Customer Success Executive
3 months ago
Are you ready to join a rapidly scaling FinTech company based in London and Cambridge? We are recruiting on behalf of this exciting finance scale up to find a dynamic and talented individual to join their team as a **Customer Success Executive**. If you're passionate about delivering exceptional customer service and making a significant impact on the growth of a thriving business, then this is the perfect opportunity for you
They are a leader in cash asset management, and seeking a dedicated individual to provide best in class service to their prestigious Not for Profit clients. Utilizing their innovative cash asset management platform and established network of banking partners, you'll ensure that clients receive best-in-class management of their deposits, enhancing security, liquidity, and returns. From SMEs to Charities and FTSE 100 listed companies, your role in servicing their diverse portfolio of customers will be crucial to the continued success of the team.
**Here's what you'll be doing**:
- Onboarding clients onto our systems - supporting the sales team from initial meeting through to the client's first (of many) deposits onto the platform
- Negotiating bespoke products and rates on behalf of the client with the banking team
- Regularly speaking to clients about their accounts and spotting any opportunities for upselling
- Updating the CRM system with client data
- Articulating ideas and strategies to help generate new business
- Attending networking events and conferences
- Being the main point of contact for new deals from your portfolio of prospective clients
- Keeping track of new products on offer, as well as emerging trends in the wider cash management and treasury market
- Providing research on new sectors/market and competitor intel
**Here are the skills you'll need**:
- Honesty and integrity
- Strong work ethic
- Client-serving or relationship management experience
- Ability to work autonomously as well as collaboratively
- Strong organizational and communication skills
- Capacity to excel in a fast-paced environment
- Personable and friendly manner
**Joining our client's team comes with great benefits, including**:
- Competitive salary
- 25 days of holiday (ex. Bank holidays)
- Flexible working opportunities
- Private medical insurance
- Employee health and wellness discounts
- Cycle to Work Scheme
- Monthly happy hours and team lunches
- Lunch and learn training sessions
But that's not all A career in this sector offers endless possibilities for growth and development. You'll have the opportunity to shape your own role and progress alongside their evolving business.
Pay: £22,000.00-£27,000.00 per year
Work Location: One location
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