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For Companies At a Glance
- Tasks: Engage with clients, drive product adoption, and build strong relationships.
- Company: With Intelligence, a leader in data and research for asset management.
- Benefits: Competitive commission, 24-29 days leave, wellness days, and hybrid working.
- Why this job: Make a real impact by helping clients maximise their platform value.
- Qualifications: Strong communication skills and a passion for customer engagement.
- Other info: Join a vibrant team with social events and a supportive culture.
The predicted salary is between 28800 - 43200 £ per year.
With Intelligence is a leading provider of high‑quality editorial, data, research, and event services in the institutional investment and asset management space. Our Customer Success function is an established segment of the Sales team at With Intelligence, working closely alongside Account Management, New Business, Product & Support. This team is responsible for driving adoption, engaging with clients, and improving the health of accounts to deliver measurable retention and growth.
As part of the Key Accounts team, you will have the opportunity to work with senior stakeholders at leading firms in the alternative asset management space. You will act as their day‑to‑day contact advising on how to maximise their received value from the platform, as well as proactively finding opportunities to expand their use case.
The candidate should be passionate about customer engagement with excellent communication skills and appreciate how good data discipline underpins this.
The Role:
- Engage directly with clients throughout their subscription term, building rapport and trust
- Build deep understanding of client workflows, priorities and success metrics, translating them into actionable success plans
- Provide tailored onboarding and training product demonstrations
- Become a key contact for any product related queries
- Proactively drive product adoption, using data and insights to identify trends, risks and opportunities
- Strategically identify, explore and push through upsell/cross‑sell opportunities
- Report all feedback to Account Managers and in CRM systems, while collaborating with Product to inform roadmap priorities
Strong verbal and written communication skills, able to build rapport with senior and technical stakeholders. Ability to manage complex accounts with multiple use cases while maintaining attention to detail. Confidence with presenting to groups and facilitating training sessions (both in‑person and virtual). Data‑driven approach, confidence in manipulating multiple sources of usage data to inform strategy. Commercially minded with the ability to understand client needs and link them to product solutions. Experience in Financial services/Asset Management is a plus but not required.
Benefits:
- Excellent commission structure
- 24 days annual leave rising to 29 days
- Enhanced parental leave
- Medicash (Health Cash Plans)
- Wellness Days
- Birthday day off
- Employee assistance programme
- Travel loan scheme
- Charity days
- Breakfast provided
- Social events throughout the year
- Hybrid Working
Our Company: With Intelligence is based at One London Wall, London EC2Y 5EA. We offer amazing benefits, free breakfast daily and drinks provided all day, every day. We actively encourage social networks that oversee activities from sports, book reading to rock climbing, that you are free to join. As part of our company, you will enjoy the benefits of an open plan office and working with a social and energetic team. With Intelligence provides exclusive editorial, research, data and events for senior executives within the asset management industry. These include hedge funds, private credit, private equity, real estate and traditional asset management, and our editorial brands are seen as market leaders in providing asset manager sales and IR execs with the actionable information they require to help them raise and retain assets. To maintain and grow our position in the market we need to continue to hire highly motivated, thoughtful and to ensure our subscribers are getting the exclusive intelligence they need first, and most comprehensively, through our range of services.
If you are interested so far in what you have read, please apply, we look forward to hearing from you. We are an Equal Opportunity Employer.
Customer Success Executive employer: With Intelligence
Contact Detail:
With Intelligence Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Success Executive
✨Tip Number 1
Get to know the company inside out! Research With Intelligence, their services, and their clients. This will help you tailor your conversations and show that you're genuinely interested in what they do.
✨Tip Number 2
Practice your communication skills! Since you'll be engaging with senior stakeholders, being able to articulate your thoughts clearly is key. Try mock interviews or even chat with friends to build your confidence.
✨Tip Number 3
Show off your data skills! Brush up on how to interpret and present data effectively. Being data-driven is crucial for this role, so demonstrate your ability to use insights to drive product adoption.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're proactive and keen to join our awesome team at With Intelligence.
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 in customer engagement and how you can help clients maximise their value from our platform.
Show Off Your Communication Skills: Since this role involves building rapport with clients, demonstrate your excellent verbal and written communication skills in your application. Use clear and concise language to convey your ideas.
Highlight Your Data Savvy: We love a data-driven approach! Mention any experience you have with analysing data to inform strategies or improve client outcomes. This will show us that you understand the importance of data discipline.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at With Intelligence
✨Know Your Client Engagement Strategies
Before the interview, brush up on various client engagement strategies. Be ready to discuss how you would build rapport and trust with clients, as this role heavily relies on strong relationships. Think of examples from your past experiences where you successfully engaged clients and drove product adoption.
✨Understand the Product Inside Out
Familiarise yourself with the products and services offered by With Intelligence. Understand how they can benefit clients in the asset management space. During the interview, be prepared to explain how you would tailor onboarding and training sessions based on client needs.
✨Showcase Your Data-Driven Mindset
Since the role requires a data-driven approach, come prepared with examples of how you've used data to inform strategies in previous roles. Discuss how you would identify trends and opportunities for upselling or cross-selling based on client usage data.
✨Practice Your Communication Skills
Given the importance of communication in this role, practice articulating your thoughts clearly and confidently. Prepare to present a mock training session or product demonstration during the interview to showcase your ability to engage with both senior and technical stakeholders.
