Customer Success Executive

Reports to: Head of Customer Success
Location: Bedford (Hybrid)
Salary: £35,000 per annum

QV Systems is a market-leading fintech providing SaaS-based lending, leasing and financing products for asset and automotive finance businesses. Through our Accelerate platform, we serve a growing base of broker clients across the UK, helping them streamline their operations and grow their businesses.

We believe in change for good, because being future-ready means making lives better. This runs through every aspect of our business and culture, as we strive to give finance businesses the tools and technology they need to thrive.

As a close-knit team, we’re at an exciting stage of growth where everyone’s contribution matters
. This isn’t a role where you’ll be siloed into narrow responsibilities – you’ll have the opportunity to get involved across the business, shape how we work, and make a real impact on both our customers and our company.

The Customer Success Executive is an excellent opportunity for someone looking to build their career in SaaS customer success within a growing fintech. Working as part of the Customer Success team, you will support our customers in getting the most value from the Accelerate platform, helping brokers achieve their business goals through effective onboarding, training, and ongoing engagement.

What makes this role unique: At QV Systems, Customer Success isn’t just about ticking boxes – it’s about being a genuine advocate for our customers. You’ll be the voice of our brokers internally, translating their needs into action across product, support, and sales. In a company of our size, you’ll have direct access to decision-makers and the ability to influence how we serve our customers.

This is a hands-on, varied role where no two days are the same. You’ll work closely with the Head of Customer Success & Support and collaborate across all areas of the business – from product development to marketing to technical support. If you enjoy variety, want to understand how a SaaS business operates end-to-end, and thrive in environments where you can roll up your sleeves and get stuck in, this role is for you.

The best Customer Success Executives at QV Systems are characterised by:

• Customer Advocacy Mindset
• You genuinely care about our customers’ success and become their champion internally
• You ask “what’s best for the customer?” and aren’t afraid to voice their needs
• You build trust by being reliable, honest, and always following through
• You see challenges from the customer’s perspective and work to remove barriers
• Proactive Ownership
• You don’t wait to be told what to do – you spot issues and opportunities and take action
• You follow through on commitments without needing constant oversight
• You take pride in your work and your customers’ outcomes
• When something isn’t working, you speak up and suggest improvements
• You’re happy to get involved wherever needed – whether that’s helping with documentation, joining a sales call, testing a new feature, or contributing to a customer event
• You see the whole business as “your team” and support colleagues across functions
• You share knowledge freely and aren’t territorial about your work
• You embrace the reality that in a growing company, everyone pitches in
• Growth Mindset
• You’re curious and eager to learn – about our platform, our industry, and our customers’ businesses
• You seek feedback and actively work to improve
• You’re comfortable with ambiguity and see change as opportunity
• You’re not intimidated by new challenges or stepping outside your comfort zone

• Lead the onboarding process for new Tier 2 and Tier 3 customers, ensuring smooth setup and activation
• Configure basic platform settings to support customers’ business requirements, escalating complex configurations when needed
• Create and maintain customer documentation including configuration notes and setup guides
• Deliver engaging introductory training sessions that set customers up for success
• Identify and resolve onboarding blockers quickly, involving the right people to keep things moving