Client Success Lead at CFO Insights
Client Success Lead at CFO Insights

Client Success Lead at CFO Insights

London Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead client success by coordinating with teams and ensuring exceptional service delivery.
  • Company: CFO Insights connects over 11,000 finance professionals across Northern Europe.
  • Benefits: Enjoy travel opportunities, an attractive compensation package, and unlimited growth potential.
  • Why this job: Make a real impact in a dynamic start-up environment while building your personal brand.
  • Qualifications: 2-8 years in client management or B2B events; UK work permit required.
  • Other info: Office-based role with flexible start date; no remote work available.

The predicted salary is between 36000 - 60000 £ per year.

Do you thrive in a fast-paced environment, where you gain tremendous responsibility? Do you want to be part of an exceptional entrepreneurial team with young, motivated, and extremely driven people?

About us

CFO Insights is Northern Europe's largest CFO forum and aims to connect and develop CFOs, finance leaders, and tomorrow's innovators by addressing the issues of the future CFO. We are connecting more than 11,000 professionals from more than 15 countries. CFO Insights is part of United Media which focuses on building large scale industry media and conferences products in sectors such as insurance, HR, private equity, retail, etc. As of today, we have organically launched 8 media companies and acquired one.

What we offer you

  • The opportunity of having a real impact - You'll be getting operational experience in a start-up where both your work and the results are highly tangible and matter to the business.
  • Unlimited growth potential in our company - we strongly believe in and have a track record of promoting internally.
  • Travel opportunity: You will be joining our conferences overseas.
  • Invaluable transferable skills - boost your interpersonal, organisation and project management skills through experience.
  • Attractive compensation package.
  • Gain a lot of new relationships with global industry leaders while growing your personal brand.

Responsibilities:

  • Collaborate with internal teams, including sales, marketing, and operations, to coordinate resources and deliver exceptional service to clients.
  • Aligning on Sponsors expectations - pre & post sale, ensuring the sales process is deliverable.
  • Serve as a primary point of contact for clients, once they have signed the contract, from the initial planning stages through the delivery of the events.
  • Maintain accurate records of client interactions, contracts, and agreements using our CRM.
  • Providing daily support to sponsors to facilitate their registration through our internal management systems.
  • Building an internal knowledge base and helping with the onboarding of new clients.
  • Collect feedback from clients post-event to evaluate satisfaction levels and identify areas for improvement.

What we expect from you

  • Have 2-8 years of experience in client management, account management or customer success.
  • Have previous experience working within the B2B events industry.
  • Are well-organised, and detail-focused and display the ability to structure and prioritise their work.
  • Are fast learning and competent with new systems.
  • Have a UK work permit.

Start date: Flexible. Monday - Friday we work from our office and do not offer remote work.

Client Success Lead at CFO Insights employer: CFO Insights

CFO Insights is an exceptional employer that fosters a dynamic and entrepreneurial work culture, perfect for those who thrive in fast-paced environments. With unlimited growth potential and a strong commitment to internal promotions, employees can expect to develop invaluable skills while building relationships with global industry leaders. Located in Northern Europe, the role offers unique travel opportunities and the chance to make a tangible impact within a rapidly expanding company.
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Contact Detail:

CFO Insights Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Success Lead at CFO Insights

✨Tip Number 1

Familiarise yourself with the B2B events industry. Understanding the nuances of this sector will not only help you in interviews but also demonstrate your genuine interest in the role and the company.

✨Tip Number 2

Network with professionals in the finance and events sectors. Attend relevant conferences or webinars to meet potential colleagues and learn more about the challenges they face, which can give you an edge during discussions.

✨Tip Number 3

Prepare to discuss specific examples from your past experience that showcase your client management skills. Highlight situations where you successfully resolved issues or improved client satisfaction, as these are crucial for the Client Success Lead role.

✨Tip Number 4

Research CFO Insights and its mission thoroughly. Being able to articulate how your values align with theirs and how you can contribute to their goals will make a strong impression during your interactions with them.

We think you need these skills to ace Client Success Lead at CFO Insights

Client Management
Account Management
Customer Success
B2B Events Experience
Project Management
Organisational Skills
Attention to Detail
Communication Skills
CRM Proficiency
Interpersonal Skills
Problem-Solving Skills
Feedback Collection and Analysis
Collaboration with Internal Teams
Time Management

Some tips for your application 🫡

Understand the Role: Before applying, make sure to thoroughly read the job description for the Client Success Lead position at CFO Insights. Understand the responsibilities and expectations to tailor your application accordingly.

Highlight Relevant Experience: In your CV and cover letter, emphasise your 2-8 years of experience in client management or customer success, particularly within the B2B events industry. Use specific examples to demonstrate your skills and achievements.

Showcase Your Skills: Detail your organisational and detail-oriented skills in your application. Mention any experience you have with CRM systems and how you've successfully managed client relationships in the past.

Personalise Your Cover Letter: Craft a personalised cover letter that reflects your enthusiasm for the role and the company. Mention why you want to work at CFO Insights and how you can contribute to their mission of connecting finance leaders.

How to prepare for a job interview at CFO Insights

✨Show Your Passion for Client Success

CFO Insights is all about connecting and developing finance leaders. Make sure to express your enthusiasm for client success and how you can contribute to their mission. Share specific examples from your past experiences where you've gone above and beyond for clients.

✨Demonstrate Your Organisational Skills

Given the fast-paced environment, it's crucial to showcase your organisational abilities. Prepare to discuss how you prioritise tasks and manage multiple projects simultaneously. Use real-life scenarios to illustrate your approach to staying organised under pressure.

✨Familiarise Yourself with the B2B Events Industry

Since previous experience in the B2B events industry is a must, do your homework! Understand the current trends and challenges in the sector. Being able to discuss these insights during your interview will demonstrate your commitment and knowledge of the field.

✨Prepare Questions for Your Interviewers

Interviews are a two-way street. Prepare thoughtful questions that show your interest in the role and the company. Ask about their expectations for the Client Success Lead position or how they measure success in client relationships. This will not only help you gauge if the role is right for you but also leave a positive impression.

Client Success Lead at CFO Insights
CFO Insights
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  • Client Success Lead at CFO Insights

    London
    Full-Time
    36000 - 60000 £ / year (est.)

    Application deadline: 2027-04-22

  • C

    CFO Insights

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