Making Numbers Make Sense
Client Success Associate – Professional Education
Location
United Kingdom
Posted
4 days ago
Salary
0
Seniority
Mid Level
Job Description
Client Success Associate – Professional Education
MDD Forensic Accountants
• Facilitate a smooth onboarding process for your clients’ learners • Provide training and resources to help clients get started. • Set clear expectations and goals for the client's learner journey. ****Client Support:** - Serve as the primary point of contact for client inquiries and issues. - Coordinate with Delivery teams to resolve client issues promptly. - Provide ongoing support and guidance to ensure client satisfaction. ****Relationship Management:** - Build and maintain strong, positive relationships with clients. - Conduct regular check-ins and meetings to understand client needs. - Foster loyalty and trust through consistent, high-quality interactions. ****Performance Monitoring:** - Track and analyse client usage of products/services. - Identify areas for improvement and provide actionable feedback. - Develop strategies to enhance client engagement and satisfaction. ****Upselling and Renewal:** - Identify opportunities to upsell additional products or services. - Manage contract renewals and negotiate terms with clients. - Work closely with sales and marketing teams to maximize client value.
Job Requirements
- Client-focused with a commitment to building and maintaining strong relationships.
- Exceptional communication and negotiation skills.
- In-depth knowledge of best practice in **delivering apprenticeship standards** and an **understanding of the funding rules, effective apprentice onboarding and end point assessment **
- An understanding of I**nsurance and Financial Service industry **including clients and professional bodies
- Results-driven with a strong focus on achieving revenue targets.
- Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
- Strong organisational and time management skills, with the ability to prioritise and manage multiple tasks simultaneously.
- Ability to adapt to changing priorities and thrive in a fast-paced, dynamic environment
Benefits
- Davies are committed to being a diverse and inclusive workplace. We welcome candidates of all genders, gender identity and expression, neurodiversity, sexual orientation, disability, physical appearance, body size, race, age, nationality, and belief (or lack thereof).****
- Join us and enjoy our ever-evolving benefits, including but not limited to:
- Reward platform – discounts for over 800 retailers
- 25 days holiday (rising with service)
- Well-being centre
- Recognition programme
- Paid fertility appointments
- Fostering friendly employer
- Pension - matched contribution at 5%
- Life Assurance (4 x basic salary)
- Development, training, and professional qualification
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Role Description We are looking for an experienced and visionary Head of Customer Success to lead, scale, and optimize our Customer Success function. You'll build and lead Customer Success almost from the ground up while personally stewarding our most valuable client relationships. What You'll Do: - Strategy & Execution: - Design comprehensive Customer Success operations: seamless onboarding, accelerated adoption, predictable renewals, strategic expansion - Personally manage and expand our most strategic enterprise accounts - Build automated health-score tracking systems that surface risks before they become problems - Team & Culture: - Recruit, develop, and lead a world-class Customer Success team of 3 people - Create scalable playbooks, KPIs, and reporting frameworks for client health, NPS, and revenue expansion - Integrate CRM workflows with product and support systems for seamless customer experiences - Revenue Impact: - Turn client feedback into real intelligence for Product and Sales - Drive measurable expansion revenue through strategic account management - Prove that great Customer Success makes money — and own that number Qualifications - 6+ years in Customer Success or Account Management at a SaaS / tech company, with 2+ years leading a team - A real track record with enterprise clients — you're comfortable in the room with senior stakeholders - You've built top-notch CS processes, playbooks, and best practices before, not just run them - Experience automating customer health monitoring and risk detection - A hands-on leadership style, you set strategy and roll up your sleeves - Exceptional English and genuine executive presence Benefits - Competitive base salary + a clear, transparent bonus structure - Fully remote, with flexibility across EU time zones - Paid time off and a company-issued laptop - A rare chance to build a CS function from the ground up — your fingerprints on everything - A collaborative, genuinely supportive team that ships - Direct impact on product and company growth - Room to grow at the intersection of AI, science, and beauty
• Lead and manage end-to-end portfolio campaigns for SSDR Agency and Whistle OS. • Act as the primary relationship manager focused on client retention, ensuring contractual compliance, alignment of scope, and a target of 85% quarterly portfolio MRR retention. • Spot upsell and cross-sell opportunities, manage expansion initiatives, and maintain a clear pipeline with conversion tracking. • Anchor regular syncs with clients and internal SDR teams to keep goals aligned, managing expectations seamlessly. • Produce and share high-quality documentation, including meeting notes, action items, and clear communication briefs. • Gather and analyze feedback trends to capture satisfaction signals and proactively mitigate retention risks. • Continuously track campaign outcomes, building strategic optimization proposals aligned with the client's core business goals. • Build and deliver comprehensive campaign health reports, interactive dashboards, and quarterly KPI scorecards. • Act as the senior point of contact for complex issues, maintaining clear issue logs and swift resolution timelines. • Partner closely with internal SDRs and stakeholders to ensure high-quality, seamless service delivery.
• lead the team responsible for our most valuable and complex customer relationships. • manage and develop a team of Customer Success Managers focused on delivering a high-touch, strategic customer experience while driving retention, expansion, and measurable business outcomes for these accounts. • collaborate closely with the SVP of Customer Success and cross functional partners to ensure our most strategic customers are successful and continue to grow with Owner.



