Customer Success Executive - Aylesbury, United Kingdom - Defaqto

Defaqto
Defaqto
Verified Company
Aylesbury, United Kingdom

1 month ago

Tom O´Connor

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Tom O´Connor

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Description

At Defaqto, we are on a mission to empower everyone to make smarter financial decisions, and we want you to be a part of our exciting journey to become the #1 provider in the UK.

We are committed to excellence, not only in our people but also across our diverse portfolio of products.

So, why join Defaqto?

  • Impactful Work: Every year, we support over 50 million financial decisions with a combined value exceeding £80 billion. Your contributions will directly influence and shape the financial landscape.
  • Exciting Growth Opportunities: Our recent acquisition by Fintel PLC and ambitious growth plans mean Defaqto is set to double in size over the next 34 years, providing more opportunity for you to grow and develop.
  • Collaborative Culture: Collaboration is encouraged and celebrated. We believe in a supportive environment where ideas are valued, and skills are recognised.
To support our ambitious growth plans, we are looking for a Customer Success Executive to join the team.

You will drive the adoption and promotion of Defaqto's software and ratings, primarily supporting the Customer Success Manager and working closely with the Sales Team to ensure customer satisfaction, retention and support.

This will also involve working with Banks, Insurance, Investment and Life companies to increase usage, identify commercial opportunities, and prevent churn.


If you have prior experience in a similar customer facing function, perhaps having worked in Sales, Account Management, or Customer Success, and are looking for your next step as part of an impactful, exciting and collaborative team, we would love to hear from you.


What you'll do:


  • Provide effective customer onboarding
  • Configure software and distribute reports
  • Build strong relationships with users and recipients of data
  • Identify cross sell/upsell commercial opportunities
  • Assist the Sales team by providing presales demonstrations
  • Arrange the supply of promotional merchandise to support the launch of Defaqto services
  • Monitor usage and take proactive action to remedy atrisk customers
  • Report and resolve account issues
  • Keep churn to within budgeted levels
  • Travel to customer premises
  • Participate in release testing and give feedback on functionality

What you'll need to succeed:


  • You'll have a proven trackrecord of working within a customer facing function (Sales/Account Management/Support/Success) or delivering training presentations
  • You'll be collaborative and skilled in quickly establishing and maintaining effective relationships with users, sponsors and budget holders
  • You can prioritise tasks with strong analytical and critical thinking skills
  • You have a high level of general IT literacy and a basic understanding of the UK financial services industry
  • Fintel plc _and all the businesses within it adopt a zerotolerance approach to discrimination on any of the protected grounds in the Equality Act 2010._
  • We are committed to providing equal opportunities to all current and prospective employees regardless of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership._
  • For these reasons we strongly en_courage suitably qualified applicants from a wide range of backgrounds._
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