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PensionBee UK

Customer Success Manager

PensionBee UK

. Answer inbound customer calls promptly and deliver excellent, empathetic customer service .

Posted 10/28/2026full-timeLondon • United KingdomMid-LevelSenior💰 £32,708 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates exceptional customer service skills through effective communication and problem-solving, while managing sensitive situations with empathy. Proficient in handling customer inquiries across multiple channels, including phone, chat, and email, with a strong attention to detail.

Highest-signal resume keywords
Customer ServiceWritten CommunicationAttention To DetailProblem-Solving SkillsPension Market Knowledge

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
EmpathyTeam-Oriented SpiritConfident Telephone MannerPersonable AttitudeStrong Work Ethic
Tools & Technologies
BeeHive
Industry Keywords
PensionCustomer AccountsSLALife EventsAdministrative Duties

About the role

Key responsibilities & impact
  • Answer inbound customer calls promptly and deliver excellent, empathetic customer service
  • Support customers through live chat and email, responding within the SLA
  • Complete administrative duties related to customer accounts and pensions
  • Explain complicated pension information clearly and concisely by phone, chat, or email
  • Guide customers through PensionBee’s product and support online-account actions in BeeHive
  • Liaise with other pension providers to ensure transfers run smoothly
  • Support customers experiencing sensitive life events, including divorce, ill-health, or bereavement
  • Complete rota-based tasks and collaborate with the Customer Success team
  • Attend role-specific training sessions and complete classroom quizzes

Requirements

What you’ll need
  • Confident, clear telephone manner
  • Strong written communication
  • Exceptional attention to detail
  • Strong work ethic and team-oriented spirit
  • Good problem-solving skills
  • Confident, personable attitude
  • Prior knowledge of the pension market is advantageous but not required
  • UK right to work required
  • Full training will be provided

Benefits

Comp & perks
  • End of year bonus
  • 25 days annual leave, 5 extra days for people with caring responsibilities and additional leave days for people living with a disability
  • Generous and transparent gender inclusive Parental Leave policy
  • Pension scheme with 6% employer contribution
  • Bupa Private Healthcare plan
  • Thrive
  • SmartHealth Virtual GP
  • Income Protection Insurance
  • Enjoy Benefits
  • Regular company-wide sessions: CEO Session, Show & Tell and varied D&I agenda
  • A Happiness! meeting every 6 weeks to speak with your manager about your well-being
  • Flexible working requests and reasonable adjustments from day one
  • Warm and motivated team working to make a real difference for customers