Customer Success Executive

Position:
Customer Success Executive

• Build and maintain strong client relationships through success reviews and product knowledge.
• Upsell to growing clients, either through the addition of a new product or to the most appropriate pricing level.
• Conduct regular industry‑specific reviews to ensure clients comply with Anti‑Money Laundering regulations using Smart Search products/services.
• Liaise with clients and act as the link between the client and Smart Search, maintaining regular contact and ensuring effective communication to develop happy and loyal clients.
• Plan proactively for client growth and retention.
• Monitor client usage patterns to proactively address issues and optimise their experience.
• Perform administrative tasks, including report preparation and data uploads.
• Organise and conduct training for clients on the platform.
• Handle a variety of client support queries.
• Demonstrate platform or regulatory developments to inform clients of new solutions.

• Passionate about developing a successful and rewarding career.
• Driven, customer‑focused individuals with strong communication and problem‑solving skills.
• Willing to learn; in‑depth knowledge of our products and AML regulations is required, with full training provided.
• Ability to adapt to changing client needs.
• Aiming to progress within a large team structure and driven to succeed, evidenced by achieving goals and targets.
• Values teamwork as much as the rest of the team.

• 25 days holiday rising to 30 with each year of service.
• Private Medical Insurance covering dental and optical.
• Company pension scheme.
• Life Assurance – 4x your annual salary.
• 1 day paid volunteering per year.
• Enhanced maternity/paternity offerings.
• Employee Assistance Programme.
• Cycle to work scheme.
• On‑site gym.