At a Glance
- Tasks: Manage client relationships and ensure smooth onboarding while driving commercial success.
- Company: A growing accountancy and advisory firm in the East Midlands.
- Benefits: Up to £35,000 salary, hybrid working, and a 4-day work week.
- Other info: Join a dynamic team with opportunities for growth and development.
- Why this job: Shape client experiences and make a real impact in a collaborative environment.
- Qualifications: Experience in client management or professional services with strong commercial awareness.
The predicted salary is between 32000 - 35000 £ per year.
A growing accountancy and professional advisory firm in the East Midlands is seeking a commercially minded Customer Success Executive to manage the client journey from initial inquiry through onboarding and ongoing relationship management.
This role sits at the intersection of client relationships, commercial decision-making, and operational delivery, ensuring new clients are well qualified, engagements are commercially sound, and onboarding is structured and efficient. It is ideally suited to someone with experience within accountancy practice, professional services, financial services, consultancy, or advisory environments who enjoys client interaction as much as process improvement and commercial ownership.
Role Overview
The Customer Success Executive owns the commercial lifecycle of a client relationship:
- Qualifying and shaping new opportunities
- Managing proposals and conversion activity
- Leading structured onboarding
- Supporting client retention conversations
- Protecting pricing, scope, and margin
You will act as a central coordination point between clients, partners, and delivery teams, ensuring consistency in how the business wins and retains work.
Key Responsibilities
Client Discovery & Qualification
- Conduct structured discovery calls with prospective business clients
- Understand accounting, compliance, or advisory requirements
- Assess complexity, commercial fit, and service suitability
- Filter misaligned enquiries and prioritize viable opportunities
- Produce clear internal summaries highlighting risks and scope considerations
Ownership of Standard Engagements
- Define engagement scope using established pricing frameworks
- Prepare and present proposals for recurring compliance or advisory services
- Manage commercial discussions confidently
- Own follow-up activity through to engagement agreement
Complex Opportunity Coordination
- Route higher-value or technically complex work to partners or senior advisors
- Provide structured discovery insight to support proposal development
- Maintain proposal tracking and client engagement momentum
Proposal & Pipeline Management
- Track live opportunities across the business
- Maintain structured follow-up processes
- Help reduce sales cycle length while maintaining quality of fit
Client Onboarding
- Act as the commercial lead during onboarding
- Ensure AML, engagement letters, and documentation are completed
- Reinforce agreed scope, timelines, and expectations
- Coordinate smooth handover into delivery teams
Commercial & Scope Protection
- Ensure engagements are clearly defined before work begins
- Apply pricing guardrails consistently
- Identify underpricing or scope creep risks early
Client Retention & Offboarding
- Act as first commercial contact where clients raise concerns or consider leaving
- Conduct structured conversations to understand underlying issues
- Explore retention or service adjustment options where appropriate
- Manage professional offboarding where necessary
- Capture feedback and commercial insight to support business improvement
About You
You are likely to come from:
- An accountancy practice, professional services firm, or advisory environment
- A client management, onboarding, practice management, or commercial coordination role
You will demonstrate:
- Strong commercial awareness
- Confidence speaking with business owners and senior stakeholders
- Excellent organization and follow-through
- Ability to balance client experience with commercial discipline
- A structured and process-driven mindset
What's on Offer
- Salary £32,000 - £35,000
- Hybrid working and a genuine 4-day work-week
- High ownership, visible role within a growing professional services firm
- Opportunity to shape client experience and commercial processes
- Collaborative and ambitious working environment
Customer Success Executive in Derby employer: Turner & Voce Limited
Join a dynamic and growing accountancy and professional advisory firm in Derby, where you will thrive in a collaborative and ambitious work culture. With a genuine 4-day work week and hybrid working options, we prioritise employee well-being while offering significant opportunities for personal and professional growth. As a Customer Success Executive, you will play a pivotal role in shaping client experiences and driving commercial success, making this an ideal environment for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Success Executive in Derby
✨Tip Number 1
Network like a pro! Get out there and connect with people in the accountancy and professional services space. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews by practising your pitch. Think about how your experience aligns with the role of a Customer Success Executive. Be ready to discuss how you can manage client relationships and improve processes. Confidence is key, so rehearse until you feel like a superstar!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. Mention something specific from your conversation to remind them of your fit for the position. It’s a simple yet effective way to keep you top of mind.
✨Tip Number 4
Don’t forget to check out our website for the latest job openings! We’re always looking for talented individuals to join our team. Applying directly through our site not only shows your interest but also gives you a better chance of standing out in the crowd.
We think you need these skills to ace Customer Success Executive in Derby
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the Customer Success Executive role. Highlight your experience in client management and any relevant commercial skills. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about client success and how your background fits with our needs. Keep it engaging and personal – we love a good story!
Showcase Relevant Experience:When filling out your application, focus on your past roles in accountancy or professional services. Share specific examples of how you've managed client relationships and improved processes. We’re all about those real-life experiences!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Turner & Voce Limited
✨Know Your Client Journey
Familiarise yourself with the entire client journey from initial inquiry to onboarding and retention. Be ready to discuss how you would manage each stage, highlighting your experience in client interactions and process improvements.
✨Showcase Your Commercial Awareness
Prepare examples that demonstrate your understanding of commercial decision-making. Think about times you've successfully managed proposals or identified risks in client engagements, and be ready to share these insights during the interview.
✨Practice Structured Discovery Calls
Since you'll be conducting discovery calls, practice how you would approach these conversations. Prepare questions that help uncover client needs and assess service suitability, showing your ability to filter and prioritise opportunities effectively.
✨Emphasise Organisation and Follow-Through
Highlight your organisational skills by discussing how you track live opportunities and maintain follow-up processes. Share specific tools or methods you use to ensure nothing falls through the cracks, demonstrating your structured mindset.
