Customer Success Associate at Lottie supporting client relationships and onboarding for care operators. Collaborating with internal teams to drive engagement and business success.
Responsibilities
Support client onboarding by hosting kick-off meetings and creating tailored onboarding plans
Act as the primary point of contact for portfolio of clients via phone and email
Proactively monitor client health and engagement, flagging risks or opportunities to senior CSMs
Support contract renewals and identify upsell opportunities aligned with business targets
Become an expert on the product and help care operators understand how to maximise value
Analyse client data to demonstrate ROI and support portfolio's growth and clients' business success
Collaborate with internal teams to resolve client issues quickly and improve the customer experience
Requirements
1-2 years of experience in customer success, account management, sales, or a similar client-facing role
Natural relationship builder who enjoys helping clients succeed
Data-comfortable and can use insights to inform approach
Excellent communication skills and can build trust quickly with clients
Organised, detail-oriented, and can manage multiple client relationships simultaneously
Eager to learn and develop strategic account management skills
Team player who's comfortable asking for help and collaborating across departments
Benefits
A very generous EMI share offering
26 days + bank holidays
Excellent employee compensation/benefits
Hybrid office policy
Outstanding company culture with a 5/5 employee review score on Glassdoor
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