is based in Sheffield and offers hybrid working.

Opening up a world of opportunity



Being open to different points of view is important for our business and the communities we serve. At HSBC, we're dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.



If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk:


Email: hsbc.recruitment@hsbc.com


Telephone: +44 207 832 8500

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Job Detail

  • Job Id
    JD3448830
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Sheffield, ENG, GB, United Kingdom
  • Education
    Not mentioned