Customer Success Manager

Personal Group; Milton Keynes; On-site; GBP 42,000 - 50,000; Full time

Benefits offered by this job

Holiday allowance

Private medical insurance

Travel insurance

Parental leave enhancement

Online GP

Job summary

Personal Group in Milton Keynes is seeking a Customer Success Manager to own a portfolio of valued clients and drive retention, adoption, and revenue growth within our employee benefits platform. You will build strong relationships with key stakeholders, deliver quarterly business reviews, spot upsell opportunities, and coordinate cross-functional teams to ensure exceptional outcomes for customers.

The role is a fixed-term contract (3 months) with a salary between 42,000 and 50,000 GBP,

Qualifications

• Proven experience in Customer Success, Account Management, or Client Relationship Management (CRM).
• Strong track record of growing existing accounts and achieving commercial targets.
• Excellent communication, influencin g, and negotiation skills.

Responsibilities

• Build strong, lasting relationships with key client stakeholders.
• Drive customer retention and identify upselling and cross-selling opportunities.
• Deliver engaging Quarterly Business Reviews and strategic account plans.
• Lead client presentations, proposals, and growth discussions.
• Increase adoption and engagement across the Hapi platform.
• Manage projects and coordinate cross-functional teams to deliver exceptional customer outcomes.
• Act as the face of the business for your client portfolio.

Skills

Customer Success

Account Management

Client Relationship Management

Negotiation Skills

Communication Skills

Job description

Job Title: Customer Success Manager

Location: Milton Keynes

Salary:42,000 - 50,000 depending on experience

Contract Type:Fixed Term contract - 3 months

Build Relationships. Drive Growth. Create Impact.

Are you passionate about helping customers succeed while spotting opportunities to grow and strengthen partnerships? We're looking for a commercially minded Customer Success Manager to join our team and take ownership of a portfolio of valued clients.

This is an exciting opportunity to become a trusted advisor, driving customer engagement, retention, and revenue growth while helping organisations maximise the value of their employee benefits solutions.

What You'll Do

• Build strong, lasting relationships with key client stakeholders.
• Drive customer retention and identify upselling and cross-selling opportunities.
• Deliver engaging Quarterly Business Reviews and strategic account plans.
• Lead client presentations, proposals, and growth discussions.
• Increase adoption and engagement across the Hapi platform.
• Manage projects and coordinate cross-functional teams to deliver exceptional customer outcomes.
• Act as the face of the business for your client portfolio.

What We're Looking For

• Proven experience in Customer Success, Account Management, or Client Relationship Management.
• Strong track record of growing existing accounts and achieving commercial targets.
• Excellent communication, influencin g, and negotiation skills.
• Commercially focused with strong business acumen.
• Highly organised, resilient, and able to thrive in a fast-paced environment.
• Experience within Employee Benefits or SaaS is advantageous.

So, what’s in it for you?

• Minimum of 25 day holiday rising with service and option to purchase more
• Private medical insurance and practical health plan
• Free travel insurance
• Enhance maternity and paternity leave
• Online GP

These are just some of the many perks that we offer! To view the extensive range of benefits we offer, please visit our careers page - https://personalgroup.teamtailor.com/

Do you live our values?

Passion

Bringing energy and enthusiasm to your work every day. We value people who are motivated, engaged, and excited to make a difference.

Pace

We move with purpose, staying focused and efficient to get things done while maintaining high standards. We value action and smart decision-making to drive progress.

Professionalism

It’s not just about what we do, but how we do it. We approach every task with integrity, respect, and a commitment to delivering our best work.

Diversity, Inclusion & Flexibility

Personal Group is proud to be an inclusive employer and welcomes applications from people of all backgrounds and experiences. We support flexible working where possible, with core hours typically between 10:00-16:00 and remaining hours worked to suit individual needs.

We are committed to making adjustments and providing accommodations throughout the recruitment process and employment, ensuring those with caring responsibilities, disabilities, or health conditions are fully supported. If you require any adjustments, please contact our Recruitment Team, we’re here to help.

About us

At Personal Group, we are a leading UK provider of employee benefits and health insurance. Since the 1980s, we have been on a mission to revolutionise insurance and employee benefits, and while our business has evolved over the past four decades, our commitment to supporting people and businesses has remained constant.

Today, we are focused on improving employee health, wellbeing and engagement, working towards our vision of being “the champion of affordable benefits, keeping businesses and their employees happy, healthy and protected.” Our culture is shaped by our core values of Pace, Passion and Professionalism, which guide how we work together, support our customers and deliver when it matters most.

Could You Be Our Next Great Hire?