Customer Success Executive

Customer Success Executive

£25K + Performance Related Bonus

Start date: Jan 2022

Working Hours: Full Time

Professional Leads, the UK’s leading digital marketing company for financial services and bookkeeping sectors is looking for a Customer Success Executive to join their team.

Working closely with the Sales Director & Customer Experience Operations Manager, you will be responsible for ensuring that the client base is provided with a high level of service, refining day-to-day operations with a high level of efficiency and helping to maintain growth. There is extensive scope for development within this role, as you will have exposure & contribution to strategy, planning, implementation and service delivery. We are therefore looking for someone who has excellent communication skills, both verbal and written.

You will build and maintain relationships with our clients, helping them to achieve maximum efficiencies from their marketing budget. You will take part in the initial on-boarding process, and also be an integral contact throughout all stages of the partnership. You will collate MI from clients in order to effectively monitor ROI and build on the results achieved.

A background in customer success/partner success and or sales is essential and a good knowledge of financial services would be beneficial but not essential.

If this sounds like something you would be interested in, please email your CV and covering letter to


  • On-boarding clients- setting up remote zoom meetings with all stakeholders

  • Providing clients with comprehensive support and documentation

  • Managing day to day diary of client appointments

  • Working closely with different departments to ensure client MI is available

  • Collating, recording and monitoring client MI and in turn ROI

  • Training clients on best practice as per company guidelines

  • Up-sell clients with the company range of services

  • Provide weekly/monthly reports to clients

  • Feedback on weekly/monthly reports to internal stakeholders

  • Continuous communications with clients


  • Excellent communications skills

  • Self organisation skills are a must

  • Strong analytical skills and experience with reporting and data analysis.

  • Ability to manage multiple clients at the same time in a fast-paced environment.

  • Experience in working with a CRM system is advantageous

  • An understanding of financial services is beneficial

  • Good Knowledge of Microsoft office/Google Docs

Do You Want…

  • Competitive Salary

  • Company and Individual Bonus Schemes

  • Competitive Holiday Entitlements

  • Extensive scope for promotion and career progression

  • Regularly scheduled social events

  • Excellent training and development opportunities

  • 3 Months paid gym membership

  • Holiday buy & sell scheme
  • Flexible Working Hours
  • Company Pension Scheme

Send us your CV

We are always on the lookout for brilliant new team players. If you believe you are brilliant, send your cv to

Drop us a line

We would love to hear from you. Use the form below or send us an email to and we’ll give you a call back.

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