Customer Success Executive
Customer Success Executive

Customer Success Executive

Full-Time 28000 - 32000 £ / year (est.) Home office (partial)
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Xledger UK

At a Glance

  • Tasks: Manage customer relationships and ensure satisfaction with Xledger's platform.
  • Company: Xledger UK is a dynamic fintech company based in Bristol, focused on customer success.
  • Benefits: Enjoy hybrid work, health insurance, 26 days holiday, and birthday off!
  • Why this job: Join a vibrant team, make an impact, and grow your career in a supportive environment.
  • Qualifications: 3+ years in customer-facing roles, ideally in tech or SaaS; passion for fintech is a plus.
  • Other info: Regular social events and the chance to work anywhere globally for 4 weeks a year.

The predicted salary is between 28000 - 32000 £ per year.

Xledger UK City Of Bristol, England, United Kingdom

Customer Success Executive

Xledger UK City Of Bristol, England, United Kingdom

Direct message the job poster from Xledger UK

Available Position: Customer Success Executive

Location: Bristol – Hybrid

Role: Full Time

Remuneration: £35,000 – £40,000 (experience depending), and £10,000 commission.

The Role

We’re looking for a proactive and customer-focused Customer Success Executive to join our growing Customer Success Team. In this role, you’ll manage a portfolio of customers, ensuring they achieve value and satisfaction through their use of Xledger\’s platform.

Drawing on your prior experience in customer-facing roles, you’ll build strong relationships, help customers adopt our products effectively, and identify growth opportunities. With a keen eye for detail, you’ll identify potential risks and collaborate with internal teams to deliver solutions to ensure we continue to deliver a high standard of service and maintain our excellent customer retention rate.

Key Responsibilities

  • Manage a portfolio of assigned customers, ensuring satisfaction, adoption, and retention
  • Maintain accurate and up-to-date records in the CRM system
  • Produce regular reports and insights for the Customer Success Team Manager
  • Respond to ad hoc customer queries promptly and professionally
  • Arrange and conduct regular customer meetings, prioritising those considered high risk
  • Own all follow-up communications and actions resulting from meetings
  • Identify and communicate potential upsell or growth opportunities within accounts
  • Collect and consolidate customer feedback to share internally
  • Collaborate regularly with the Customer Success Team Manager to share wins, highlight risks, and suggest solutions

About You

We’re looking for someone who is dependable, solutions-oriented, and passionate about delivering an excellent customer experience. You take the initiative, work proactively without needing close supervision and follow through on commitments. You’ll be comfortable communicating with people at all levels, enjoy solving problems, and thrive in a dynamic environment.

Desired Qualifications & Experience

  • Minimum 3 years of experience in a customer facing role
  • At least 1 year of experience in a Customer Success or Account Management position
  • Experience of working in tech or SaaS scale up company
  • An interest in the fintech industry

Personal Qualities

  • Self-starter with strong initiative and proactive mindset
  • Reliable, accountable and thorough
  • Organised, accurate and detail oriented
  • Strong written and verbal communication skills
  • Comfortable working both independently and as part of a team
  • Willingness to learn and adapt
  • Professional and confident in customer interactions

Benefits and Terms

  • Full time, permanent role
  • Ability to work from home twice a week
  • Core hours policy
  • Health insurance
  • 26 days’ holiday, rising by 1 day per 2 years’ service (up to a maximum of 5 extra days), not including bank holidays
  • Provision to buy annual leave
  • Work Anywhere globally for 4 weeks of the year
  • Birthday’s off
  • An excellent culture with regular paid-for social events

Seniority level

  • Seniority level

    Mid-Senior level

Employment type

  • Employment type

    Full-time

  • Industries

    Software Development

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Customer Success Executive employer: Xledger UK

Xledger UK is an exceptional employer located in the vibrant city of Bristol, offering a dynamic work culture that prioritises employee well-being and professional growth. With a hybrid working model, generous benefits including health insurance, 26 days of holiday, and opportunities for global work, Xledger fosters a supportive environment where employees can thrive while delivering outstanding customer experiences.
Xledger UK

Contact Detail:

Xledger UK Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Customer Success Executive

✨Tip Number 1

Familiarise yourself with Xledger's platform and its features. Understanding the product inside out will not only help you in customer interactions but also demonstrate your commitment to the role during interviews.

✨Tip Number 2

Network with current or former employees of Xledger on platforms like LinkedIn. Engaging with them can provide valuable insights into the company culture and expectations, which can be beneficial for your application.

✨Tip Number 3

Prepare to discuss specific examples from your previous roles where you've successfully managed customer relationships or resolved issues. This will showcase your experience and problem-solving skills, which are crucial for a Customer Success Executive.

✨Tip Number 4

Stay updated on trends in the fintech industry. Being knowledgeable about current developments can help you engage in meaningful conversations during interviews and show your passion for the sector.

We think you need these skills to ace Customer Success Executive

Customer Relationship Management (CRM)
Communication Skills
Problem-Solving Skills
Attention to Detail
Proactive Mindset
Account Management
Data Analysis
Report Generation
Collaboration Skills
Time Management
Adaptability
Customer Feedback Collection
Sales Acumen
Technical Aptitude in SaaS

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in customer-facing roles, particularly in Customer Success or Account Management. Use specific examples that demonstrate your ability to build relationships and drive customer satisfaction.

Craft a Compelling Cover Letter: In your cover letter, express your passion for customer success and the fintech industry. Mention how your proactive mindset and problem-solving skills align with the responsibilities of the role at Xledger UK.

Showcase Relevant Skills: Emphasise your strong written and verbal communication skills, as well as your organisational abilities. Provide examples of how you've successfully managed customer portfolios and identified growth opportunities in previous roles.

Highlight Cultural Fit: Research Xledger UK's company culture and values. In your application, mention how you embody these values and how your personal qualities make you a great fit for their team.

How to prepare for a job interview at Xledger UK

✨Show Your Customer-Centric Mindset

As a Customer Success Executive, it's crucial to demonstrate your passion for customer satisfaction. Prepare examples from your previous roles where you went above and beyond to help customers achieve their goals. This will show that you understand the importance of building strong relationships.

✨Familiarise Yourself with Xledger's Platform

Before the interview, take some time to explore Xledger's platform and its features. Being knowledgeable about the product will not only impress the interviewers but also allow you to discuss how you can help customers adopt it effectively.

✨Prepare for Scenario-Based Questions

Expect questions that assess your problem-solving skills and ability to handle challenging situations. Think of specific scenarios where you've identified risks or upsell opportunities in past roles, and be ready to discuss how you approached these situations.

✨Highlight Your Communication Skills

Strong written and verbal communication skills are essential for this role. Be prepared to discuss how you've effectively communicated with customers and internal teams in the past. Consider sharing examples of how you’ve tailored your communication style to different audiences.

Customer Success Executive
Xledger UK
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