Customer Success Executive

Checkboard; Greater London; Hybrid; GBP 35,000 - 65,000; Full time

Job summary

Join a forward-thinking company revolutionizing secure transactions in regulated industries. As a Customer Success Analyst, you will bridge the gap between our innovative platform and our clients, ensuring they maximize the value from our services. This role offers an exciting opportunity to work in a dynamic environment where your analytical skills will directly impact client satisfaction and business growth. With a culture that empowers your voice and ideas, you will contribute to shaping the future of compliant and efficient client interactions. Embrace the chance to make a meaningful impact in a collaborative and inclusive setting.

Benefits

Share Options

Remote Work Flexibility

Team Socials

Inclusive Environment

Qualifications

• Strong analytical skills for data-driven insights.
• Experience in customer analytics and compliance workflows.

Responsibilities

• Monitor client usage and satisfaction across services.
• Analyze client feedback and product usage patterns.
• Support clients with data insights and compliance documentation.

Skills

Analytical Skills

Customer Analytics

Compliance Workflows (AML/KYC)

Job description

Join Checkboard: Powering Trusted Transactions in Regulated Industries

There’s something profound about life’s major milestones, buying a home, financing a car, or beginning a new business venture. At Checkboard, we’re reimagining how these moments are handled by regulated businesses. Whether it’s law firms, estate agents, or automotive dealerships, we ensure their client onboarding, data analysis, and payment workflows are fast, compliant, and effortless.

Our Mission:

We simplify onboarding, data intelligence, and payments for regulated businesses. By combining smart technology, verified data, and financial infrastructure, we help professionals make every customer interaction secure, compliant, and efficient.

Our Story:

Founded in 2019 by James Owusu, Checkboard is a venture-backed B2B2C platform serving over 100 businesses across law, property, and automotive. With teams in London, Spain, and South Africa, we’ve built a platform that powers client verification, anti-money laundering checks, source of funds analysis using open banking, electronic document signing, and seamless payments. We are proudly supported by investors like Startup Funding Club, Deepbridge Capital, and other entrepreneurial backers.

Why Join Checkboard?

• Customer-Centric Impact: You’ll help regulated firms offer faster, smarter, and more secure services to their clients, real-time, verified, and painless.

• Culture of Empowerment: We’re a startup for changemakers, where your ideas, feedback, and actions have visible impact.

• Flexible and Rewarding: Work remotely or from our offices, benefit from share options, and take part in team socials across borders.

• Inclusive at Heart: We foster an environment where every voice matters, diverse, equal, and collaborative.

Role: Customer Success Analyst

As a Customer Success Analyst, you’ll be a critical link between our data-driven platform and the regulated businesses we serve. You’ll ensure our clients derive maximum value from Checkboard’s onboarding, data, and payments ecosystem.

What You’ll Be Doing:

• Monitoring client usage and satisfaction across onboarding, compliance, and payment services

• Analysing client feedback, financial performance, and product usage patterns to inform growth

• Supporting clients with data insights and compliance documentation

• Building reports for internal stakeholders and client accounts

• Collaborating with sales, product, and support to deliver world-class onboarding and support

What You Bring:

• Strong analytical skills, quantitative and qualitative

• Experience with customer analytics

• Comfortable working in a fast-paced, regulated environment

• Familiarity with compliance workflows (e.g. AML/KYC) is a big plus

Ready to Make an Impact?

• At Checkboard, you’re not just supporting processes, you’re shaping the future of secure, compliant, and intelligent transactions. Come build it with us.