Customer Success Executive

Customer Success Executive - £30-£32K - Based out of Manchester (office based)

About the Company

Our client is a dynamic business intelligence platform that helps companies drive revenue, reduce financial risks, and streamline compliance processes. Founded in 2012, they aim to become the UK’s leading provider of business data intelligence and analytics by 2025, specialising in growth prediction, global compliance risk, and insolvency.

Please only apply if:

• You can commute to Manchester/live in the local area of
• Can work out of the office 5 days per week
• Have experience in a similar customer success position
• Have experience in monitor customer health metrics and usage data to identify at-risk accounts and develop strategies to mitigate churn.
• Have experience of using Hub Spot/and or similar programs

Role Overview

As a Customer Success Executive, you will play a key role in ensuring client satisfaction and success. Reporting directly to the Head of Customer Experience, you’ll be the go-to contact for clients, providing exceptional support, proactive engagement, and training. Your contributions will be vital to achieving industry-leading retention rates and driving the company’s ambitious growth goals.

Key Responsibilities

Customer Onboarding

• Design and deliver effective onboarding programs to set clients up for success.
• Conduct in-depth sessions introducing new users to platform features and benefits.
• Create training resources such as webinars, tutorials, and user documentation.

Customer Engagement & Support

• Provide timely support via phone, email, and chat, logging service tickets in HubSpot.
• Proactively connect with clients to ensure they achieve their business objectives.
• Escalate and manage technical issues with internal and external teams.

Customer Training & Adoption

• Host advanced and refresher training sessions to deepen platform adoption.
• Implement strategies to promote full utilisation of platform capabilities.
• Launch campaigns to highlight new features and increase engagement.

Customer Success & Value Delivery

• Monitor customer health metrics and usage to identify and mitigate churn risks.
• Conduct business reviews to showcase client successes and discuss future goals.
• Advocate for customers, sharing insights to improve products and satisfaction.

Ad Hoc Duties

• Support Customer Success and Account Managers with additional tasks as needed.
• Build meaningful client relationships through tailored and attentive support.

Qualifications & Traits

Skills & Experience

• Strong written and verbal communication skills.
• Problem-solving skills with experience in cloud-based technologies.
• Empathy and a customer-centric mindset.
• Self-starter with creativity and initiative.
• Interest in company data (beneficial but not required).

Personal Traits

• Thrives in fast-paced, customer-focused settings.
• Embodies values of drive, collaboration, community, challenge, and trust.
• Demonstrates adaptability, curiosity, and ownership.
• Fosters an inclusive and diverse environment.

Why Join?

Be part of a forward-thinking company focused on innovation and client success. Help businesses thrive by delivering meaningful support and engagement, all while growing your own skills in a collaborative and ambitious environment.

To discuss further, please contact Claudia Armitage @ Morgan King Group