Customer Success Executive

With Intelligence; London; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

A leading company in asset management, With Intelligence, is seeking a Customer Success professional to enhance client engagement and satisfaction through their innovative CRM product, Foliometrics. This role offers the chance to work closely with important clients in the investment landscape, ensuring they maximize the value of the service provided while contributing to business growth. The ideal candidate will have a solid background in client-facing roles within technology-driven industries and possess exceptional communication skills.

Benefits

24 days annual leave rising to 29 days

Enhanced parental leave

Health Cash Plans

Wellness Days

Flexible Fridays

Birthday day off

Employee assistance programme

Travel loan scheme

Charity days

Breakfast provided

Social events throughout the year

Qualifications

• Experience in customer success, account management, or sales support in a SaaS, Fintech, or CRM context.
• Strong verbal and written communication skills.
• Tech-savvy and able to learn product features quickly.

Responsibilities

• Engage directly with clients to ensure high retention and satisfaction.
• Onboard new customers and set them up for success from day one.
• Provide impactful, technical demonstrations of the product.

Skills

Communication

Client Engagement

Technical Knowledge

Commercial Awareness

Job description

Our Customer Success team are an important segment of the Sales team at With Intelligence. Working alongside the Account Management and New Business function, the team is responsible for driving usage and adoption, engaging with clients, and improving the health of accounts to ensure success for the customer, and ultimately retain and grow their business.

This is an exciting opportunity to join as we expand the team covering our Foliometrics product. Foliometrics is our flagship CRM product designed specifically for the alternative asset management community. This role will be supporting a growing book of clients, providing the opportunity to own relationships with some of the biggest names in the investment landscape. The candidate should be passionate about customer engagement with excellent communication skills and appreciate how good data discipline underpins this, enabling the implementation of measurable tactics to achieve results. You will have a critical role in helping our clients get the maximum value from the product, while partnering with our sales team to deliver high-impact product demonstrations.

Responsibilities:

• Engaging directly with clients throughout the subscription term, building rapport and trust to ensure high retention and satisfaction

• Ensuring new customers are successfully onboarded and are setup for success from day one

• Providing impactful, technical client product demonstrations

• Act as a trusted advisor, assisting clients with any product related questions

• Helping to customise the service for specific client types

• Finding ways to meaningfully engage clients and ensure consistently strong product uptake

• Identifying any opportunities for upselling or cross-selling

• Reporting all feedback to Account Managers and in CRM systems to highlight risk and opportunity

• Strong verbal and written communication skills

• Experience in a client-facing role such as customer success, account management, or sales support — ideally in SaaS, Fintech, or CRM platforms.

• Energetic with an ability to connect quickly with people at all levels

• Professional, credible, confident, driven, and enthusiastic

• Ability to juggle multiple accounts at a time, while maintaining sharp attention to detail

• Commercially astute to be able to understand and impact business objectives

• Tech-savvy with the ability to quickly learn and demonstrate product features

• Ability to retain information (technical knowledge of industry, product and business operations procedures)

• 24 days annual leave rising to 29 days

• Enhanced parental leave
• Medicash (Health Cash Plans)
• Wellness Days
• Flexible Fridays (Opportunity to finish early)
• Birthday day off
• Employee assistance programme
• Travel loan scheme
• Charity days
• Breakfast provided
• Social events throughout the year
• Hybrid Working

Our Company:

With Intelligence is based at One London Wall, London EC2Y 5EA. We offer amazing benefits, free breakfast daily and drinks provided all day, every day. We actively encourage social networks that oversee activities from sports, book reading to rock climbing, that you are free to join.

As part of our company, you will enjoy the benefits of an open plan office and working with a social and energetic team. With Intelligence provides exclusive editorial, research, data and events for senior executives within the asset management industry. These include hedge funds, private credit, private equity, real estate and traditional asset management, and our editorial brands are seen as market leaders in providing asset manager sales and IR execs with the actionable information they require to help them raise and retain assets. To maintain and grow our position in the market we need to continue to hire highly motivated, thoughtful and to ensure our subscribers are getting the exclusive intelligence they need first, and most comprehensively, through our range of services. If you are interested so far in what you have read, please apply, we look forward to hearing from you.

We are an Equal Opportunity Employer. Our policy is not to discriminate against any applicant or employee based on actual or perceived race, age, sex or gender (including pregnancy), marital status, national origin, ancestry, citizenship status, mental or physical disability, religion, creed, colour, sexual orientation, gender identity or expression (including transgender status), veteran status, genetic information, or any other characteristic protected by applicable law.