Customer Success Executive in Bath, Somerset

Bath or Leeds | Hybrid Working

The Opportunity

Do you have experience working in a law firm and love building relationships? This is a fantastic opportunity to join an established software business supporting law firms across the UK. As a Customer Success Consultant, you'll take ownership of a portfolio of clients, working closely with them throughout their journey to understand their business, overcome challenges and ensure they're getting maximum value from their software. This is a highly varied role combining customer success, training, business analysis and commercial account development. You'll act as a trusted advisor to your clients whilst also feeding valuable insights back into the wider business to help shape products and improve the customer experience. If you're a proactive, relationship-focused professional who enjoys solving problems and working with customers to achieve their goals, this could be a great next step.

The Company

Our client is a well-established provider of specialist business management software, helping professional services organisations streamline their operations and work more effectively. With decades of experience in their sector, they've built a strong reputation for combining market-leading technology with outstanding customer support. Their software is trusted by organisations across the UK, and their Client Success team plays a vital role in ensuring customers successfully adopt the platform and continue to see long-term value from their investment.

What You'll Be Doing

• Managing a portfolio of clients and acting as a key point of contact throughout their customer journey
• Developing a deep understanding of each client's business, structure, processes and objectives
• Conducting detailed analysis of client requirements and identifying how the software can support their goals
• Proactively checking in with customers through remote meetings, training plans and regular engagement
• Delivering training and helping clients build the confidence to get the most from the software
• Identifying opportunities for clients to access additional products and services that support their needs
• Building strong, trusted relationships with key stakeholders
• Gathering and communicating client feedback to internal teams
• Acting as the Voice of the Customer across Product, Sales and Marketing
• Helping identify opportunities to improve the user experience, product functionality and client engagement
• Explaining complex software solutions and workarounds in a clear and concise way
• Managing multiple client relationships and priorities in a fast-paced environment
• Travelling to client sites to deliver onsite training when required

What You'll Need To Apply

• Previous experience working in a law firm, in any role, for 1+ years
• Strong relationship-building and stakeholder management skills
• Excellent written and verbal communication skills
• The ability to explain complex concepts in a simple and engaging way
• Strong analytical and problem-solving abilities
• Confidence delivering training sessions, both remotely and onsite
• Strong knowledge of Microsoft Word, Excel and Outlook
• The ability to quickly learn and understand complex software systems
• A full UK driving licence and access to a car
• Willingness to travel when required

What's In It For You

• Competitive basic salary
• Hybrid working
• 25 days holiday + bank holidays
• 8% employer pension contribution
• Private health insurance, including optical and dental cover
• Life insurance
• Employee Assistance Programme
• Perkbox membership
• Free light lunch and snacks when in the office
• The opportunity to develop experience across Customer Success, training, business analysis and commercial account development
• Join an experienced and supportive Client Success team
• Work for a well-established technology business with a strong reputation in its market

What Next? Hit apply or contact Geo directly for a confidential chat!