Customer Success Specialist: Guiding Meaningful Decisions

Octopus Legacy; Greater London; On-site; GBP 30,000 - 45,000; Full time

Job summary

A fast-growing tech company in Greater London seeks a Customer Success Specialist to guide clients through significant decisions. The role demands empathy, resilience, and a strong customer-first approach. You will manage inquiries through various channels and provide clarity and support at every step of the client journey. The ideal candidate has experience in sales or customer service and is motivated to help customers find the right solutions. Join a team that values innovation and offers competitive benefits.

Benefits

27 days holiday + extra day for your Birthday

Work from anywhere for up to 4 weeks per year

Vitality Health & Life Insurance

Enhanced parental leave

Free Will & LPAs + discounts on services

Cycle to Work Scheme

Breakfast every day and wellness activities

Qualifications

• Compassionate communicator who builds trust easily.
• Experience in sales, customer service, estate planning or advisory roles.
• Resilient and adaptable in high-pressure situations.
• Organised and detail-oriented, managing multiple priorities.

Responsibilities

• Be the first point of contact for customers via phone, email, and chat.
• Lead consultations and help customers make informed decisions.
• Own the customer journey from initial enquiry to document delivery.
• Hit personal and team targets for engagement and customer satisfaction.

Skills

Compassionate communication

Sales experience

Problem-solving mindset

CRM tools proficiency

Job description

A fast-growing tech company in Greater London seeks a Customer Success Specialist to guide clients through significant decisions. The role demands empathy, resilience, and a strong customer-first approach. You will manage inquiries through various channels and provide clarity and support at every step of the client journey. The ideal candidate has experience in sales or customer service and is motivated to help customers find the right solutions. Join a team that values innovation and offers competitive benefits.