Customer Success Executive
HybridCardiff, Wales, United Kingdom
Job Summary
Manage the full customer renewal process by engaging with clients via phone and email to discuss pricing, maximize membership benefits, and address churn indicators. Utilize a consultative approach to understand specific needs, recommend solutions, and ensure smooth, value-driven experiences throughout the lifecycle. Maintain accurate records in the CRM system for all data, proposals, and contracts while collaborating with colleagues to achieve renewal targets and continuously improve success processes. This role requires a proactive, customer-centric mindset with proven experience in telesales or account management, working within a hybrid environment three days per week.
Required Qualifications
- Proven experience in telesales, account management, or customer service in a phone-based environment
- Strong customer engagement and relationship-building skills
- Excellent verbal and written communication abilities
- Competence with Microsoft Office applications (Word, Excel, Outlook)
- Strong attention to detail and organisational skills
- Ability to prioritise tasks, manage deadlines, and work effectively under pressure
- Proven track record of meeting or exceeding targets and KPIs
- Positive, dynamic, and enthusiastic approach to work
Desired Qualifications
- Previous experience in a membership or subscription-based business environment
- Familiarity with CRM systems and sales pipeline management
- Understanding of health, safety, or HR compliance services
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