Part-Time Customer Success Executive - Onboarding & Accounts

BCS, The Chartered Institute for IT

Swindon

On-site

GBP 16,000 - 20,000

Part time

4 hours ago
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Job summary

BCS, The Chartered Institute for IT in Swindon is seeking a Customer Success Executive on a part-time basis (£18,000 per annum). The role focuses on onboarding, ongoing client success, and day-to-day relationship management for allocated accounts.

This is an opportunity to shape service delivery from mobilisation through steady state. The postholder will be the primary operational contact, coordinating onboarding, configuration, reports and renewals while maintaining high standards of

Responsibilities

  • Act as the primary point of contact for day-to-day operational queries during onboarding and mobilisation.
  • Lead the mobilisation of new or materially changing accounts once a deal is signed, including new-client assessment process set-up and initial system configuration.
  • Own end-to-end RoleModel+ implementation for new and materially changing accounts - configuring client-specific role profiles, competency frameworks and assessment pathways, and setting up user accounts and access permissions ahead of go-live.
  • Coordinate the fulfilment of onboarding commitments - including membership enrolments, platform access, assessments, consultant scheduling, implementation plan coordination and reporting.
  • Maintain internal handover documentation and standards as accounts move from mobilisation into steady state.
  • Proactively update clients on mobilisation progress, timelines and any risks or delays, so they always know where things stand.
  • Act as the primary point of contact for day-to-day operational queries once an account reaches steady state.
  • Support Regional Directors and New Business Sales with onboarding, renewal and expansion processes, ensuring client data, contracts and entitlements are accurately configured.
  • Coordinate the fulfilment of ongoing service commitments, including membership enrolments, platform access, assessments, consultant scheduling and reporting.
  • Prepare and issue service usage reports, dashboards and summaries for clients and internal stakeholders.
  • Process orders, contract administration and renewals, including quotes, purchase orders, invoicing and contract variations.
  • Liaise with internal teams to ensure timely and accurate onboarding and service delivery.
  • Monitor SLAs and service performance metrics across both mobilisation and steady-state accounts, escalating risks or delays where necessary.
  • Maintain accurate and up-to-date client records throughout the client relationship to support visibility and continuity across teams.
  • Maintain and improve standardised self-service onboarding resources, workflows, documentation and templates made available to all new customers.
  • Provide first-line intake and triage for escalations, complaints and quality/audit queries.
  • Support continuous improvement of Client Success workflows, documentation and templates, and contribute to automation and standardisation initiatives across Operations.
  • Provide operational insight, mobilisation status updates and client usage data to support Regional Directors and New Business Sales during handover, account reviews, renewals and expansion opportunities.
  • Support product implementation for new, materially changing and existing accounts by providing service delivery detail, implementation plans, timelines and reporting agreed at the point of sale or renewal.
  • Act as the bridge between Regional Directors/New Business Sales and the rest of Operations, ensuring commitments made during the sales process, at renewal or at expansion are delivered effectively.
  • Lead onboarding and mobilisation review meetings, and scheduled service calls and quarterly/monthly reviews once steady state is reached, following up on agreed actions in both cases.
  • Collect and log client feedback throughout the relationship for analysis and service improvement.
  • Maintain strong knowledge of all products to provide informed and accurate client support throughout the relationship.
  • Proactively keep clients informed of relevant service updates, risks or changes, rather than waiting to be asked, so they always feel well looked-after.
  • Represent BCS's professional standards and reputation in every client interaction, recognising that the quality of the relationship shapes the client's confidence in BCS as a whole.

Job description

BCS, The Chartered Institute for IT in Swindon is seeking a Customer Success Executive on a part-time basis (£18,000 per annum). The role focuses on onboarding, ongoing client success, and day-to-day relationship management for allocated accounts.

This is an opportunity to shape service delivery from mobilisation through steady state. The postholder will be the primary operational contact, coordinating onboarding, configuration, reports and renewals while maintaining high standards of

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