Customer Success Executive (12 Month FTC)

SquaredUp; Maidenhead; On-site; GBP 30,000 - 46,000; Full time

Benefits offered by this job

Private medical care

Generous holiday allowance

Learning and Development

Company pension

Wellness perks

Home set-up environment

Charity and volunteering support

Gathering together

Job summary

SquaredUp is seeking a Customer Success Executive in Maidenhead to support the Customer Success Manager in driving retention and growth across our customer base. You’ll help manage renewal preparation and tracking, and identify upsell opportunities as customers expand their usage of the platform.

You will own onboarding and ongoing check-ins for a subset of customers, follow up after events to maintain engagement, and collaborate with Technical Account Managers.

Qualifications

• Proactive approach and ability to take ownership of tasks
• Strong customer service skills and empathy
• Strong organisation and attention to detail
• Collaboration skills - communicating with multiple teams on behalf of customers
• Good communication skills
• Confident adopting new tools and systems, including Salesforce
• Experience handling admin or process-driven tasks
• Exposure to SaaS applications and/or CRM systems

Responsibilities

• Support CS Manager in driving retention and growth across the customer base
• Manage renewal preparation and tracking, identify upsell opportunities
• Coordinate renewal paperwork and monitor account health
• Issue customer licenses
• Follow up with customers throughout renewals to ensure timely completion
• Proactively reach out to at-risk customers to support retention
• Support Technical Account Managers with customer check-in emails
• Own onboarding and ongoing check-ins for a subset of customers
• Follow up with customers after events to maintain engagement and capture feedback

Skills

Proactive

Customer service

Organization

Attention to detail

Collaboration

Communication

Salesforce

CRM systems

Tools

Salesforce

CRM systems

Job description

• As a Customer Success Executive, you’ll support the Customer Success Manager in driving retention and growth across our customer base. You’ll help manage key day-to-day activities, including renewal preparation and tracking, and identifying upsell opportunities as customers grow their usage of SquaredUp
• You’ll work closely with the Customer Success Manager to ensure customers receive the best value from the platform; coordinating renewal paperwork, monitoring account health, and flagging risks or expansion signals early
• Manage the renewals and sales inboxes
• Issue customer licenses
• Follow up with customers throughout the renewals process to ensure timely completion
• Proactively reach out to at-risk customers to support retention
• Support Technical Account Managers with customer check-in emails
• Own onboarding and ongoing check-ins for a subset of our customer base
• Follow up with customers after events to maintain engagement and capture feedback

Benefits

• Private medical care: Wherever you are in the world, we want you to have access to great, private medical care
• Generous holiday allowance: Rest is essential for great work so we offer generous annual leave to help you get the right balance in life. We also offer the option to take additional unpaid leave
• Learning and Developmnet: We love learning and want all of our people to continually develop. Everyone gets access to L&D opportunities, including on-demand learning resources
• Company pension: We want to make sure you’re set up for life after work so we contribute generously toward your pension.
• Wellness perks: Our dedicated wellbeing team is available to support you. We want you to thrive so we offer country-specific wellness perks
• Home set-up environment: We want you to be equipped to do your best work from where you are, so we provide you with an allowance to create the right set up for you
• Charity and volunteering support: Giving back to our communities is super important. So we have a fundraising match scheme and offer paid volunteering days
• Gathering together: We believe it’s important to meet in person on occasion. So, we offer opportunities to gather at the nearest hub and at key events

• Proactive approach and ability to take ownership of tasks
• Strong customer service skills and empathy
• Strong organisation and attention to detail
• Collaboration skills - communicating with multiple teams on behalf of customers
• Good communication skills
• Confident adopting new tools and systems, including Salesforce
• Experience handling admin or process-driven tasks
• Exposure to SaaS applications and/or CRM systems