Client Success Executive

Department: Customer Success

Employment Type: Permanent

Location: Morden, UK

Reporting To: Client Services Support Manager

Description

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.
  
  

What you’ll need to be successful

• 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.
  
  

What you'll get in return

• 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