Customer Success Associate

1 Days Old

Senior Customer Success Associate - Contract - London / Bath

12 month contract

£260 day rate

Inside IR35

Hybrid working in London or Bath

We’re looking for a proactive and client-focused Senior Customer Success Associate to join a high-performing team for a 12-month contract.

This role is key to ensuring that clients in the banking, asset management, and insurance sectors receive exceptional support, starting from their very first interaction.

You’ll play a vital role in onboarding new clients, helping them integrate and adopt platform tools and services with confidence. Your efforts will ensure long-term engagement and satisfaction by guiding users through a seamless onboarding process and driving continuous value throughout the client lifecycle.

What you’ll do:

Lead onboarding for new clients, ensuring a smooth and engaging introduction to products and services

Build trusted relationships with clients, focusing on early adoption and long-term value realisation

Provide tailored support to help clients optimise their use of data platforms and subscription services

Serve as a key point of contact for troubleshooting, training, and engagement

Develop and deliver onboarding materials, user guides, and training sessions

Maintain accurate client information in internal systems (e.g. Salesforce) and interpret usage data

Produce actionable insights from client feedback and usage trends to support internal teams

Contribute to client retention and account growth with a consultative, soft-sales approach

What you’ll bring:

Experience onboarding or supporting clients within financial or insurance services

Strong analytical skills and comfort working with data-driven tools and insights

Exceptional communication and interpersonal skills across formats - calls, screen shares, and in-person sessions

Excellent organisation and problem-solving skills, with the ability to manage competing priorities

This is a hands-on role within a collaborative Customer Success team. It's ideal for someone who enjoys building strong client relationships, has a passion for data, and takes pride in delivering a best-in-class onboarding experience.

Bright Purple is an equal opportunities employer: we are proud to work with clients who share our values of diversity and inclusion in our industry.

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Location:: London, England, United Kingdom
Salary:: £100,000 - £125,000
Category:: Management & Operations