Customer Success Executive

We are hiring a Customer Success Executive to look after a portfolio of small and medium-sized (SME) businesses.

YuLife is a tech driven insurance company on a mission to transform insurance into a force for good. We work with employers and insurer partners to deliver group insurance products that people actually engage with, helping shift the industry from claims led to prevention focused outcomes.

Our model combines insurance, technology, and behavioural science to create hyper engaging insurance experiences. Through our award winning platform, employees interact with their insurance every day, building healthier habits while staying protected. This engagement benefits everyone involved. Individuals are more proactive about their health, employers see stronger engagement and retention, and insurers benefit from improved risk profiles over time.

At YuLife, we are building a game changing insurance business with a clear commercial edge and a strong sense of purpose. Our culture reflects that ambition. We are a people first, values led company that believes great products are built by teams who feel trusted, supported, and inspired by the mission they are working on.

If you want to help reinvent a global industry, work on products with real world impact, and build alongside smart, kind, driven people, YuLife is a place where you can do meaningful work and grow with the business.

At YuLife, our mission is to bring insurance to life, and our Customer Success team is central to that. We don’t just manage accounts. We help our clients and their people get the most out of their insurance and the YuLife app.

As a Customer Success Executive, you’ll look after a portfolio of small and medium-sized (SME) businesses. With a book this size, you won’t be able to give every client the same hands-on time, so you’ll use tools, data and AI to reach the right clients at the right time. You’ll be part customer success, part customer support: helping HR contacts get value from YuLife, and making sure their employees get quick, helpful answers when they need them.

This is a great role for someone early in their career who’s keen to get stuck in, learn fast and grow with us.

Manage a growing portfolio of SME clients in a scalable way, using our systems, data and AI tools to prioritise your time and reach out proactively.

Spot trends in client data, such as dips in engagement, and act on them before they become problems.

Handle incoming requests from clients and their employees, working out what’s needed and resolving them quickly.

Look after end-user communications, supporting employees with questions about the app and their benefits.

Manage simple SaaS contract renewals for clients in your portfolio.

Balance lots of different requests and priorities at once, staying organised along the way.

Work closely with teams across YuLife to get the right outcome for your clients.

Put the customer first in everything you do, making sure every client and member gets a great experience.

Some experience in customer support or customer success is preferred, but not essential. We care more about your attitude than your CV.

A willingness to get stuck in, learn new things and take ownership of your work.

Comfortable with tech, and curious about how AI and automation can help you work smarter.

Confident with data, or keen to build that confidence, and able to turn what you see into action.

Highly organised, able to juggle multiple requests and people without dropping the ball.

A clear, friendly communicator, both written and verbal.

A team player who supports those around them.

Experience with renewals is a bonus, but not required.

Experience in…