Customer Success Associate

TieTalent; Bath; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A client-focused consultancy is looking for a proactive Senior Customer Success Associate for a 12-month contract based in both London and Bath. This role involves leading client onboarding and ensuring strong relationships to drive long-term value. Exceptional communication and analytical skills are essential, along with experience in financial or insurance sectors. The position offers hybrid working arrangements and emphasizes a data-driven approach to client success.

Qualifications

• Experience onboarding or supporting clients within financial or insurance services.
• Strong analytical skills and comfort working with data-driven tools and insights.
• Exceptional communication and interpersonal skills across various formats.

Responsibilities

• Lead onboarding for new clients, ensuring a smooth introduction to products.
• Build trusted relationships with clients for early adoption and value realization.
• Maintain accurate client information in internal systems and interpret usage data.

Skills

Client onboarding experience

Analytical skills

Communication skills

Organisational skills

Problem-solving skills

Tools

Salesforce

Job description

About

Senior Customer Success Associate - Contract - London / Bath

• 12 month contract
• £260 day rate
• Inside IR35
• Hybrid working in London or Bath

We're looking for a proactive and client-focused Senior Customer Success Associate to join a high-performing team for a 12-month contract.

This role is key to ensuring that clients in the banking, asset management, and insurance sectors receive exceptional support, starting from their very first interaction.

You will play a vital role in onboarding new clients, helping them integrate and adopt platform tools and services with confidence. Your efforts will ensure long-term engagement and satisfaction by guiding users through a seamless onboarding process and driving continuous value throughout the client lifecycle.

What You'll Do

• Lead onboarding for new clients, ensuring a smooth and engaging introduction to products and services
• Build trusted relationships with clients, focusing on early adoption and long-term value realization
• Provide tailored support to help clients optimize their use of data platforms and subscription services
• Serve as a key point of contact for troubleshooting, training, and engagement
• Develop and deliver onboarding materials, user guides, and training sessions
• Maintain accurate client information in internal systems (e.g., Salesforce) and interpret usage data
• Produce actionable insights from client feedback and usage trends to support internal teams
• Contribute to client retention and account growth with a consultative, soft-sales approach

What You'll Bring

• Experience onboarding or supporting clients within financial or insurance services
• Strong analytical skills and comfort working with data-driven tools and insights
• Exceptional communication and interpersonal skills across formats - calls, screen shares, and in-person sessions
• Excellent organisation and problem-solving skills, with the ability to manage competing priorities

This is a hands-on role within a collaborative Customer Success team. It's ideal for someone who enjoys building strong client relationships, has a passion for data, and takes pride in delivering a best-in-class onboarding experience.

Bright Purple is an equal opportunities employer: we are proud to work with clients who share our values of diversity and inclusion in our industry.