Hybrid Customer Success Executive

at Valamis

• Job title: Customer Success Executive
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: Not specified
• Degree requirement: No Education Requirement
• Location requirements: Hybrid, London, United Kingdom

About the role

• Customer Success Executive responsible for managing client accounts and facilitating renewals at Totara. Collaborating with senior managers to enhance account strategies and develop strong client relationships.

Responsibilities

• Independently manage a portfolio of agreed client accounts
• Build and maintain positive working relationships with client contacts
• Function as a first point of contact for client communications within assigned accounts
• Proactively schedule and conduct client meetings such as renewals and check ins
• Escalate risks, issues, and opportunities to the Senior Client Relationship Manager as appropriate
• Manage contract renewals for assigned accounts, including client engagement and coordination with internal teams
• Support invoicing and renewal processes to ensure timely billing and payment
• Identify up-sell and cross-sell opportunities and feed into sales pipeline
• Maintain basic revenue forecasts for assigned clients
• Maintain accurate records in the CRM system including accounts, contacts, opportunities, and activities
• Ensure contract data is current and auditable
• Contribute to commercial reporting where required
• Assist in preparing proposals, contracts, and client documentation
• Contribute to marketing campaigns, social media activity, and client communications
• Support client-facing events, webinars, and conferences
• Collaborate closely with Senior Client Relationship Managers to develop account strategies
• Participate in coaching and feedback sessions
• Share learning and contribute to team improvements
• Build product and commercial knowledge to increase contribution over time

Requirements

• Experience in customer relationship management, account management or sales
• Experience/knowledge of the Learning Technology industry, learning management systems (LMS), e-learning platforms, or other educational technologies
• Strong communication and negotiation skills
• Ability to analyse client needs and identify business opportunities
• Proactive, organized, and self-motivated approach
• Basic familiarity with CRM tools and contract management

Benefits

• Enhanced Parental Leave
• Private Healthcare
• Life Insurance 4x Salary
• Professional Development Opportunities
• Annual Wellbeing Allowance
• New Joiner home working set-up allowance
• Additional Paid Leave: Birthday off, Working days between Christmas and New Years Eve