Customer Success Executive

7 months ago


Belfast, United Kingdom Seopa Ltd Full time

**Customer Success Executive (CSE-24)**

The role provides the opportunity to take ownership of existing accounts, onboard new partners and develop successful, long-term partnerships. You will contribute directly to the success of Seopa and your accounts through identifying and negotiating new business with existing customers and successfully onboarding and managing new accounts.

The role provides significant opportunity to build on current customer relationships to grow existing accounts and career progression with opportunities to progress to senior executive and customer success manager levels.

**In this role you will**:

- Manage multiple customer accounts, meeting with account contacts to maintain effective working relationships and identify potential new sales opportunities and solutions for existing customers
- Effectively negotiate commercial and contractual terms for new and add on product lines and ongoing accounts.
- Liaise and attend customer meetings, conferences and exhibitions which could involve some travel primarily within the UK to aid business and organisational development.
- Share knowledge with colleagues and where appropriate assist junior employees.
- Develop a good understanding of the market and customers to anticipate future needs, identify and drive opportunities for growth, based on your knowledge of Seopa products.
- Provide product support for customer accounts, liaising with other teams to resolve issues in a timely manner
- Onboard new customers, liaising with other teams to ensure a smooth process
- Monitor and report on business activities and provide accurate and timely reports to customers and the customer success manager.
- Collaborate with other teams, including engineering and product management to deliver new opportunities and ensure alignment with customer expectations on roll out of new customer products or updates.
- Determined and eager to embrace new experiences and responsibilities.
- Confident and empathetic communicator able to understand other’s points of view
- Thrive on customer interaction and comfortable dealing with senior company executives.
- Natural planner with an organised mindset and approach to work

**Academics**
- Degree in a business or IT field, ideally with a 2:1 or equivalent or relevant experience in this sector.
- 3 grades ‘B’s or above at A-Level are desirable although not essential.

**Essential Criteria**
- Circa 3 years’ experience in a customer facing, account management role, ideally from a technology, consulting or insurance/financial/utilities product background
- Experience managing and maximising the profitability of multiple B2B relationships
- Experience working in a target driven environment
- Excellent analytical and data interpretation skills
- Excellent skills in MS Office (particularly Excel).
- Proven ability to self-educate
- Superb written and verbal communication skills. Able to communicate confidently face to face and virtually.

**Desirable**
- Experience in an IT, e-commerce, fintech or financial services environment
- An appreciation of web/software development
- Experience of CRM and Google Analytics would be beneficial.

**SMART - **We are innovative and strategic, we find better ways to do things

**EFFICIENT - **We maximise productivity and value for money, we minimise waste and duplication

**OPEN - **We are one team - diverse, loyal and respectful, we welcome new ideas, challenge and change

**PASSIONATE - **We are ambitious, positive and driven, we celebrate the success of our company and colleagues

**ACCOUNTABLE - **We are responsible, trustworthy and dependable, we do what we say we will

**Remuneration**:Seopa offers a competitive salary and comprehensive benefits package, including:

- private medical insurance
- life assurance
- pension and free annual pension clinic with pension advisor
- health cashback plan
- hybrid working arrangements
- full access to online training courses
- employee recognition scheme
- additional service-related holidays
- option to buy additional holidays
- cycle to work scheme
- wide-ranging discount reward schemes
- employee referral scheme

**About Seopa**

Used by more than 3 million people annually, our systems enable insurance providers to secure business within their target markets and empower consumers to easily identify those providers who meet their financial product requirements at market leading prices. Our Affinity Partnership arrangements also facilitate other companies to increase the range of services offered (and revenue generated) via their websites. Our products are used by over 400 financial partners in the insurance, finance and utilities industry.

Our success is recognised by a series of awards including six consecutive Deloitte Technology Fast 50 awards, a Deloitte EMEA Technology Fast500 award, several prestigious Deloitte Best Managed Companies awards (2017, 2018, 2019) and two Gold Standard Best Managed Companies awards (2020, 2021 and 20



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