With Intelligence

Customer Success Executive

With Intelligence

full-time

Posted on:

Location Type: Hybrid

Location: London • United Kingdom

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About the role

  • Engage directly with clients throughout their subscription term, building rapport and trust
  • Build deep understanding of client workflows, priorities and success metrics, translating them into actionable success plans
  • Provide tailored onboarding and training product demonstrations
  • Become a key contact for any product related queries
  • Proactively drive product adoption, using data and insights to identify trends, risks and opportunities
  • Strategically identify, explore and push through upsell/cross-sell opportunities
  • Report all feedback to Account Managers and in CRM systems, while collaborating with Product to inform roadmap priorities

Requirements

  • Strong verbal and written communication skills, able to build rapport with senior and technical stakeholders
  • Ability to manage complex accounts with multiple use cases while maintaining attention to detail
  • Confidence with presenting to groups and facilitating training sessions (both in-person and virtual)
  • Data-driven approach, confidence in manipulating multiple sources of usage data to inform strategy
  • Commercially minded with the ability to understand client needs and link them to product solutions
  • Experience in Financial services/Asset Management is a plus but not required
Benefits
  • Excellent commission structure
  • 24 days annual leave rising to 29 days
  • Enhanced parental leave
  • Medicash (Health Cash Plans)
  • Wellness Days
  • Birthday day off
  • Employee assistance programme
  • Travel loan scheme
  • Charity days
  • Breakfast provided
  • Social events throughout the year
  • Hybrid Working
Applicant Tracking System Keywords

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

Soft Skills
verbal communicationwritten communicationrapport buildingattention to detailpresentation skillstraining facilitationdata-driven approachcommercial awarenessclient needs assessment