Client Success Executive

Vantify; Bromsgrove; Hybrid; GBP 26,863,000 - 32,236,000; Full time

Benefits offered by this job

Annual Leave

Health benefits

Pension scheme

Discounts

Volunteer days

Professional development

Job summary

Vantify in Bromsgrove is seeking a Client Success Executive to ensure accurate processing of client orders and documentation, supporting scheduling and service delivery.

You will collaborate with Client Success Managers and Directors, maintain client records, and produce essential reports. The role blends admin duties with proactive client support in a fast-paced environment.

Qualifications

• GCSE Maths and English at Grade C/4 or above.
• Relevant qualification in Business Administration or Customer Service (desirable).
• Training or qualification in Health & Safety, Compliance, Facilities Management or Environmental Management (desirable).

Responsibilities

• Manage client enquiries, meetings and communications, ensuring requirements are understood and actions followed.
• Review reports within service levels to ensure quality and compliance.
• Track consultant visits and report submissions, following up on outstanding items.
• Prepare and analyse client reports, identifying trends and improvements.
• Collaborate with internal teams to resolve system issues and provide guidance.
• Manage client orders and documentation for scheduling.
• Maintain accurate client, site and financial information in internal systems.
• Produce client-facing and internal reports and presentations.
• Identify opportunities to improve processes and data quality.

Skills

Client services

Scheduling

CRM experience

Data reporting

Education

GCSE Maths & English

Business Admin qualification

Customer Service qualification

Tools

CRM

Scheduling systems

Business software

Job description

Location & Working Pattern

• Location: Hybrid between working in our Bromsgrove office and home
• Working Pattern: 37.5 hours per week on an alternating shift basis split over any five days Monday to Sunday

About the role

• Location: Hybrid between working in our Bromsgrove office and home
• Working Pattern: 37.5 hours per week on an alternating shift basis split over any five days Monday to Sunday
• Contract Length: Permanent

As our Client Success Executive, you will ensure the accurate and efficient processing of client orders and related documentation, supporting smooth scheduling and exceptional service delivery. You’ll work closely with our Client Success Managers and Directors and collaborate across departments to maintain accurate client and financial records, manage communications, and produce essential reports and documents.

This role combines administrative responsibilities with proactive client support. By managing key processes and maintaining high standards of accuracy and professionalism, you’ll play a vital part in delivering a responsive, high-quality service to clients and supporting the wider team.

What we’re looking for

Qualifications

• GCSE Maths and English at Grade C/4 or above (or equivalent).
• Relevant qualification in Business Administration, Customer Service or a related discipline (desirable).
• Training or qualification in Health & Safety, Compliance, Facilities Management or Environmental Management (desirable).

Experience

• Working in a client services, customer success, account support or administrative role.
• Supporting multiple clients and managing competing priorities in a fast-paced environment.
• Maintaining accurate records within CRM, scheduling or business management systems.
• Producing reports, spreadsheets and business documentation.
• Working with Software as a Service (SaaS) products or technology-based solutions (desirable).
• Supporting compliance-related activities, including audits, risk assessments or regulatory processes (desirable).
• Working within the health and safety, compliance, facilities management or property sectors (desirable).

What you’ll be getting up to

• Assist in managing client enquiries, meetings and communications, ensuring client requirements are understood and appropriate actions are followed through.
• Ensure quality and compliance by reviewing reports within agreed service levels and maintaining client protocols and industry standards.
• Track Consultant visits and report submissions, following up on outstanding items to keep workflows on schedule.
• Prepare and analyse client reports, identifying trends and presenting insights to support service improvements.
• Collaborate with internal teams to resolve system issues, enhance applications and provide client-specific guidance where required.
• Manage client orders and documentation, ensuring information is complete, accurate and ready for scheduling.
• Maintain accurate client, site and financial information across internal systems and databases.
• Monitor outstanding reports, purchase orders and actions, proactively chasing information to support service delivery.
• Produce client-facing and internal reports, documentation and presentations, ensuring accuracy and timely distribution.
• Identify opportunities to improve processes, data quality and overall client service efficiency.

Our benefits

• Annual Leave: 25 days holiday in addition to usual bank holidays.
• Wellbeing – Health cash plan, company sick pay scheme, gym discounts, cycle to work scheme, mental health first aiders and an enhanced employee assistance programme
• Financial – Salary sacrifice pension scheme, exclusive shopping discounts, EV Salary Sacrifice scheme, access to affordable ways to buy white goods and tech
• Family – We enhance statutory family leave entitlements, run charity events throughout the year to support our charity partner Mind, provide group life insurance and offer a one‑off two‑week paid life‑event leave after five years of service.
• Community – Volunteer days, religious holiday swaps and proud Bronze Award status under the Armed Forces Covenant Employer Recognition Scheme, reflecting our commitment to supporting veterans, reservists, service leavers and military families.
• Social – We host an annual conference to get the whole business together as well as our team of Social Champions who arrange regular events for inside and outside of work
• Development – We’ll cover the cost of a professional membership fee, support your personal and professional development and provide you with access to our online learning library

Salary

26227 - 26227 GBP (hourly)