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Customer Success Executive

Job Location: Hybrid  |  South West
Salary & Benefits: Salaries between £25k - £35k (DOE)
Help transform the financial planning and investment sector!

Are you a customer success executive looking for a new opportunity to simplify and revolutionise the financial services industry?

The role.

Are you a Customer Success superstar with a passion for fintech and a knack for building strong client relationships?

Not only will your technological knowledge help new clients navigate our client’s technology, but you will also be an integral part of the journey by delivering unparalleled ongoing customer experiences and support.

Day to day, you will be the go-to contact for designated clients and collaborate with cross-functional teams to resolve customer issues.

On top of this, you will

Handle a wide range of client queries, from service and account-related questions to technical support.
Generate meaningful data and reporting to identify trends, recurring issues, and feature requests.
Review operational workflows and recommend process improvements.
Innovate to “wow” our customers with exceptional service.

About you.

We are looking for a dynamic and passionate individual who possesses experience and knowledge of the advice and/or fintech market.  You will be excited by the potential of technology to be able to enhance the investment experience and have knowledge about APIs.

You will excel in communication and are skilled in building relationships and handling complex queries. You will use these skills to easily build rapport and adapt your approach to various clients and situations.

Your confident and assured presentation style will also allow you to present analysis and recommendations to senior stakeholders.

Our client thrives on speed and adaptability. The nature of this progressive sector means that you’ll need to embrace change, growth, and uncertainty. If you require a lot of top-down management and work best in a slow-paced environment then this role isn’t right for you.

Autonomy and ownership or responsibility is a must-have!

The benefits.

Our client prioritises a culture-first, human-centered environment, where diversity of thought, challenge, and experimentation is encouraged.

They offer a generous and extensive benefits package that includes

– A Ggenerous holiday allowance, including your birthday off.
– Dependant leave and excellent parental leave policies.
– Competitive pension contribution and life assurance.
– Private medical insurance.
– Employee perks and discounts.
– Cycle to work scheme.
– Commitment to continuous learning.

Ignite Digital Talent are committed to creating equal opportunities, and welcome job applications from all who are qualified and eligible to working in the UK, regardless of colour, ethnic or national origin, race, gender, sex, disability, age, sexual orientation, religious or political beliefs, marital status, or family circumstances.

Customer Success Executive

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