Customer Success Executive - Hybrid / Remote

SmartSearch’s distinctive Anti-Money Laundering verification software protects our clients by offering the most advanced and comprehensive features available from an AML provider. The Senior Customer Success Executive is crucial in enhancing customer satisfaction, retention, and revenue growth within their assigned industry vertical. This role involves meeting individual upsell targets and supporting the pod\’s overall retention objectives. The primary focus is on fostering strong customer relationships, understanding their needs, and ensuring they gain maximum value from our products and services. The Senior Customer Success Executive must proactively identify value-adding opportunities, address client concerns, and provide tailored solutions that align with clients\’ strategic goals. Regular communication, both in-person and virtual, is vital to build trust and collaboration, ultimately contributing to the long-term success and loyalty of the client base. *Please note, this role is based in our Ilkley office and you will need to be able to reliably commute 3 days a week to the office post training. Client Portfolio Management: Develop detailed account plans and comprehensive contact maps for high potential and strategic clients. Client Relationship Building: Day-to-Day Client Support: Facilitate knowledge-sharing sessions and offer support as needed. Share account plans, strategies, advice, and best practices with the team to maintain high standards. Participation in Ad-Hoc Projects: ~ When needed, engage in various projects (e.g., webinars, marketing campaigns, and product launches). You have previous experience within Financial Services or a Regulated industry Attention to detail, in particular an excellent standard of written communication, is vital to always maintain a precise and professional service A good understanding of common technology including Microsoft Office, Teams, Outlook etc. is beneficial, although training will be provided We are a multi-award winning Tech company with an aspirational mentality Some of our most recent recognitions include: named in the renowned RegTech100 list for 2024 , listed in the Top 100 Fasted Growing Tech Companies by Northern Tech Awards 2024 as well as being named Technology Provider of the Year by Corporate Finance Awards 2024 There are excellent progression opportunities due to our growth and you will have personal development goals, regular feedback and support We are a diverse and inclusive team committed to promoting Diversity & Inclusion and Social Responsibility. Through our DE&I group, charitable initiatives and support for local schools, we actively foster a positive Impact on our community Our comprehensive benefit package includes: ~25 days holiday rising to 30 with each year of service ~ Private Medical Insurance covering dental and optical ~ Company pension scheme ~ Life Assurance – 4x your annual salary ~Employee Assistance Programme ~ Cycle to work scheme ~ On site gym