At a Glance
- Tasks: Maximise customer adoption and retention for complex Treasury & Capital Markets accounts.
- Company: Join Teciem, a leader in treasury and capital markets software solutions.
- Benefits: Competitive salary, diverse culture, and opportunities for professional growth.
- Other info: Diversity is key at Teciem; we welcome talent from all backgrounds.
- Why this job: Be a trusted advisor and make a real impact on customer success.
- Qualifications: 10+ years in presales or support of financial services systems required.
The predicted salary is between 60000 - 80000 £ per year.
You will join Teciem’s European Customer Success & Solutions Consulting team, a unified organization that brings together Solution Consultants, hybrid presales/CSM profiles, and retention‑focused Customer Success leaders. As a Senior Customer Success Executive (Retention Lead), you will be the primary strategic advisor for Teciem’s high‑value and complex accounts.
Your mission is to maximize adoption, ensure stability, deepen product usage, and guide customers on how to extract full value from Teciem’s platforms. This solution‑oriented, product‑competitive role focuses on customer retention and adoption rather than commercial account management. You will work closely with clients to understand their operating model, identify improvement opportunities, and demonstrate relevant capabilities and modules to support their transformation journey.
Key Responsibilities & Deliverables- Own the retention and adoption strategy for a portfolio of complex Treasury & Capital Markets clients.
- Lead customer engagement programs including health checks, “walk the floor” assessments, usage reviews, and operating model analysis, and follow up on the execution of delivered recommendations.
- Drive customer retention, with clear accountability for stabilizing relationships, strengthening adoption, and ensuring long‑term platform success.
- Serve as a trusted advisor on system usage/adoption, functional workflows, best practices, and product evolution across Summit, Kondor, and Sophis.
- Build and execute Customer Success Plans reflecting each client’s strategy, goals, operating model, and maturity.
- Understand client front‑to‑back workflows, integration landscape, and functional usage, identify gaps and optimization opportunities.
- Recommend best practices around usage, processes, and platform evolution to improve resilience, efficiency, and adoption.
- Conduct on‑site and remote analysis sessions that benchmark customer maturity and identify improvement opportunities.
- Explain relevant modules, features, and new capabilities that support customer objectives.
- Support presales when deeper, cross‑product demonstrations are needed.
- Act as the primary owner of at‑risk customers, leading early identification, root‑cause analysis, and structured recovery plans.
- Be directly responsible for retention outcomes by proactively addressing usage gaps, operational issues, or declining satisfaction.
- Coordinate effectively with support teams on production escalations, ensuring transparency and high‑quality resolution.
- Identify new modules or services aligned with operational needs and demonstrate their value.
- Provide the functional, operational, and architectural context needed for Sales/Presales to shape expansion discussions.
- Prepare functional rationales or value cases for customers considering enhancements or modernization initiatives.
- 10+ years in presales, delivery, or support of Treasury & Capital Markets systems.
- Expertise with at least one major platform: Summit, Kondor or equivalent financial services solutions.
- Ability to understand and demonstrate product capabilities, workflows, and front‑to‑back business processes.
- Experience working with users across front office, middle office, risk, operations, and IT.
- Strong analytical and problem‑solving skills, able to interpret usage and performance data, identify root causes, and translate insights into actionable recommendations.
- Exceptional communication, presentation, and stakeholder management abilities, with confidence engaging audiences from operational teams to senior executives.
- Ability to challenge, influence, and guide customers constructively to adopt best practices and improve their operating model.
- Comfortable delivering demos, walkthroughs, and advisory sessions that articulate functional value and system capabilities.
- Highly autonomous, organized, and adaptable, able to prioritize and manage multiple complex accounts simultaneously.
- Strong ownership mindset, capable of coordinating cross‑functional teams (Services, Product, Support, Presales) to drive customer outcomes.
- Solid project management capability, including structured reporting, action tracking, and facilitation of governance meetings.
- Fluency in English; French, German, or Italian strongly preferred.
- Bachelor’s or Master’s degree in Finance, Computer Science, Engineering, Mathematics, Information Systems, or similar.
- Professional development in Treasury & Capital Markets technology or financial engineering preferred.
- Experience or training in presentation delivery and consultative engagement is beneficial.
At Teciem, we design, build, and deliver front‑to‑back treasury and capital markets software solutions for financial institutions worldwide. We welcome talent from all walks of life and encourage applications from individuals of all genders, races, ages, abilities, identities, and beliefs. Together, we’re shaping a culture where diversity isn’t just celebrated — it’s essential to our success. We are an Equal Opportunity Employer; we provide equal employment opportunities to all persons, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status.
Customer Success Executive employer: TUK TCMI UK Ltd
At Teciem, we pride ourselves on fostering a collaborative and inclusive work environment that empowers our employees to thrive. As a Customer Success Executive in our European team, you will benefit from extensive professional development opportunities, a strong focus on employee well-being, and the chance to work with high-value clients in the dynamic Treasury & Capital Markets sector. Our commitment to diversity and innovation ensures that every team member's voice is heard, making Teciem an exceptional place to build a meaningful career.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Success Executive
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Teciem on LinkedIn. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.
✨Tip Number 2
Prepare for the interview by understanding Teciem’s platforms inside out. Dive into their features and think about how you can help clients maximise their usage. Show them you’re not just a candidate, but a potential strategic partner!
✨Tip Number 3
Practice your presentation skills! You might need to deliver demos or walkthroughs during the interview process. Make sure you can clearly articulate the value of the solutions you’ll be working with.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can keep you top of mind and show your enthusiasm for the role. Plus, it’s a great chance to reiterate why you’d be a perfect fit for the team.
We think you need these skills to ace Customer Success Executive
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Customer Success Executive role. Highlight your experience with Treasury & Capital Markets systems and how it aligns with our mission at Teciem.
Showcase Your Skills:Don’t just list your skills; demonstrate them! Use specific examples from your past roles that showcase your analytical, problem-solving, and communication abilities. We want to see how you’ve made an impact!
Be Authentic:Let your personality shine through in your application. We value authenticity and want to get a sense of who you are beyond your professional achievements. Share your passion for customer success and how you can contribute to our team.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re genuinely interested in joining our team!
How to prepare for a job interview at TUK TCMI UK Ltd
✨Know Your Customer Success Strategies
Before the interview, brush up on customer success strategies, especially those relevant to Treasury & Capital Markets. Be ready to discuss how you would maximise adoption and retention for complex accounts, as this will show your understanding of the role's core responsibilities.
✨Demonstrate Your Analytical Skills
Prepare to showcase your analytical and problem-solving skills. Think of examples where you've interpreted usage data or identified root causes of issues. This will help you illustrate your ability to translate insights into actionable recommendations, which is crucial for the position.
✨Engage with Real Scenarios
During the interview, be prepared to engage in scenario-based questions. Practice articulating how you would handle specific customer situations, such as addressing at-risk customers or conducting health checks. This will demonstrate your practical knowledge and readiness for the challenges of the role.
✨Showcase Your Communication Skills
Since the role requires exceptional communication and stakeholder management abilities, practice presenting your ideas clearly and confidently. You might even want to prepare a mini-presentation on a relevant topic to showcase your presentation skills and ability to engage diverse audiences.
