Job Title:
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Customer Success Executive
Location:
Hybrid between Croydon office and Home Working
Salary:
Competitive depending on experience and hours
Job Type:
Permanent, Full/Part Time
Hours:
Minimum 25 up to 37.5 hours per week
About us:
For over three decades, Mortgage Brain has been at the forefront of mortgage technology in the UK, committed to addressing the complexities faced by mortgage intermediaries and lenders. Our vision is to reimagine mortgage distribution, bringing about a dynamic shift that unites all key stakeholders, giving borrowers certainty earlier in their search for a mortgage. Serving over 15,000 daily intermediary users, we're steered by our values of working 'better together', with focus on 'driving change' and always to 'do the right thing'. Our robust offering includes an integrated suite of software sourcing solutions, submissions and CRM. And we're backed by some of the largest lenders, Barclays, Lloyds Bank, Nationwide Building Society, NatWest Group, and Santander.
About the role:
Reporting directly to the Team Leader Customer Success the Customer Success Administrator will be integral in providing support the sales and marketing team with the on-boarding and migration of customers onto the latest versions of Mortgage Brains technology suite.
On a day-to-day basis you will be engaging with members of the sales team and supporting the setting up of customer accounts and system configurations as well as helping our customers direct their queries to the right team or via the right channels.
This is an exciting new role for the business following the huge success of the launch of our new suite of solutions.
We're open to flexibility in terms of weekly working hours, we require a minimum of 25 hours a week, perfect for someone looking to part-time employment. The ideal candidate will be able to work at least 25 hours a week, but we will consider applications up to fulltime (37.5 hours), Monday to Friday.
Key Responsibilities:
Creating customer accounts within internal licence administration systems
Managing migration tickets and communication to the account managers
Setting up the customers systems ensuing that they are configured to their individual business needs
Regular communication with customers via email or telephone to update them on progress of migration of data and account set up
Updating internal systems with customer details
Completing companywide training
Attending internal meetings and as required external meetings
To be informed of and adhere to all Company policies, including but not limited to, HR procedures, Information Security responsibilities and understanding your role in ensuring the standards outlined in the policies are maintained throughout your employment
About you:
Good communicator, confident in virtual and written interactions
Great attention to detail with excellent organisational skills
Good IT knowledge of Microsoft Outlook, Microsoft Teams, Excel, and Word
Understanding of Microsoft dynamics desirable but not essential
Understanding of the role of a mortgage broker desirable but not essential
Previous experience working in a customer support or administration role essential
A flexible and adaptable approach able to adjust to changing priorities
Proactive, able to work independently and as part of a team
High integrity and team spirit, proactively engaging with others and offering support when required
Eager to learn and problem solve - be curious!
Benefits:
Flexibility
Flexible hybrid working - split your time between the office and home working
Buy holiday scheme - flexible holidays that fit your lifestyle
Summer Fridays - start your weekend early during summer months with our new trial initiative
Remuneration
Competitive salary- we value our workforce
Company pension scheme
Life assurance scheme - if the worst happens, you're covered
Health & Wellbeing
Employee Wellbeing Programme- a range of initiatives to support colleagues
Employee Assistance Programme - help for you and your family with a range of personal and work-related concerns
Cycle to work scheme- cycle to work and have the chance to buy a bike up the value of £1,000 on a salary sacrifice basis
Every day benefits
Further your career - with on-the-job learning and knowledge sharing
Work hard, play hard - we enjoy regular social activities
Please click the
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Candidates with relevant experience and job titles of; Customer Services Executive, Customer Service Representative, Client Service, Customer Service Executive, Key Account Executive, Client Support, Account Manager, Product Specialist, Experienced Account Manager, Customer Services Administrator, Sales Support, Office Administrator, BDM, Account Management may also be considered for this role.
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