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For Companies At a Glance
- Tasks: Support clients in achieving their goals with software platforms and manage customer relationships.
- Company: Invoka Consulting is a London-based consultancy focused on digital transformation through innovative software solutions.
- Benefits: Enjoy a competitive salary, employer-paid medical, 25 days holiday, and a paid volunteer day.
- Why this job: Kickstart your career in a dynamic environment while learning from experienced professionals in the SaaS industry.
- Qualifications: Recent graduates or those with up to one year of experience in customer service or tech roles are welcome.
- Other info: Join a supportive team and gain hands-on experience with leading global organisations.
The predicted salary is between 28800 - 43200 £ per year.
About Invoka Consulting
Invoka Consulting is a London-based software consultancy specialising in Collaborative Work Management (CWM), Customer Relationship Management (CRM), and Business Intelligence (BI) solutions. We help organisations streamline operations, improve collaboration, and optimise customer engagement by leveraging cutting-edge software platforms. Our expert advisory and professional services empower businesses to achieve seamless digital transformation through the implementation and adoption of best-in-class technologies.
The Role: Customer Success Associate
We are seeking a motivated and enthusiastic Customer Success Associate to join our team. This junior role is ideal for a recent graduate or someone with up to one year of experience looking to start their career in customer success within the SaaS space. You will support our client portfolio by helping customers achieve their goals with platforms like Smartsheet, acting as a reliable point of contact and learning from experienced colleagues.
You will gain hands-on experience working with leading global organisations, assisting with onboarding, adoption, and ongoing customer engagement to ensure success and satisfaction.
- Support the Customer Success team in managing client relationships and day-to-day customer needs.
- Assist in monitoring customer engagement and platform usage to help identify opportunities and risks.
- Help resolve basic customer queries and escalate more complex issues to senior team members.
- Support the preparation of customer success plans, onboarding materials, and training documentation.
- Participate in customer communications, including check-ins and feedback collection.
- Collaborate with Consulting and Sales teams to ensure customers receive a seamless experience.
Recent graduate or up to 1 year of experience in customer service, support, or an administrative role, ideally in a SaaS or technology environment.
Comfortable working with business software and quick to learn new digital tools.
Basic understanding or interest in SaaS, software platforms like Smartsheet, or project management tools.
Experience in a team-based work environment or internship in customer-facing roles.
Proficiency in additional languages is a plus.
Personal Qualities:
- Passion for delivering exceptional customer experiences and business value.
- Enjoys working with cutting-edge, web-based technologies and learning new tools.
Competitive starting salary & bonus potential
Employer-paid Private Medical and Dental
Monthly pension contributions
25 days paid holiday + 8 Bank Holidays + Birthday day off
Paid Volunteer Day for community support
Structured training and professional development opportunities
Customer Success Associate (Finance) employer: Invoka Consulting
Contact Detail:
Invoka Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Success Associate (Finance)
✨Tip Number 1
Familiarise yourself with the software platforms mentioned in the job description, particularly Smartsheet. Understanding how these tools work will not only help you during the interview but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with current or former employees of Invoka Consulting on platforms like LinkedIn. Engaging with them can provide you with insider knowledge about the company culture and expectations, which can be invaluable during your application process.
✨Tip Number 3
Prepare to discuss your experiences in customer service or support roles, even if they are from internships or part-time jobs. Highlight specific examples where you successfully resolved customer issues or contributed to a team, as this aligns well with the responsibilities of the Customer Success Associate.
✨Tip Number 4
Showcase your passion for technology and customer success during interviews. Be ready to share your thoughts on how effective customer engagement can drive business value, as this aligns with the core values of Invoka Consulting.
We think you need these skills to ace Customer Success Associate (Finance)
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the responsibilities and requirements of the Customer Success Associate position. Tailor your application to highlight relevant skills and experiences that align with the role.
Craft a Compelling CV: Ensure your CV is up-to-date and clearly outlines your education, relevant experience, and skills. Emphasise any customer service or administrative roles you've held, especially in a SaaS or technology environment.
Write a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific reasons why you want to work at Invoka Consulting and how your background makes you a great fit for the Customer Success team.
Highlight Soft Skills: Since this role involves customer interaction, make sure to showcase your communication skills, problem-solving abilities, and passion for delivering exceptional customer experiences in both your CV and cover letter.
How to prepare for a job interview at Invoka Consulting
✨Research Invoka Consulting
Before your interview, take some time to learn about Invoka Consulting's services and values. Understanding their focus on Collaborative Work Management, Customer Relationship Management, and Business Intelligence will help you tailor your responses and show genuine interest in the company.
✨Showcase Your Customer Service Skills
As a Customer Success Associate, you'll be interacting with clients regularly. Be prepared to discuss any previous experiences you've had in customer service or support roles. Highlight specific examples where you successfully resolved issues or improved customer satisfaction.
✨Demonstrate Your Tech Savviness
Since the role involves working with software platforms like Smartsheet, it's important to convey your comfort with technology. If you have experience with similar tools or a quick learning ability for new digital platforms, make sure to mention it during the interview.
✨Prepare Questions for the Interviewers
Having thoughtful questions ready shows your enthusiasm for the role and helps you assess if the company is the right fit for you. Consider asking about the team dynamics, opportunities for professional development, or how success is measured in the Customer Success team.
