Customer Success Executive

Sammons Recruitment Ltd; Farnham; On-site; GBP 25,000 - 38,000; Full time

Benefits offered by this job

22 days holiday

Employee Assistance Programme

Cycle to Work Scheme

Team events

Training & mentoring

Uncapped commission

Career progression

Office dog Otis

Job summary

Sammons Recruitment Ltd in Farnham is seeking a proactive customer success professional to manage relationships with clients and candidates alike. You’ll work across sales, support and product teams to ensure tailored solutions, training, and ongoing engagement that drive success and retention.

We value relationship-building, communication, and a positive, learning attitude in a busy recruitment environment. This role offers training, mentoring and clear progression within the business.

Qualifications

• Proven experience in customer success or account management roles within the financial services industry or related sectors.
• Familiarity with Salesforce or similar CRM platforms for managing customer relationships effectively.
• Strong communication skills with the ability to convey complex information clearly and persuasively.
• Analytical skills to interpret data insights, identify trends, and develop actionable strategies.
• Knowledge of financial services products, processes, or compliance standards is highly desirable.
• Demonstrated ability to build rapport with diverse clients and internal teams.
• Bachelor's degree in Business Administration, Finance, Communications, or a related field is preferred.

Responsibilities

• Collaborate with sales, technical support, and product teams to ensure clients receive tailored solutions aligned with their needs.
• Provide training sessions or webinars to educate clients on new features or updates that enhance their experience.
• Gather feedback from clients to inform product development and service enhancements.
• Develop strategies for increasing customer retention rates through proactive engagement initiatives.
• Maintain detailed documentation of client interactions, issues resolved, and follow-up actions taken.

Skills

Customer success

Account management

Sales

Communication

Relationship building

Education

Bachelor’s degree (Business / Finance / Communications)

Tools

Salesforce

Job description

Do you enjoy helping people, building relationships and delivering excellent customer service? Are you looking for a rewarding career where every day is different and your hard work is recognised? If so, we'd love to hear from you.

Sammons Recruitment Group is an established, family‑owned recruitment business with over 69 years of experience connecting great people with great opportunities. With offices across the South East, we're proud of the long‑term relationships we've built with both our clients and candidates.

As our Farnham office continues to grow, we are looking for a friendly, motivated and ambitious individual to join our team. Whether you've worked in customer service, retail, hospitality, sales or administration, we will provide all the training and support you need to build a successful career in recruitment.

What's in it for you?

• 22 days holiday plus Bank Holidays, increasing with length of service
• Employee Assistance Programme
• Cycle to Work Scheme
• Christmas and Summer team events
• Comprehensive training and ongoing mentoring
• Uncapped commission scheme
• Clear career progression opportunities within the business
• A friendly and supportive team environment
• Modern office in the heart of Farnham with excellent transport links
• Plus, if you're an animal lover, you'll get to work alongside our friendly office dog, Otis the Golden Retriever!

What You’ll Be Doing

This is a people-focused role where you'll be helping both candidates and local businesses.

Your day-to-day responsibilities will include:

• Delivering an excellent customer experience to candidates and clients.
• Building strong relationships and becoming a trusted point of contact.
• Speaking with candidates to understand their skills, experience and career goals.
• Matching candidates with suitable job opportunities.
• Writing engaging job adverts and promoting vacancies across job boards and social media.
• Searching for candidates using job boards, LinkedIn and our database.
• Arranging interviews and supporting candidates throughout the recruitment process.
• Keeping candidate and client records accurate and up to date.
• Learning how to build relationships with local businesses and identify new opportunities.
• Working alongside experienced consultants while developing your own client and candidate network.
• Working towards individual and team targets with plenty of coaching and support.

As part of our small, friendly team, you'll gain experience across every aspect of recruitment, giving you the opportunity to learn quickly and develop your career.

About You

We're looking for someone who:

• Loves working with people and building relationships.
• Has excellent customer service skills.
• Enjoys talking to people both over the phone and face to face.
• Has a positive attitude and is eager to learn.
• Is organised and able to manage multiple tasks.
• Enjoys working in a busy environment.
• Is motivated by achieving goals and delivering great results.
• Has good IT skills and is confident learning new systems.

Previous recruitment experience isn't required. Experience in customer service, retail, hospitality, sales, administration or another customer-facing role would be an advantage, but your attitude, enthusiasm and willingness to learn are what matter most.

Why Recruitment?

Recruitment is a rewarding career where you can genuinely change people's lives by helping them find the right job while supporting local businesses to grow. No two days are the same, and you'll develop valuable skills in communication, relationship building, negotiation, sales and customer service.

If you're looking for a career where your effort is recognised, your earning potential is uncapped and there are genuine online opportunities to progress.

• Collaborate with sales, technical support, and product teams to ensure clients receive tailored solutions aligned with their needs.
• Provide training sessions or webinars to educate clients on new features or updates that enhance their experience.
• Gather feedback from clients to inform product development and service enhancements.
• Develop strategies for increasing customer retention rates through proactive engagement initiatives.
• Maintain detailed documentation of client interactions, issues resolved, and follow-up actions taken.

Experience

• Proven experience in customer success or account management roles within the financial services industry or related sectors.
• Familiarity with Salesforce or similar CRM platforms for managing customer relationships effectively.
• Strong communication skills with the ability to convey complex information clearly and persuasively.
• Analytical skills to interpret data insights, identify trends, and develop actionable strategies.
• Knowledge of financial services products, processes, or compliance standards is highly desirable.
• Demonstrated ability to build rapport with diverse clients and internal teams.
• Bachelor's degree in Business Administration, Finance, Communications, or a related field is preferred.

If you are passionate about delivering outstanding customer experiences and thrive in a fast‑paced environment dedicated to client success, we encourage you to apply today. Join us in making a meaningful impact by fostering strong relationships that drive mutual growth.

If you know someone suitable for this role, share the word and through our referral scheme receive up to £250! for full details on all Permanent, Temporary and Contract career opportunities we are actively seeking candidates for. Recruiting on the basis of Talent, we are committed to supporting and promoting diversity in the workplace and consider all applications. Any salary advertised is for search purposes only. If you have not heard from us within 7 days you will have not been successful on this occasion, however, we would welcome your application for alternative vacancies