A rare gem of a job for an excellent relationship builder and communicator, who is commercially astute and able to prioritise and manage several clients at once. If you’re driven, passionate and enjoy delighting clients, then this is an opportunity to make a meaningful impact on the lives of thousands of people!
You will be joining an innovative team who have developed a leading financial wellbeing platform; combining financial education and technology to empower people to understand their finances and feel the benefits.
To be considered you will have eight plus years' experience in B2B Client Management/Client Success and an applied knowledge of the wellbeing (ideally financial), reward and benefits market. Hands-on experience with different CRM/Client Success platforms is essential as is experience of consulting on reward and wellbeing strategies. You will be an expert in personal finance and workplace financial benefits i.e. pensions.
You will own your portfolio of Enterprise clients, overseeing and increasing the adoption, engagement, and retention with your client base; to demonstrate ROI and ensure outstanding levels of client satisfaction. It would be highly advantageous if you have prior experience of working with Enterprise Businesses. You will be consulting with your clients to understand their business and their wellbeing strategy and making sure goals are being delivered.
You will act as the expert on platform features and functionality; comfortably delivering training demonstrations whilst working with the Product and Support teams to deliver and act on valuable insights and feedback from end-users.
This is a fast-paced, exciting and varied role within an innovative company with a vibrant culture. It is the perfect senior-career level role to supercharge your career in Client Success.
For a full Job Profile about this role, to apply, or for a formal/informal discussion please contact me.