Customer Success Executive

Our Customer Success team are an important segment of the Sales team at With Intelligence. Working alongside the Account Managers, the team is responsible for driving usage and adoption, engaging with clients, and improving the health of accounts to ensure success for the customer, and ultimately retain and grow their business.

This is an exciting opportunity to join as we expand the team covering our Portfolio Management Research (PMR) product. PMR is the definitive independent research platform for the investment management industry, with its cornerstone publication, the Journal of Portfolio Management, celebrating its 50th Anniversary this year. This role will be supporting our Key Accounts, with the opportunity to own relationships with some of the biggest names in the investment landscape. 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.

Due to the Christmas company shutdown, we will be reviewing applications from the week of the 6th of January, 2025, so we apologise about any delays in getting back to you.

Responsibilities:

• Engaging directly with clients throughout the subscription term, building rapport and trust
• Ensuring new customers are successfully onboarded and are setup for success with PMR from day one
• Providing client product demonstrations
• Assisting clients with any product related questions
• Helping to customise the service for specific client types
• Finding ways to meaningfully engage clients and increase their usage of the products
• Identifying any opportunities for upselling or cross-selling
• Speaking with clients to uncover data needs and where they find value in the products we offer
• Working with our suite of software tools to understand and drive-up usage
• Reporting all feedback to Account Managers and in CRM systems

• Strong verbal and written communication skills
• Energetic with an ability to connect quickly with people at all levels
• Professional, credible, confident, driven, and enthusiastic
• Ability to juggle multiple accounts at a time, while maintaining sharp attention to detail
• Commercially astute to be able to understand and impact business objectives
• Ability to retain information (technical knowledge of industry, product and business operations procedures)

• Excellent bonus structure
• 24 days annual leave rising to 29 days
• Enhanced parental leave
• Medicash (Health Cash Plans)
• Wellness Days
• Flexible Fridays (Opportunity to finish early)
• Birthday day off
• Employee assistance program
• Travel loan scheme
• Charity days
• Breakfast provided
• Social Events throughout the year
• Hybrid Working

Our Company:

With Intelligence is based at One London Wall, London EC2Y 5EA. We offer amazing benefits, free breakfast daily and drinks provided all day, every day. We actively encourage social networks that oversee activities from sports, book reading to rock climbing, that you are free to join.

As part of our company, you will enjoy the benefits of an open plan office and working with a social and energetic team. With Intelligence provides exclusive editorial, research, data and events for senior executives within the asset management industry. These include hedge funds, private credit, private equity, real estate and traditional asset management, and our editorial brands are seen as market leaders in providing asset manager sales and IR execs with the actionable information they require to help them raise and retain assets. To maintain and grow our position in the market we need to continue to hire highly motivated, thoughtful and to ensure our subscribers are getting the exclusive intelligence they need first, and most comprehensively, through our range of services. If you are interested so far in what you have read, please apply, we look forward to hearing from you.

We are an Equal Opportunity Employer. Our policy is not to discriminate against any applicant or employee based on actual or perceived race, age, sex or gender (including pregnancy), marital status, national origin, ancestry, citizenship status, mental or physical disability, religion, creed, colour, sexual orientation, gender identity or expression (including transgender status), veteran status, genetic information, or any other characteristic protected by applicable law.