Customer Success Specialist

4 days ago


Aylesbury, Buckinghamshire, United Kingdom This is an IT support group Full time
Job Description

We are seeking a skilled Customer Success Executive to join our team at Defaqto. As a key member of our customer-facing team, you will be responsible for driving the adoption and promotion of our software and ratings, primarily supporting the Customer Success Manager and working closely with the Sales Team to ensure customer satisfaction, retention, and support.

The ideal candidate will have a proven track-record of working within a customer-facing function, such as sales, account management, or success, and will possess excellent presentation skills, analytical thinking, and the ability to convey complex subject matter effectively.

This role involves working with banks, insurance companies, investment firms, and life companies to deliver presales demonstrations, ensure successful software onboarding and implementation, increase usage, identify commercial opportunities, and prevent churn. You will also be required to travel to customer premises, participate in release testing, provide feedback on functionality, and offer telephone and email support cover.

Our team works on a hybrid basis from our office in Buckinghamshire, typically spending 2-3 days per week in the office. This is an exciting opportunity to join a dynamic team and contribute to our mission of empowering everyone to make smarter financial decisions.

The estimated salary for this role is £40,000 - £55,000 per annum, depending on experience.



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