Customer Success Executive (Field Based - Midlands UK)

Are you a confident, experienced and passionate middleweight Account Management or Customer Success Executive? Are you commercially minded but have the ability to be completely customer focussed at the same time?

If so, we have the perfect opportunity for you in our new and expanding Customer Success team!

The Role

Reporting to and supported by the Head of Marketing & Customer Engagement, we need someone to come in and play a pro-active role in our customer success activities.

Working across a variety of dynamic mediums, you will be a crucial part of ensuring that our customers realise the full value of our products and services.

Whether you’re creating an onboarding plan for a customer, providing ongoing training, or identifying opportunities to upsell and cross-sell, you’ll take pride in being completely customer focussed and act as their voice back to the business.

To do this, you will need to be a natural at building strong relationships from the get-go with both our customers and your team and internal colleagues.

What would your average day-to-day look like?

Working with your customer success colleagues, you will be happy to take ownership of all required face-to-face customer training within your region. In turn, you will be happy with travelling for meetings at customer locations and nights away when needed.

When not on the road, you’ll be working from home, account managing and onboarding our customers and providing remote training.

Working in a young, friendly and informal SMB atmosphere, the ability to work autonomously as well as under guidance and as part of a busy team are essential. You’ll be happy formulating and suggesting ideas, managing assigned workloads, organizing projects, as well as taking ownership of your remit.

No two days will be the same, so if you like predictable and lazy days, unfortunately this role isn’t the one for you! However, if you are looking for an exciting and fast paced (but realistic) environment with plenty of room to develop and grow your skill set and career, this could be perfect for you!

Requirements & Experience

Education and Experience:

Our ideal candidate would be able to demonstrate all of the points below, but if you have experience of some but not quite all of them, we would still love to hear from you!

We understand that everyone is on their own career pathway, and you may not have had the chance to gain hands on experience of everything we say we’re after, but that doesn’t mean you wouldn’t be an asset to our business.

Customer Success Activity:

  • Experience of customer call handling (incoming and outgoing calls)
  • Experience of organising, managing and attend meetings or events (face-to-face and remote)
  • Experience of data gathering and cleansing to ensure a high accuracy level

Customer Onboarding Experience:

  • Ability to understand a customer’s initial goals and requirements and build these into a clear plan of action to address them appropriately
  • Ability to clearly communicate, highlight and reinforce the unique selling points (USPs) and value of a product or a related service, to increase the customer’s perceived return on investment (ROI)
  • Ability to adapt your communication style and content dependent on a customer’s level of technical understanding
  • Experience of building strong relationships with customers from initial contact

Training and Support Experience:

  • Experience of organising and fulfilling training or support to customers (face-to-face and remote)
  • Ability to adapt your training or support style to meet the technical understanding of an audience

Account Management Experience:

  • Ability to identify customer issues and collaborate with colleagues to resolve them
  • Ability to identify customer requirements and concerns and communicate these internally to the business
  • Experience of working in collaboration with internal teams / departments colleagues

Reporting and Analysis:

  • Ability to review, report on, analyse and garner insight from activity data to influence future activity and processes with a view to providing a better customer experience

Customer Success Processes:

  • Ability to organise and prioritise to ensure delivery of your workload
  • Ability and confidence to communicate with customers and internal teams
  • Ability to work with your office-based colleagues to structure and organise your workload
  • Ability and confidence to work autonomously when required as well as part of a team
  • Experience and understanding of working within a customer lifecycle process
  • Willingness to travel inside the United Kingdom when required

Software:

  • Proficient in Microsoft Office applications

Preferred, but not essential when starting:

Customer Success Activity:

  • Experience of working with Help Desk software
  • Experience of delivering customer training sessions (face-to-face and remote)
  • Experience of working at face-to-face events

Customer Onboarding Experience:

  • Experience of onboarding new customers into a business

Software:

  • Experience of working with Customer Relationship Management (CRM) software
  • Experience of working with Help Desk software
  • Experience of using Zoho CRM, Campaigns and other applications

Industry Related Qualifications:

  • Relevant professional qualification (eg Customer Service)

Benefits

  • Competitive salary
  • Work from home
  • Company car allowance with additional mileage payments
  • Training & personal development opportunities
  • Cost of living and performance-related annual pay rise
  • Company pension scheme (3% contribution)
  • Holiday – 25 days
  • Sick pay
  • Free access to anonymous therapy sessions & a mental health library and exercises
  • Birthday holiday benefit
  • Company social events
  • Free on-site parking (head office)
  • Free breakfast, fruit and healthy snack items (head office)
  • Bean to cup coffee and other free beverages (head office)

Job Types: Full-time, Permanent

Salary: £25,000.00-£30,000.00 per year

Work from home schedule:

Monday to Friday

Supplemental pay types:

  • Commission pay
  • Quarterly bonus

Experience:

  • Customer Success: 2 years (required)
  • Account Management: 2 years (required)
  • Training & Support: 2 years (preferred)
  • SaaS: 1 year (preferred)
  • Residential or Domiciliary Care: 1 year (preferred)

Licence/Certification:

  • UK driving license (required)

Willingness to travel:

  • 50% (required)

Work Location: On the road

Apply here.

Reference ID: CDCEG-CSE-FB-JAN24

Why work for CareDocs?

We’re more than just a software provider. All our departments work closely together to deliver a first-class customer experience. We’re currently going through a very exciting phase and are heavily investing in all our teams. You can be part of a changing, dynamic workforce that was built to support the vital care sector.

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