Great values just wish they lived by it - Customer Success Manager PensionBee Employee Review

2.0
5 Mar 2024
Recommend
CEO approval
Business outlook

Pros

Great benefits and bonus. Remote work. They listened when they said long working hours and was recently reduced. It has been said they have good parental leave and benefits. Last year there was a meet up to get all the parents together which was really nice. We have lots of meetings focusing on diversity and inclusion. I really love them and they are very informative. There has been a lot of interesting discussions. They are big on internal hires first before going external which is great opportunity. Good opportunity to talk to other departments even when remote. Good easy friendly vibes. Company parties are great but you have to find a way to get accommodation in London.

Cons

I felt duped when I first got the role as I was looking to get into a CSM career however the role is just purely customer service and there is no success as you are not meant to sell to customers to join the company and there is no upselling or retention targets. You are just an account manager to thousands of customers but only talk to 5% of them at a time. Over the last year a lot of people have left and there was a hiring freeze so it has started to feel like it is still a start up with a scale up customer base. Causing a higher workload affecting morale. Within customer operations there has been a lot of sickness as the workload has been heavily on wellbeing of employees. It has been said that we’re so understaffed but higher ups won’t listen. Communication is something that needs to be greatly improved. For remote work it does work great but it needs to be better and have records where it can all be referred back to. There is no communication between Tech and customer operations so when tech feedback is provided from customers there isn’t a feedback loop of what is really happening. As much as they promote their values communicating to your manager does not do a whole lot as it never gets passed on even though they seem like they’re listening. They put a whole lot of pressure on you without considering or any appreciation on what has been done. It feels like everyone is doing work for multiple people which gives that start up culture feeling. This resonates throughout the entire company.

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PensionBee Response
2y
Hello, Thank you for taking the time to share such detailed feedback, we really value our team’s honesty. It’s important to hear both where we’re doing well, and where we can focus our improvements. It’s great to see our recent decision to shorten working hours is having a positive impact. As well as our commitments to diversity, inclusion, internal development, and offering a range of benefits and events. You’re right that our Customer Success team’s focus is on providing exceptional customer service. Our role is to support our customers towards a happy retirement, rather than meet sales targets. Our job adverts are designed with this in mind, and we offer a task based recruitment day which aims to provide a flavour of the role. We encourage everyone to share openly with their manager where there are wellbeing concerns. It’s positive to hear you feel your manager has been listening. However, it sounds like this hasn’t resulted in you feeling heard by senior management, or improvements to your situation. In these circumstances, we’d encourage you to reach out directly to your Head of Department, our Chief Operating Officer, or a senior member of the People Team. We’d be very open to talking through your concerns, and seeing what we can do to support you individually. We took the decision to pause Customer Success hiring to focus on developing productivity gains that make work more efficient in the long-term. There are several teams dedicated to productivity projects, and updates soon to be announced. We take on board your feedback regarding communication improvements and will do more to regularly share updates. Our Head of Customer Success is planning an upcoming session with this in mind. We feel it’s important to give recognition to the fact our team as a whole currently does amazing work supporting our customers, as demonstrated by our SLAs and customer feedback. However, it’s vital we also consider wellbeing and the sustainability of our pace of work. These are both areas we monitor in our annual diversity, inclusion and engagement survey. The latest survey responses showed that our L1 management level, which includes Customer Success, felt amongst the most positively. With 96% feeling either positively (59%) or neutrally (37%) about the pace of work, and 93% feeling either positively (67%) or neutrally (26%) about how their wellbeing is supported. We understand this doesn’t feel reflective of your experience, and this is something we’d like to address. Please do reach out to a member of the senior management team if you’d like to discuss more about what we can do to support you individually. Thank you again for taking the time to share with us.

Explore other reviews about PensionBee

5.0
26 Mar 2025
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

- I love my team. They make going into the office fun, collaborative and supportive. - My manager is awesome, approachable and effective. I haven't had a better boss in a long time (if ever). - Senior Leadership demonstrates understanding - which is often hard to come by. - Being part of a new US office provides unique opportunities to help shape the company's American presence and grow with the company! - The focus on making retirement more accessible and user-friendly provides meaningful work

Cons

- In-Office Requirement. - Salaries are below market rate compared to similar US-based positions in the industry. - New office growing pains - but everyone is working on things!

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PensionBee Response
1y
Hello, thank you for taking the time to leave such lovely feedback. We’re delighted to hear your appreciation for your fun team, and supportive manager as well as the exciting opportunity to be involved in the meaningful work of growing PensionBee in the US and making a difference for American retirement savers! We look forward to continuing on our journey of growth with you, and thank you for taking the time to share your feedback with us on in-office requirements and salaries. We aim to continuously evaluate these in line with feedback as we continue to grow. Thanks again!
1.0
22 Jan 2025
Recommend
CEO approval
Business outlook

Pros

Days off and 401k matching

Cons

They do not take feedback from employees, no work to do, terrible management.

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PensionBee Response
1y
Hello, thank you for taking the time to leave us feedback, we appreciate every opportunity to learn more about our team’s experiences. We’re glad to hear that you valued some aspects of our culture, such as our generous leave policies and 401k matching. However, we’re sorry to hear that you didn’t enjoy your role with us. Our US team is in the exciting, and varied early days of a global launch. A start-up environment can be a unique experience that isn’t always the right fit for everyone. We wish you all the best for the future, and if you wish to share anything further with us about your experiences you’re welcome to reach out to our team on people@pensionbee.com
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