We are recruiting for a Customer Success Executive with previous client focused and data insights focused experience.
This is a hybrid role split 67%/33% between delivering strategic insight and managing client relationships, with the aim to grow into the Insights role full-time over the next 1-2 years. You will translate data into clear, actionable strategies that drive impact and be a key contact for clients throughout your journey with the company.
What’s in it for you?
· Salary: £35k-£40k depending on experience
· Hours: Mon-Fri 9am-5.30pm, first 6 months is office based, then hybrid working on offer
· 25 + 8 Bank Holidays
· Potential for annual bonus based on company performance
· Fantastic progression opportunities
· Flexible and relaxed environment
Key Responsibilities:
Insights & Consulting
· Data Analysis & Storytelling – Interpret survey data, identify key themes, and present insights that enable leaders to take action.
· Executive Presentations – Deliver high-quality insights reports and strategic recommendations to senior leadership teams.
· Engagement Strategy Development – Support clients in shaping engagement strategies based on maturity models and best practices.
· Survey Design & Question Development – Support clients in crafting meaningful survey questions that align with their engagement goals.
· Client Roadmaps & Strategy Discussions – Contribute to annual Engagement Maturity Model (EMM) strategy discussions to drive long-term client success.
· Benchmarking & Recommendations – Provide insights into how clients compare against industry benchmarks and make strategic recommendations.
· Manager Activation Sessions – Facilitate virtual workshops and coaching sessions to help leaders act on engagement insights effectively.
· Content Creation – Develop articles, reports, and thought leadership pieces on employee engagement trends and best practices.
· Public Speaking & Events – Represent at conferences, webinars, and roundtables, sharing insights and success stories.
· Client Retention & Upsell – Monitor account health, support renewals, and identify opportunities for product or service expansion.
· Stakeholder Communication – Act as a contact for clients, working alongside the CEO, Insights, and Customer Success teams.
Customer Success
· Client Onboarding – Lead new clients through onboarding, ensuring smooth implementation and strong initial engagement with the platform.
· Relationship Management – Act as the primary point of contact, building trusted relationships with HR leaders and key stakeholders.
· Project Coordination – Manage the end-to-end lifecycle of client surveys and projects, coordinating timelines and internal resources.
· Platform Support & Enablement – Train users, provide ongoing support, and promote adoption of platform features to drive value.
What the employer is looking for:
· 3-5 years’ experience in a similar role
· University graduate (2:2 or above) in Business, HR, Psychology, or a related field.
· Excellent communication and presentation skills – comfortable delivering insights to C-suite and senior leaders
· Proven experience managing client relationships, projects, or accounts in a B2B environment.
· Strong data analysis and storytelling skills – ability to turn numbers into actionable insights.
· Exceptional attention to detail, with the ability to manage and prioritise multiple data-heavy tasks simultaneously.
· Proficient in Excel, Word, and PowerPoint, with experience in data visualisation tools being a plus.