Head Of Customer Success

6 days ago

London, United Kingdom Velexa Full time

Velexa is an ambitious WealthTech company. Velexa was recently shortlisted among the worlds leading Top 100 WealthTech companies by Fintech Global. The company empowers financial institutions to capitalize on the demand for modern and ubiquitous investing solutions by newgeneration investors. Velexas B2B2X investing platform as a service caters for various business models and offers the choice from a full set of frontend channels brokerage & wealth platform and even post trading as a Service.

About the role:

We are looking for a qualified Head of Customer Success to join our international team. The Head of Customer Success will be the leader of the Customer Success team filled with dedicated passionate people who take pride in going the extra mile to provide outstanding service to our diverse customer base. This position will be responsible for proactively managing customer relationships postimplementation ensuring they are getting the most value out of their Velexa Solution as well as serving as a liaison and customer advocate. The Head of Customer Success will be creating longlasting relationships with our customers oversee a portfolio of assigned customers ensure revenue retention and growth within the existing customer base. Our ideal candidate has a drive for achieving goals and maintaining a great customer experience introducing forwardthinking ideas about improving customer satisfaction.

What you will be doing:

  • Serve as central point of contact to the Customer
  • Develop and build strong relationships with key customer stakeholders and executive sponsors: steering committees regular visits reports events
  • Understand customers needs and priorities to optimize the use of Velexa Solutions
  • Achieve commercial revenue (Cross Selling/ Up Selling)
  • Ensure contracted revenues are protected and where possible expanded
  • Identify new opportunities: upsell crosssell
  • Build longterm relationships and referrals at all levels with the Customer but especially at the management and executive level
  • Take ownership of managing Velexas reputation with the Customer by making sure NPS or other satisfaction scores are favourable and where not understand any concerns and liaise with the appropriate functions in the Company to improve and rectify
  • Act as strategic advisor to Customers to support the execution of their business strategy and objectives
  • Negotiate contracts and close agreements to maximize profits
  • Liaise with crossfunctional internal teams to improve the entire customer experience
  • Ensure the timely and successful delivery of our solutions according to customer needs and objectives
  • Clearly communicate the progress of monthly/quarterly initiatives to internal and external stakeholders
  • Develop new business with existing clients and/or identify areas of improvement to meet sales quotas
  • Prepare reports on account status
  • Stay uptodate with product updates and market trends

What you will bring:

  • Proven track record and achievement of targets/KPIs as an Account Manager/ Customer Success Manager
  • 5 Years of experience in of Sales/Customer Success managerial position in the Capital Markets/Banking sector
  • Proven experience in contract management
  • Strong familiarity with capital markets and investment ecosystem
  • Demonstrable ability to communicate present and influence key stakeholders at all levels of an organization including executive and Clevel
  • Good understanding of banking & brokerage operations and relevant processes is essentao;
  • Experience delivering clientfocused solutions to customer needs
  • Proven ability to juggle multiple account management projects at a time while maintaining sharp attention to detail
  • Strong verbal and written communication skills
  • Selfmotivated ambitious independent organized and focused
  • Advanced English is a must

Benefit:

  • Opportunity to excel in the fastgrowing WealthTech company the leader in capital markets
  • Truly unlimited career progression and earning opportunities
  • Private medical insurance and cofinanced professional development program
  • Remote working and flexible working hour

Remote Work :

No

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