Junior Customer Success Officer assisting self - employed individuals with tax questions and support via multiple communication channels. Collaborating with teams to enhance user experience in a startup environment.
About the role
- Customer Success Executive managing key accounts in alternative asset management. Engaging clients and driving product adoption while collaborating with the internal sales team.
Responsibilities
- 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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Junior Customer Success Officer supporting self - employed users with tax inquiries and product improvements. Engaging in community support, strategy development, and user satisfaction initiatives.
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