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For Companies At a Glance
- Tasks: Support customers in achieving success with our innovative platform and drive their growth.
- Company: Join a dynamic tech company focused on customer success and innovation.
- Benefits: Flexible working, competitive salary, and opportunities for professional development.
- Why this job: Be a trusted advisor and make a real impact on customer satisfaction and retention.
- Qualifications: 0-3 years in customer success or related fields; passion for technology is a must.
- Other info: Collaborative environment with great career growth potential.
The predicted salary is between 30000 - 42000 ÂŁ per year.
Position Reports to: Head of Customer Success
Location: UK or Ireland based, with required attendance at the Dublin or London office twice per week and customer site visits as required.
Supports: Kefron Digital customer based and Commercial team
Interfaces with: Sales, Product, Professional Services and Development teams.
Targets & KPIs
Performance will align with Customer Success metrics including Net Revenue Retention (NRR), customer adoption, churn reduction, and contribution to renewal and expansion outcomes (increased ARR).
Vision For The Role
To support the delivery of long‑term customer value, retention, and adoption across the Kefron Digital customer base by helping customers achieve meaningful outcomes through the Kefron AP platform. The Customer Success Executive will act as a trusted advisor to customers, maximising Net Revenue Retention (NRR) while advocating for customer needs internally and supporting the continued growth and maturity of the Customer Success function.
Business As Usual Role Function
- Assist in managing a portfolio of SME and Mid‑Market customers by supporting onboarding, adoption, retention and expansion activities.
- Act as a day‑to‑day point of contact for customers post‑sale, collaborating with Sales, Product, Professional Services, and Support to help deliver an excellent end‑to‑end customer experience.
- Help identify customer risks and opportunities, supporting value realisation, renewal, expansion and upsell conversations.
Attributes Of A Junior Customer Success Executive
- Builds positive, professional relationships with customer stakeholders
- Communicates clearly and confidently in meetings and written communication
- Demonstrates curiosity about SaaS, finance automation, and customer success
- Is highly organised and reliable, with strong attention to detail
- Proactively flags risks, issues, or customer concerns to senior team members
- Balances customer empathy with commercial awareness
- Thrives in a fast‑growing environment and enjoys learning new skills
- Works collaboratively across different departments
- Takes ownership of tasks and execution
- Is passionate about technology and the value delivered by the Kefron AP platform
- Has a growth mindset and seeks continuous improvement
Experience and Skills
This is an early‑career, client‑facing role suitable for candidates with 0–3 years’ experience in Customer Success, Account Management, Service Delivery, or a SaaS/technology environment. Experience working with B2B customers is advantageous but not essential.
- Understanding (or willingness to learn) SaaS business models and customer lifecycles
- Interest in customer adoption, value delivery, and retention
- Ability to interpret customer usage and customer health data
- Confidence in communicating with both technical and non‑technical roles
- Basic understanding of workflows or integrations is advantageous but not required
- Experience with CRM tools (e.g., HubSpot or Salesforce) is desirable
- Strong presentation and documentation skills
Technical and Tooling Capability
Useful experience or the ability to learn quickly with:
- CRM platforms (HubSpot, Salesforce, or similar)
- Microsoft Office tools and Co‑Pilot
- Productivity AI tools (e.g., Enterprise ChatGPT)
- PowerPoint or Canva for customer‑facing presentations
- Demonstrating product features and explaining workflows
- Any exposure to finance systems, ERP platforms, or automation tools is an advantage
Core Role Functions
Customer Relationship Management
- Own customer relationships across a portfolio of accounts.
- Act as a day‑to‑day point of contact for assigned customers
- Build multi‑threaded relationships at customer organisations
- Assist with delivering customer engagement sessions, including reviews and check‑ins
- Understand customer objectives and support mapping to Kefron AP capabilities
Customer Adoptions, Retention and Growth
- Support onboarding processes and ensure customers adopt key platform features
- Monitor customer usage and health metrics to highlight risks
- Drive renewal processes in partnership with Sales and Commercial
- Identify and progress opportunities for upsell or expansion
- Contribute to reducing churn and improving retention metrics
Kefron is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, colour, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. If you have a disability or special need that requires accommodation, please let us know.
Customer Success Executive employer: Uniting Holding
Contact Detail:
Uniting Holding Recruiting Team
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 employees at Kefron Digital on LinkedIn. Ask them about their experiences and any tips they might have for landing the Customer Success Executive role. Personal connections can give you an edge!
✨Tip Number 2
Prepare for those interviews by practising common questions related to customer success. Think about how you can demonstrate your understanding of SaaS and customer lifecycles. We want to see your passion for helping customers thrive!
✨Tip Number 3
Show off your organisational skills! During interviews, share examples of how you've managed multiple tasks or projects. This role is all about balancing customer needs with commercial awareness, so let us know how you handle that pressure.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re genuinely interested in joining the Kefron team. Let’s get you started on this exciting journey!
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 relevant experience and skills that align with our job description, especially around customer relationships and SaaS knowledge.
Show Your Passion: We love candidates who are genuinely excited about technology and customer success. Share any personal projects or experiences that demonstrate your enthusiasm for helping customers achieve their goals using tech solutions.
Be Clear and Concise: When writing your application, keep it straightforward and to the point. Use clear language to communicate your ideas and experiences, as this reflects the communication skills we value in our team.
Apply Through Our Website: We encourage you to submit your application directly through our website. This ensures that your application gets to the right people quickly and shows us you're serious about joining our team!
How to prepare for a job interview at Uniting Holding
✨Know Your Customer Success Metrics
Familiarise yourself with key metrics like Net Revenue Retention (NRR) and customer adoption rates. Be ready to discuss how you can contribute to these metrics and share any relevant experiences where you've positively impacted customer success.
✨Showcase Your Communication Skills
As a Customer Success Executive, clear communication is vital. Prepare examples of how you've effectively communicated with both technical and non-technical stakeholders in the past. Practise articulating your thoughts clearly and confidently during the interview.
✨Demonstrate Curiosity About SaaS
Express your interest in SaaS and finance automation. Research Kefron Digital and its platform beforehand, and be prepared to discuss how you can help customers achieve meaningful outcomes using their services. This shows you're proactive and genuinely interested in the role.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to handle customer concerns. Think of scenarios where you've identified risks or opportunities in previous roles, and be ready to explain how you approached those situations and what the outcomes were.
