Customer Success Executive

We are recruiting on behalf of our client, a leading Marketing Agency with expertise in the online trading, fintech and financial services industries, a talented Customer Success Executive.

Main Responsibilities

• Client Relationship Management
  Build and manage client relationships independently, ensuring strong engagement, satisfaction and long-term retention.

• Behaviour & Market Analysis
  Analyse client behaviour and industry trends to identify opportunities for improving services and enhancing the client experience.

• Cross-Team Collaboration
  Work closely with marketing, product and support teams to address client needs and deliver integrated solutions.

• CRM & Data Management
  Maintain accurate and up-to-date client records in CRM systems, supporting data-driven decision-making and personalized outreach.

• Onboarding & Compliance
  Oversee the onboarding of new clients, ensuring a smooth experience and full compliance with regulatory requirements.
  
• Targeted Communication & Campaigns
  Develop and implement strategic communication and marketing campaigns tailored to different client segments.

• Lifecycle Monitoring & Reporting
  Monitor client lifecycle metrics and provide detailed reporting and strategic insights to improve engagement and retention.

• Industry Awareness & Strategy Adaptation
  Stay informed on developments in financial services, fintech, crypto, and payments to adapt continuously and optimize customer success strategies.

• Bachelor’s degree in Business, Sales, Marketing, or a related field.
  
• 3–5 years’ experience in customer success, sales, or account management, preferably in fintech.
  
•  Proficient in CRM tools. 
  
•  Comfortable with client data analysis and reporting dashboards.
  
• Strong understanding of sales processes, client lifecycle and retention strategies.
  
•  Familiar with compliance standards in regulated industries (a plus).
  
•  Tech-savvy and quick to learn new platforms and tools.
  

Personal Attributes

• Excellent communication and negotiation skills.
  
• Works well in a team and collaborates effectively across departments.
  
• Strong relationship builder with a client-first mindset.
  
• Analytical and solutions-oriented, with attention to detail.
  
• Proactive, self-motivated, and results-driven.
  
• Adaptable, collaborative, and thrives in a fast-paced environment.
  
• Business-aware and focused on supporting client goals.

• Competitive Compensation Package
• Annual Discretionary Bonus based on performance
• Health and Dental Coverage for Well-being
• 21 days Annual Leave 
• 5 paid sick leave days
• Flexible Working Hours
• Hybrid work model 
• Long Weekend Leave
• Maternity/Paternity Top Up allowance 
• Complementary Lunch at the office 
• Laptop