Client Success Executive
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Department: Customer Success
Employment Type: Permanent
Location: Morden, UK
Reporting To: Client Services Support Manager
Description
The Client Success Executive plays a vital role in delivering a best-in-class experience for both new and existing clients. This position is responsible for supporting the end-to-end client onboarding process and providing high-quality administrative support to field sales and operational teams, particularly in client and campaign planning activities.
This role is ideal for someone who is highly organised, detail-oriented, and quick-thinking, with a genuine passion for building strong client relationships and contributing to overall business success.
What that means day to day
- Build and nurture strong relationships with key corporate clients, ensuring they feel consistently supported, valued, and engaged.
- Proactively manage client accounts via phone and email, developing a deep understanding of their needs, organisational changes, and business priorities. Schedule regular check-in calls to maintain visibility and strengthen long-term relationships.
- Provide actionable client insights and data to Business Development Managers and Account Managers ahead of key meetings to support strategic planning and engagement.
- Act as the primary point of contact for client enquiries, delivering prompt and effective support before, during, and after campaign activity.
- Collaborate closely with Inside Sales, Business Development Managers, and Account Managers to ensure the smooth delivery of campaigns and a seamless client experience.
- Receive and process client data files, using Excel-based screening tools to clean and prepare data (training provided; prior experience not required).
- Deliver cleansed and accurate data files to relevant team members within established deadlines.
- Manage the setup and import of client campaign data into internal systems, initiating marketing communication workflows that support campaign success.
- Maintain a flexible and adaptable approach to workload management, coordinating closely with the Client Success Manager to prioritise tasks effectively.
- Develop a working knowledge of operational processes (comprehensive training provided).
- Work confidently both independently and as part of a collaborative, high-performing team.
Essential Experience:
- Previous experience in client success, customer service, account management, or a related client-facing role.
- Proficient in Microsoft Excel, with an intermediate level of understanding.
- A genuine passion for supporting client success and delivering exceptional service.
- Strong ability to build rapport and establish trust with clients.
- Competent in Microsoft Office applications, including Word, PowerPoint, and Outlook.
- Comfortable working with stakeholders to take briefs, provide updates, and incorporate feedback effectively.
- Clear and articulate communicator, both verbally and in writing.
- Numerate, with strong analytical thinking and problem-solving skills.
- High attention to detail and a commitment to quality in all tasks.
- Ability to remain focused and productive when managing detailed tasks in a fast-paced environment.
- A collaborative team player who contributes positively to team dynamics.
We have a hybrid workplace policy, where you will work from the office 3 days per week. We want you to be able to do your best work here. We emphasize providing many ways to support our team to do their best work and below are some of the perks and benefits we offer:
Personal Health & Wellbeing / Benefits
> Enhanced Parental Leave
>Generous annual leave
> Healthcare Plan
> Annual Giving Day – an extra day to give back to yourself or your community
> Cycle-to-work Scheme
Future Planning
>Pension scheme with employer contributions
> Life Assurance – 3X base salary
> Rewards Program – access to discounts and cashback
> LinkedIn Learning License for upskilling & development
Interested but don’t feel you meet all the requirements?
Our recruitment team assesses and reviews all applications against the role and business needs. We believe in people having transferable and soft skills and want you to know that we do consider where an individual might not meet all the criteria, but have the aptitude and capability, nonetheless. Our priority is to ensure we set people up for success. We will make a final call based on our determining whether we can offer the necessary support to upskill or provide the developmental support needed for you to get the best out of this opportunity with us!
Bring Your Whole Self To Work.
We are proudly an equal-opportunity employer. We are committed to ensuring that no candidate is discriminated against because of gender identity and expression, race, disability, ethnicity, sexual orientation, age, colour, region, creed, national origin, or sex. We are dedicated to growing a diverse team while continuing to create an inclusive environment where everyone feels safe and empowered to be themselves.
What you can expect if you apply:
- A response to your application within 15 working days
- An interview process consisting of:
- An initial discovery call with the recruiter
- A first stage interview via Microsoft Teams
- Additional interview (likely face to face) with the stakeholders you’ll be working with closely in the role
Seniority level
Seniority level
Entry level
Employment type
Employment type
Full-time
Job function
Job function
Business Development and SalesIndustries
IT Services and IT Consulting
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#J-18808-Ljbffr- Location:
- England, United Kingdom
- Salary:
- £60,000 - £80,000
- Job Type:
- FullTime
- Category:
- Management & Operations