Customer Success Administrator

SmartSearch; Ilkley; On-site; GBP 25,000 - 32,000; Full time

Benefits offered by this job

25 days holiday rising to 30

Private Medical Insurance

Company pension scheme

Life Assurance – 4x annual salary

Volunteer day

Enhanced maternity / paternity

Employee Assistance Programme

Cycle to work scheme

On site gym

Job summary

SmartSearch is seeking a Customer Success Administrator for a 6-month contract in the United Kingdom. The role focuses on managing daily inquiries from high-value clients, preparing data and uploading reports, and supporting onboarding activities for new clients.

You will help maintain CRM accuracy and assist with HubSpot updates. The role requires strong organisational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.

Qualifications

• Experience with CRM systems, particularly HubSpot.
• Strong data handling and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Manage daily enquiries from high value clients via email or phone.
• Prepare client data and upload data reports to the SmartSearch system.
• Assist with onboarding new client set ups and support CS seniors with implementations.
• Perform bulk uploads and manage bulk monitoring switch-offs within SLAs.
• Maintain CRM accuracy and support HubSpot changes as required.

Skills

HubSpot

CRM systems

Data handling

Client onboarding

Communication

Tools

HubSpot

Job description

SmartSearch’s distinctive Anti-Money Laundering verification software protects our clients by offering the most advanced and comprehensive features available from an AML provider.

SmartSearch has grown rapidly by fostering an incredibly collaborative and supportive culture. As we continue our ambitious growth plans, we will strive to remain a truly exciting, rewarding, and unique place to work.

HOW WILL YOU MAKE A DIFFERENCE?

The Customer Success Administrator is responsible for managing daily enquiries and requests from high value clients (senior CSE and CSMs), addressing various client queries either via email or call. Preparing client data, and uploading data reports to the SmartSearch system. Additionally, the Administrator supports the CS seniors with new client set ups.

Please note, this is a 6 month contract.

Varied Day To Day Responsibilities

As a Customer Success Administrator, you will play a key role in supporting the operational efficiency and data integrity of the Customer Success function. Your responsibilities will include performing bulk uploads, managing bulk monitoring switch-offs, and overseeing the approval and progression of customer records through internal workflows. You will also be responsible for maintaining the accuracy of our CRM system by supporting with HubSpot changes as required.

Operational Efficiency

• Take responsibility for standard queries to ensure an exceptional customer journey, resolving issues promptly or liaising with the appropriate department on a clients behalf.
• Keep key stakeholders informed with timely updates on product or service issues.
• Manage and prioritise workload effectively within expected SLAs.
• Perform tasks such as processing batch uploads, bulk switch offs and updating the platform/CRM on behalf of CS, always ensuring accuracy.

Client Onboarding and Relationship Building

• Assist with onboarding new client set ups.
• Ensure a seamless customer experience for clients, delivering excellent service and striving to exceed expectations.

Regulatory Compliance

• Develop a general understanding of Anti-Money Laundering regulations and the SmartSearch product to provide the best service level to clients

WHAT ARE WE LOOKING FOR IN A CANDIDATE?

To be successful in this role, you will need excellent organisational skills, a strong attention to detail, and the ability to manage multiple priorities in a fast-paced environment. Experience with CRM systems, particularly HubSpot, is highly desirable, along with confidence in handling data and collaborating effectively across teams.

WHAT IS LIFE LIKE AT SMARTSEARCH?

• We are a multi-award winning Tech company with an aspirational mentality
• Some of our most recent recognitions include: named in the renowned RegTech100 list for 2025, listed in the Top 100 Fasted Growing Tech Companies by Northern Tech Awards 2024 as well as being named Technology Provider of the Year by Corporate Finance Awards 2024
• We have been Great Place To Work Certified since 2022
• There are excellent progression opportunities due to our growth and you will have personal development goals, regular feedback and support
• We are a diverse and inclusive team committed to promoting Diversity & Inclusion and Social Responsibility. Through our DE&I group, charitable initiatives and support for local schools, we actively foster a positive Impact on our community

Company Benefits

Our comprehensive benefit package includes:

• 25 days holiday rising to 30 with each year of service
• Private Medical Insurance covering dental and optical
• Company pension scheme
• Life Assurance – 4x your annual salary
• 1 day paid volunteering per year
• Enhanced maternity / paternity offerings
• Employee Assistance Programme
• Cycle to work scheme
• On site gym