Customer Success Executive

Our client is an award winning SaaS business based in Bristol, they are seeking a talented and dynamic individual to join the team as a Client Success Executive. This is your chance to work with a collaborative and innovative team, pushing the boundaries in their sector.

Your key responsibilities will include:

• Responding to client queries in a professional and timely manner
• Assisting with onboarding new users to the platform
• Monitoring client usage and engagement, and maintaining health scores
• Organising and supporting regular account review meetings
• Identifying and escalating any potential risks of client churn
• Keeping CRM records accurate and up to date
• Managing sales pipelines and tracking activity progress
• Creating and maintaining automation rules and email templates
• Generating and sharing regular sales performance reports
• Drafting and sending commercial and contribution agreements
• Managing shared inboxes and handling inbound enquiries
• Answering phone calls and managing general queries
• Providing cover for lead follow up during leave periods
• Updating spreadsheets to monitor renewals and churn
• Supporting the preparation of internal performance dashboards

What We’re Looking For:

• Experience in a Client Success, Account Management, or Sales Coordination role
• Strong organisational skills and excellent attention to detail
• Confident and clear communicator with a client first approach
• Comfortable working with data to inform reporting and decision making
• Proactive, reliable, and collaborative
• Familiarity with CRM tools such as Pipedrive, Salesforce or Hubspot
• Located in commutable distance to Bristol

What's on offer:

• Basic Salary between £30,000 - £40,000 with annual reviews
• Annual bonus scheme based on company performance
• 33 days’ holiday + birthday
• Private health + more!