Strategic Customer Success Executive

With Intelligence; Greater London; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A leading data and research company in asset management is seeking a Customer Success Executive to engage with clients and drive product adoption. You will build rapport with senior stakeholders and support their needs with tailored onboarding and training. The role requires strong communication skills, attention to detail, and a data-driven approach to manage complex accounts. Excellent benefits include enhanced vacation days, employee assistance programs, and a hybrid working model.

Benefits

Excellent commission structure

24 days annual leave rising to 29 days

Enhanced parental leave

Medicash (Health Cash Plans)

Wellness Days

Birthday day off

Employee assistance programme

Travel loan scheme

Charity days

Breakfast provided

Social events throughout the year

Qualifications

• Passionate about customer engagement with excellent communication skills.
• Experience in Financial services/Asset Management is a plus but not required.

Responsibilities

• Engage directly with clients throughout their subscription term.
• Build deep understanding of client workflows and success metrics.
• Provide tailored onboarding and training product demonstrations.
• Proactively drive product adoption using data and insights.
• Identify, explore and push through upsell/cross-sell opportunities.

Skills

Strong verbal and written communication skills

Ability to manage complex accounts

Confidence with presenting to groups

Data-driven approach

Commercially minded

Job description

A leading data and research company in asset management is seeking a Customer Success Executive to engage with clients and drive product adoption. You will build rapport with senior stakeholders and support their needs with tailored onboarding and training. The role requires strong communication skills, attention to detail, and a data-driven approach to manage complex accounts. Excellent benefits include enhanced vacation days, employee assistance programs, and a hybrid working model.