Are you a people type of person?
Do you have a track record of working within a Customer Success, Sales or Account Management type of role?
Are you curious and a solution-finder with great communication skills?
At Defaqto, we are on a mission to empower everyone to make smarter financial decisions, and we want you to be a part of our exciting journey to become the #1 provider in the UK. We are committed to excellence, not only in our people but also across our diverse portfolio of products.
Overview
Our Customer Success team plays a key role in the onboarding and ongoing BAU journey for our customers across the UK financial services sector.
To support our ambitious growth plans, we are looking for a Customer Success Executive to join the team. You will drive the adoption and promotion of Defaqto’s software and ratings, primarily supporting the Customer Success Manager and working closely with the Sales Team to ensure customer satisfaction, retention, and support.
This will involve working with banks, insurance, investment, and life companies to deliver presales demonstrations, ensure successful software onboarding and implementation, increase usage, identify commercial opportunities, and prevent churn.
What you’ll do
Support the sales team with presales demonstrations
Provide effective customer onboarding
Configure software and distribute reports
Build strong relationships with users and recipients of data
Identify cross-sell/upsell commercial opportunities
Arrange the supply of promotional merchandise to support launches of Defaqto services
Monitor usage and take proactive action to remedy at-risk customers
Report and resolve account issues
Keep churn to within budgeted levels
Travel to customer premises
Participate in release testing and give feedback on functionality
Provide telephone and email support cover
What you’ll need to succeed
Essential:
High level of general IT literacy and a basic understanding of the UK financial services industry Essential:
A proven track record of working within a customer-facing function (Sales/Account Management/Support/Success) or delivering training presentations Essential:
You’ll be collaborative and skilled in quickly establishing and maintaining effective relationships with users, sponsors, and budget holders Essential:
Excellent presentation skills with the ability to convey complex subject matter Essential:
An ability to prioritize tasks with strong analytical and critical thinking skills Role Location Our Customer Success team works on a hybrid basis from our Haddenham office in Buckinghamshire. They tend to be in the office between 2 and 3 times each week. Right to Work We are currently unable to provide Skilled Worker sponsorship, so you will need to already hold the Right to Work in the UK.
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Essential:
High level of general IT literacy and a basic understanding of the UK financial services industry Essential:
A proven track record of working within a customer-facing function (Sales/Account Management/Support/Success) or delivering training presentations Essential:
You’ll be collaborative and skilled in quickly establishing and maintaining effective relationships with users, sponsors, and budget holders Essential:
Excellent presentation skills with the ability to convey complex subject matter Essential:
An ability to prioritize tasks with strong analytical and critical thinking skills Role Location Our Customer Success team works on a hybrid basis from our Haddenham office in Buckinghamshire. They tend to be in the office between 2 and 3 times each week. Right to Work We are currently unable to provide Skilled Worker sponsorship, so you will need to already hold the Right to Work in the UK.
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