Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage customer relationships, analyse data, and streamline processes using CRM systems.
- Company: Join Vanta Staffing, a dynamic team in High Wycombe focused on customer success.
- Benefits: Enjoy a competitive salary, target bonuses, and incentives with a Monday to Friday schedule.
- Why this job: Be part of a collaborative culture that values innovation and customer satisfaction.
- Qualifications: Experience in customer service and CRM systems is preferred but not essential.
- Other info: Opportunity for growth and development in a supportive environment.
The predicted salary is between 20800 - 21000 £ per year.
Vanta Staffing High Wycombe are looking for a Customer Success Planner for our local client. The ideal candidate will have excellent customer service and organisational skills. It is preferred if you have experience working with CRM systems and job scheduling. Monday – Friday 9.00am – 5.30pm (1 hour lunch) GBP26000 – GBP26500 basic + up to 10% target bonus, commission and incentives. The duties of the Customer Success Planner are: · Collecting and analysing customer data · Managing relationships using CRM systems and ensuring the CRM information is up to date · Developing new ways to meet customers needs · Handling customer complaints · Developing marketing campaigns to attract new customers and retain current customers · Collaborating with sales, marketing, customer service and operations teams to improve the customer experience · Exploring new features and streamlining processes through CRM system · Process automation · Creating job worksheets · Creating mailshot templates to send out to customers with news or product offers · Ensuring tablets and other hardware are up to date and ready for use on site · Daily communication with engineers, customers, and warehouse · Training and adding new engineers onto the system · Helping to manage and maintain our fleet of vehicles · Answering incoming calls and emails to Operations from customers · Allocating and route planning engineers work to CRM system ensuring best fuel and time efficiency · Producing kit and equipment required reports for all service runs scheduled for the warehouse · Maintaining alerts and contact details for all sites on our CRM to ensure automated booking/site access · Following up with issues on sites as part of customer service and success · Accepting, updating, allocating, closing jobs on customer portals · Completing work submission spreadsheets for invoicing purposes · Ensuring work permits are in place · Updating yearly permits, RAMS, process guides The requirements preferred but not essential of the Customer Success Planner are: · 2 years experience in a similar role · Excellent customer service skills · Job Scheduling · CRM system experience (BigChange/JobWatch preferred)
Customer Success Planner employer: Vanta Staffing Limited
Contact Detail:
Vanta Staffing Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Success Planner
✨Tip Number 1
Familiarise yourself with CRM systems, especially BigChange or JobWatch, as these are preferred for the role. Consider taking online courses or tutorials to enhance your skills and demonstrate your commitment to mastering these tools.
✨Tip Number 2
Showcase your customer service experience by preparing specific examples of how you've successfully handled customer complaints or improved customer satisfaction in previous roles. This will help you stand out during any interviews.
✨Tip Number 3
Network with professionals in the customer success field, particularly those who have experience with job scheduling and CRM systems. Engaging with them on platforms like LinkedIn can provide valuable insights and potentially lead to referrals.
✨Tip Number 4
Prepare to discuss how you would develop marketing campaigns to attract and retain customers. Think of innovative ideas that could be implemented and be ready to share them during your interview to demonstrate your proactive approach.
We think you need these skills to ace Customer Success Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your customer service and organisational skills. Include any relevant experience with CRM systems and job scheduling, as these are key for the Customer Success Planner role.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the duties mentioned in the job description. Explain how your past experiences align with the responsibilities of collecting and analysing customer data, managing relationships, and developing marketing campaigns.
Showcase Relevant Skills: In your application, emphasise your ability to handle customer complaints and collaborate with various teams. Mention any specific CRM systems you have used, especially if you have experience with BigChange or JobWatch.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the Customer Success Planner position.
How to prepare for a job interview at Vanta Staffing Limited
✨Showcase Your Customer Service Skills
Since the role requires excellent customer service skills, be prepared to share specific examples of how you've successfully handled customer interactions in the past. Highlight any situations where you turned a negative experience into a positive one.
✨Familiarise Yourself with CRM Systems
If you have experience with CRM systems, make sure to discuss it during the interview. If not, do some research on popular systems like BigChange or JobWatch. Understanding their functionalities can help you demonstrate your willingness to learn and adapt.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities, especially regarding customer complaints and job scheduling. Think of scenarios where you had to develop new solutions or streamline processes, and be ready to explain your thought process.
✨Demonstrate Organisational Skills
The role involves managing multiple tasks and relationships. Be ready to discuss how you prioritise your workload and keep track of various responsibilities. Providing examples of tools or methods you use to stay organised will impress the interviewers.
