Overview
Are you passionate about building strong relationships and helping customers get the very best out of the solutions they use? Do you thrive on guiding clients through their journey and ensuring they achieve long-term success? If so, we’d love to hear from you!
About the role:
As a Customer Success Executive, you’ll be a trusted advisor for our key customers, typically managing core (mid-market) accounts or specializing in flagship products. Your mission is to help clients get maximum value from our market-leading software in either Accountancy or HCM, supporting them at every step of the customer journey.
From onboarding and product training to adoption, retention, and beyond—you’ll be the bridge between our solutions and our customers’ success. You’ll collaborate closely with colleagues in Customer Success, Sales, Operations, and across the business, ensuring that our customers not only achieve their goals but also become enthusiastic advocates for our brand.
What you’ll be doing:
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Managing a portfolio of customers and acting as their primary point of contact
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Building trusted advisor relationships and guiding customers to achieve their goals
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Leading the onboarding process and ensuring customers achieve value quickly
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Driving adoption, satisfaction, renewals, and expansion opportunities
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Conducting regular check-ins, business reviews, and on/off-site meetings
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Acting as the “voice of the customer” internally to shape product and service improvements
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Maintaining a deep understanding of our products and advising on best practices
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Creating customer success plans, tracking customer health, and proactively addressing risks
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Partnering with teams across the business to deliver seamless customer experiences
What we’re looking for:
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Strong relationship-building and communication skills
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Proven experience in customer success, account management, or a client-facing role
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Ability to manage multiple customers and projects at once
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A proactive problem-solver with a customer-first mindset
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Comfortable engaging with senior stakeholders and driving value conversations
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Knowledge of SaaS, education technology, or school systems (advantageous but not essential)
Why join us?
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Be part of a company that’s transforming the Accountancy and HCM spaces with innovative solutions
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Work with passionate teams and supportive leadership
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Opportunities to develop your career within a growing Customer Success function
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Competitive salary, benefits, and performance-related incentives
Salary: Competitive + Commission
Location: Manchester
