Client Success Manager in Chesterfield

This is a fantastic opportunity for someone looking to develop into a truly client-centric role within Bravo Benefits, with a strong focus on client satisfaction, engagement, and retention.

Role Focus

• Successfully manage and grow a portfolio of existing clients.
• Act as the first point of contact for clients, responding to queries promptly and in line with agreed SLAs.
• Identify new opportunities across the product range, including cross-sell opportunities in collaboration with the wider team.
• Maintain high standards of administration, CRM input, client communication, and supplier support where required.
• Deliver employee and employer webinars to support product launches and drive engagement.
• Manage and process renewals across your portfolio of clients.
• Conduct regular business review meetings with clients to demonstrate engagement and provide strategic focus on promotions and ideas.
• Distribute regular promotional materials to clients, as provided by the Head of Client Success.

Role Responsibilities

• Actively support clients with their needs and requirements, taking prompt and appropriate action to resolve any queries or concerns in a timely manner.
• Achieve KPI’s to support the overall growth of Bravo Benefits. Actively seeking opportunities for up-sells and referrals.
• Positively promote the Bravo Benefits brand and overall employee benefits proposition with all clients, introducers and suppliers.
• Maintain strong working relationships with internal teams to ensure administrative matters are managed smoothly and efficiently.
• Develop/Maintain good understanding of all internal/external processes and procedures that directly or indirectly impact the role.
• Maintain a good standard of all client records and comply with all compliance/regulatory aspects.
• Ensure all Bravo Benefits systems (CRM and/or administrative) are maintained, kept up to date, and portray an accurate depiction of the business position and client circumstances.
• Attend internal and external meetings, conferences and events when required virtually. Although home based, occasional travel may be required.
• Maintain strong technical knowledge of all Bravo Benefits solutions and, where appropriate, collaborate with subject matter experts to ensure clients receive the best possible outcomes.
• Ensure the continued protection of information and data by following all applicable Information Security policies and procedures.
• Undertake any other work-related duty/request under direction of the Head of Client Success. From time to time, you may be required to support other business areas.

Experience

• Experience within the Employee Benefits sector is desirable.
• Minimum of 1–2 years’ experience in account management with a strong sales focus.
• Proven track record of achieving targets and KPIs.
• Proven track record in managing a B2B client led portfolio.
• Strong written and verbal communication skills.
• Working knowledge of Microsoft Office, CRM systems and virtual meeting platforms.
• Exceptionally organised, adept at prioritising tasks and managing a fast-paced, ever-changing workload.
• Hold a UK driving license.

Benefits

• 25 days holiday plus an additional 2 days after 2 years’ service (plus bank holidays).
• Your birthday off and a £25 gift voucher yearly.
• The ability to earn a bonus based on your KPI’s.
• Private Medical insurance and access to a private GP/prescription service.
• Death in Service (4 x salary).
• Income protection.
• Access to an Employee Assistance Programme (EAP) with up to 10 counselling sessions if clinically appropriate.
• Access to trained mental health first aiders.
• Reward and Recognition platform to celebrate and recognise each other.
• Access to salary sacrifice schemes including cycle to work and car leasing.
• An all-encompassing employee benefits platform and app with access to shopping discounts, gym and health discounts, financial wellbeing, mindfulness app and much more.
• Wellbeing initiatives throughout the year.