Customer Success Executive

About the Role

Our Customer Success function is an established segment of the Sales team at With Intelligence, working closely alongside Account Management, New Business, Product & Support. The team is responsible for driving adoption, engaging with clients, and improving the health of accounts to deliver measurable retention and growth.

As part of the Key Accounts team, you will have the opportunity to work with senior stakeholders at leading firms in the alternative asset management space. You will act as their day‑to‑day contact, advising on how to maximize their received value from the platform, and proactively finding opportunities to expand their use case.

• Engage directly with clients throughout their subscription term, building rapport and trust.
• Build a deep understanding of client workflows, priorities and success metrics, translating them into actionable success plans.
• Provide tailored onboarding and training product demonstrations.
• Become a key contact for any product‑related queries.
• Proactively drive product adoption, using data and insights to identify trends, risks and opportunities.
• Strategically identify, explore and push through upsell/cross‑sell opportunities.
• Report all feedback to Account Manager and in CRM systems, while collaborating with Product to inform roadmap priorities.

• Strong verbal and written communication skills, able to build rapport with senior and technical stakeholders.
• Ability to manage complex accounts with multiple use cases while maintaining attention to detail.
• Confident presenting to groups and facilitating training sessions (both in‑person and virtual).
• Data‑driven approach, confident manipulating multiple sources of usage data to inform strategy.
• Commercially minded with the ability to understand client needs and link them to product solutions.
• Experience in Financial services/Asset Management is a plus but not required.