Corporate Client Success Executive

2 months ago

London, United Kingdom APPRENTIFY GROUP Full time

Starting salary is £28-30k base + 7k OTE but uncapped
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- Your role will involve providing daily assistance to Caxton’s client base, across all platform capabilities, supporting the existing Customer Success team. In doing this you will ensure timely responses to issues and queries, creating happy clients. In addition, you will own a small book of clients and you will help businesses reduce their costs and admin associated with all company payments, employee expense management and ultimately increase the uptake and usage of Caxton's payments capabilities through the provision of superb account management and client care.

The B2B team is the fastest growth area of Caxton. With strong values, we are a true meritocracy, including professional development as an important part of our philosophy - we will work with you to ensure we are providing the support to enable you to excel and succeed in your role.

Caxton's vision is to shape the future of payments and for CXTN to be the only platform any business, start up or PLC, needs to make payments. Our people are at the heart of what we do. You will join a community which engages with all members of staff, including the directors and CEO, thanks to our open plan office and flat business hierarchy.

Caxton was born in 2002, an ambitious start-up with one mission: to make payments simple and more transparent. We wanted to make it easier, smarter and cheaper for people to send and spend money across the globe and we’ve stayed true to our word.

With millions of pounds’ worth of safe and secure trades in 2020 alone, CXTN, our world-class platform and team helps 600,000 clients save millions of pounds every year.

**The Role**

The Corporate Client Success Executive role is integral to the success of Caxton's B2B market proposition. You will assist the Client Success team with the daily administrative tasks that are required to keep our clients happy. This includes having a working knowledge of our capabilities: Payroll, Supplier, Accounts Payable, Expense Management and International Payments.

Working in a close-knit team of Corporate Client Success and Account Managers, you will build your knowledge of payments, the corporate expenses market, bulk payment/payroll processing and deliverable foreign exchange and, with the support of the team, become an expert in your field. Through regular contact, you will engage with your clients to fully understand their requirements and ensure they reap the full benefits of being a Caxton customer.

Your positive attitude and self-motivation will allow you to ensure the Client Success Managers across the team are able to have higher level conversations with their clients, ultimately, growing that business. Your superb relationship management skills will ensure maximum client satisfaction that will be reflected in line with an increased uptake and usage of all Caxton products and the CXTN payments platform.

**We are seeking people who are**:
Confident, reliable, positive and have a natural flair for building relationships and developing business over the phone and face to face. You will be on hand to support the team in all areas as well as your existing client base whilst consistently seeking new business opportunities. You will be passionate about providing exceptional customer service and be able to deliver results in a KPI driven environment.

**Responsibilities**
- Daily Payroll/Supplier/Accounts Payable desk support.
- Daily desk support across all capabilities.
- Deliver an exceptional service experience, create engaged customers and facilitate organic growth.
- Take ownership of customers issues and follow problems through to resolution.
- Keep accurate records and document customer service actions and discussions.
- Identify customer needs and help customers use specific features.
- Inform customers about new features and functionalities.
- Gather customer feedback and share with our Product, Sales and Marketing teams.
- Present our company to potential clients as required.
- Identify client needs and suggest appropriate capabilities/services.
- Set up meetings/calls with clients.
- Conduct product demonstrations.
- Build long-term trusting relationships with clients.

**Requirements**:

- Positive can-do attitude.
- Ability to keep up in a very fast paced ever changing environment.
- Self-motivated, proactive team player.
- Good organisation and admin skills are essential.
- Excellent communication and problem-solving skills.
- An active and patient listener.
- Multi-tasking abilities.
- Experience as a Customer Support Specialist or similar CS role is a plus.
- Familiarity with our industry is a plus.
- Working knowledge of customer service software, databases and tools is a plus.
- Strong client-facing and communication skills.
- A natural curiosity for business and a desire to help others and be of service is also essential.

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