Sales Support (Customer Success)
Overview
We are seeking a dedicated Customer Success Manager to join our dynamic team. The ideal candidate will play a pivotal role in fostering strong relationships with clients, ensuring their satisfaction, and supporting their ongoing success with our products and services. This position offers an exciting opportunity for professionals with a passion for client engagement. The successful applicant will utilise their excellent communication skills, analysis capabilities, problem solve proactively and work to SLA's ensuring our customers needs are met at all times.
Responsibilities
o Support customer onboarding alongside Customer support ensuring all customer information, tariffs and documentation are complete, accurate and set up with all relevant information distributed to the relevant internal departments (customer support, billing, finance and analytics)
o Maintain core customer account data within internal systems
o Manage tariff updates, contract changes, and documentation in line with agreed change control processes
o Proactively monitor billing alerts, usage anomalies, bill limits and sell alerts
o Perform regular account and billing audits to identify issues, risks or optimization opportunities
o Work closely with billing and analytics team to resolve discrepancies and ensure accurate invoicing
o Carry out structured account audits and health checks
o Support the production and verification of accurate customer facing reports (BI)
o Flag potential risks to account manager
o Provide operational support to the Sales team pre\- and post\-sale, ensuring smooth transitions from sale to live service
o Prepare sales documentation, tariffs and supporting materials as required
o Surface insight\-led opportunities (e.g. optimisations, product suitability) for Desk Based Account Manager or Business Development Managers to pursue
Experience
- Proven experience in customer success, account management, or related roles within the financial services sector or similar industries
- Strong proficiency in Salesforce or comparable Customer Relationship Management (CRM) platforms
- Excellent communication skills, both written and verbal, with the ability to convey complex information clearly and professionally
- Analytical skills with the ability to interpret data trends and generate actionable insights
- Demonstrated ability to build rapport with clients and internal teams alike
- Familiarity with Telecommunication, Connectivity and IT Services is desirable but not essential
- A proactive approach to problem\-solving coupled with organisational skills that ensure efficient management of multiple client accounts
Pay: From £27,000\.00 per year
Benefits:
- Additional leave
- Canteen
- Casual dress
- Company pension
- Free fitness classes
- Free parking
- On\-site gym
- On\-site parking
- Referral programme
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