Customer Success Manager*
Recruitment Agency: Alexander Lloyd
Location: Fully remote
Working hours: Permanent, full-time
Salary: £30,000 - £40,000 per annum
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We have an exciting opportunity for a Client Success Manager to join the growing team at an established Employee Benefits firm on a fully remote working basis. This role is ideal for someone who thrives in a client-focused environment and is passionate about delivering exceptional service while helping clients maximise the value of their employee benefits offering.
You will be responsible for managing and developing a portfolio of clients, ensuring high levels of satisfaction, engagement and retention. Working closely with internal teams, you will identify opportunities to expand relationships, support product engagement, and deliver a seamless client experience.
Key Responsibilities
Client Management
Manage and grow a portfolio of existing B2B clients.
Act as the primary point of contact for clients, responding to queries promptly in line with agreed SLAs.
Build strong relationships to ensure client satisfaction, retention and engagement.
Conduct regular client review meetings to discuss performance, engagement and strategic opportunities.
Business Growth
Identify cross-sell and up-sell opportunities across the Employee Benefits product range.
Achieve KPIs that support the overall growth of the business.
Support product launches and engagement initiatives through employer and employee webinars.
Manage and process client renewals within your portfolio.
Operational Excellence
Maintain accurate client records and ensure CRM systems are updated at all times.
Support clients with queries or issues, ensuring timely resolution.
Collaborate with internal teams to ensure smooth administration and service delivery.
Attend virtual internal and external meeting
To be considered for this role you must have previous experience working within a client facing B2B role within the Financial Services sector and experience of working with Employee Benefits or Pensions would be an advantage.
In Return
Fully remote working
Good salary and Bonus
Excellent internal career progression opportunities
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