Customer Success Executive — Build Relationships & Growth

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

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.