Customer Success Executive

With Intelligence is a leading provider of high-quality editorial, data, research, and event services in the institutional investment and asset management space. 

Our Customer Success function is an established segment of the Sales team at With Intelligence, working closely alongside Account Management, New Business, Product & Support. This team is responsible for driving adoption, engaging with clients, and improving the health of accounts to deliver measurable retention and growth.

As part of the Key Accounts team, you will have the opportunity to work with senior stakeholders at leading firms in the alternative asset management space. You will act as their day-to-day contact advising on how to maximise their received value from the platform, as well as proactively finding opportunities to expand their use case.

The candidate should be passionate about customer engagement with excellent communication skills and appreciate how good data discipline underpins this.

The Role:

• Engage directly with clients throughout their subscription term, building rapport and trust
• Build deep understanding of client workflows, priorities and success metrics, translating them into actionable success plans
• Provide tailored onboarding and training product demonstrations
• Become a key contact for any product related queries
• Proactively drive product adoption, using data and insights to identify trends, risks and opportunities
• Strategically identify, explore and push through upsell/cross-sell opportunities
• Report all feedback to Account Managers and in CRM systems, while collaborating with Product to inform roadmap priorities

• Strong verbal and written communication skills, able to build rapport with senior and technical stakeholders
• Ability to manage complex accounts with multiple use cases while maintaining attention to detail
• Confidence with presenting to groups and facilitating training sessions (both in-person and virtual)
• Data-driven approach, confidence in manipulating multiple sources of usage data to inform strategy
• Commercially minded with the ability to understand client needs and link them to product solutions
• Experience in Financial services/Asset Management is a plus but not required

• Excellent commission structure
• 24 days annual leave rising to 29 days
• Enhanced parental leave
• Medicash (Health Cash Plans)
• Wellness Days
• Birthday day off
• Employee assistance programme
• 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.