Customer Success Specialist - Trading Platform

The Customer Success Specialist plays a key role in the post-sales team by developing and executing business strategies to enhance customer experience, usage and retention.

Experience working with Financial Services Clients and managing multiple accounts to ensure Customer Success.

Job Description :

- Deliver tailored engagements (e.g. enterprise workshops) that help customers to maximize the value derived from Organisations solutions post sale and build intimacy

- Use specialist knowledge to demonstrate and educate customers on relevant functionality and content resulting in increased usage and product adoption

- Interpret and take action on usage information focusing on - at risk- customers to mitigate cancellations and identify value optimisation opportunities

- Promote insights relevant to customers- workflow and act as a voice of the customer internally, feeding back their experiences

- Provide transparency to the customer and act as a - quarterback- to ensure the organisation delivers on sales commitments

- Develop and execute retention strategies as part of the customer success plan for accounts, in conjunction with Account Managers

- Identify and investigate opportunities to raise to Account Manager for action and share insights to aid the sales process