Customer Success Executive | With Intelligence

Customer Success Executive.

This is an exciting opportunity to join an expanding cross-border team at an exciting time, whilst working well-established market-leading products and helping to launch new products to clients.


Customer success




Full time



The job.

The candidate should be passionate about customer engagement with excellent communication skills, and appreciate how good data discipline underpins this, enabling the implementation of measurable tactics to achieve results.

The Responsibilities.
  • Engage 1-2-1 with customers at critical points in the customer journey to ensure adoption, including onboarding new customers and supporting account managers

  • Be the go-to person for customers, offer excellent user experience through all stages of the product life-cycle, ensuring elevated levels of advocacy and renewal

  • Work closely with the account management teams on account renewals and ensuring uptake of products

  • Find opportunities to implement 1-2-many tactics that can drive customer usage in a repeatable and scalable way

  • Work with our suite of tools and tactics to segment and engage our customers, identify trends for common customer use cases or challenges and actively address them

  • Provide cross-functional support – work with marketing, product, account management and data teams, to contribute to constant improvements that enable success for the customer

  • Liaise closely with account managers and sales leads to support the expansion efforts of existing customer accounts

  • Contribute to the management of inbound customer queries and work towards product improvements and driving automation

  •  Work with the business to ensure data integrity, to drive accuracy of customer and usage data to achieve customer success objectives.

The requirements.
  • Customer success, support or account management experience required, ideally within a SaaS, financial, or business intelligence company, or other subscription sales model environment.

  • Undergraduate degree preferred

  • Exceptional communication and presentation skills (both written and verbal)

  • Detail-orientated with an appreciation for and experience of data-driven customer engagement and working towards clearly defined success metrics

  • Experience using Salesforce and associated apps

  • Strong Excel skills, previous experience with Google Analytics, Tableau, and Pendo a plus.

  • Commercially astute to be able to understand and impact business objectives

  • Ability to build strategic working relationships across the business to support multiple stakeholders across different With Intelligence products

  • Highly proactive, initiating attitude – able to take prompt action to accomplish objectives and goals autonomously, with the energy and tenacity to address bottlenecks and barriers.

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