Customer Success Executive

Jo Holdsworth recruitment is delighted to be working with an Ilkley based client, looking for Customer Success Executives on a full-time, permanent basis. Our client is expanding their fast-growing team with an exciting opportunity in their Customer Success department. As a market leader in the tech world, they’ve developed a multi-award-winning anti-money laundering verification tool, trusted by professionals in the property, legal, accountancy, and financial sectors. Their platform is a one-stop-shop for compliance needs and continues to lead the way in innovation and service.

This role is ideal for someone who’s motivated, client-focused, and eager to grow in a dynamic environment. You’ll be surrounded by supportive colleagues, offered full training, and enjoy genuine opportunities for career progression, along with a great benefits package and ability to work hybrid!

What you’ll be doing:

• Building and maintaining strong relationships with clients, making sure they feel supported and valued.
• Identifying growth opportunities, such as recommending additional products or more suitable pricing plans.
• Running regular industry check-ins to help clients stay compliant with AML and other regulations.
• Acting as the key contact between clients and internal teams, ensuring clear and effective communication
• Planning for client retention and growth
• Monitoring client usage and proactively addressing any issues to enhance the client experience
• Handling admin tasks such as report generation and data uploads
• Organising and delivering engaging training sessions for clients on platform use
• Responding to a wide range of client queries—both technical and service-related
• Showcasing new platform features and keeping clients up to date with regulatory changes

What we’re looking for:

• Customer service or upselling experience is desirable
• A strong interest in building a successful and rewarding career
• Excellent communication and problem-solving skills
• A customer-first mindset and a positive, can-do attitude
• Willingness to learn—full product and compliance training will be provided
• The ability to adapt to the changing needs of clients
• A drive to succeed and achieve team and personal targets
• A collaborative approach—you value teamwork and thrive in a supportive environment

Why you’ll love this role – Benefits include:

• Quarterly bonus scheme (subject to targets being met)
• 25 days holiday (rising to 30 with length of service)
• Private medical insurance, including dental and optical cover
• Company pension scheme
• Life Assurance – 4x your annual salary
• 1 day paid volunteering per year
• Enhanced maternity / paternity leave
• Employee Assistance Programme
• Cycle to work scheme
• On-site gym access

Hours: 8.45am – 5pm

Salary: £27,050

Location: Ilkley

INDCHA

Job Types: Full-time, Permanent, Graduate

Pay: £27,050.00 per year

Benefits:

• Casual dress
• Company events
• Free parking
• On-site gym
• On-site parking
• Work from home

Work Location: Hybrid remote in Ilkley