• Are you a people type of person?
• Do you have a track-record of working within a Customer Success, Sales or Account Management type of role?
• Are you curious and a solution-finder with great communication skills?

At Defaqto, we are on a mission to empower everyone to make smarter financial decisions, and we want you to be a part of our exciting journey to become the #1 provider in the UK. We are committed to excellence, not only in our people but also across our diverse portfolio of products.

Overview

Our Customer Success team play a key role in the onboarding and ongoing BAU journey for our customers across the UK financial services sector.

To support our ambitious growth plans, we are looking for a Customer Success Executive to join the team. You will drive the adoption and promotion of Defaqto’s software and ratings, primarily supporting the Customer Success Manager and working closely with the Sales Team to ensure customer satisfaction, retention and support. 

This will involve working with banks, insurance, investment and life companies to deliver presales demonstrations, ensure successful software onboarding and implementation, increase usage, identify commercial opportunities, and prevent churn.

What you’ll do

• Support the sales team with presales demonstrations
• Provide effective customer onboarding
• Configure software and distribute reports
• Build strong relationships with users and recipients of data
• Identify cross sell/upsell commercial opportunities
• Arrange the supply of promotional merchandise to support launches of Defaqto services
• Monitor usage and take proactive action to remedy at-risk customers
• Report and resolve account issues
• Keep churn to within budgeted levels
• Travel to customer premises
• Participate in release testing and give feedback on functionality
• Provide telephone and email support cover

What you’ll need to succeed

Essential: High level of general IT literacy and a basic understanding of the UK financial services industry

Essential:  a proven track-record of working within a customer facing function (Sales/Account Management/Support/Success) or delivering training presentations

Essential: you’ll be collaborative and skilled in quickly establishing and maintaining effective relationships with users, sponsors and budget holders

Essential: excellent presentation skills with ability to convey complex subject matter

Essential: an ability to prioritise tasks with strong analytical and critical thinking skills

Role Location

Our Customer Success team work on a hybrid basis from our Haddenham office in Buckinghamshire.  They tend to be in the office between 2 and 3 times each week.

Right to Work

We are currently unable to provide Skilled Worker sponsorship so you will need to already hold the Right to Work in the UK.

Fintel plc and all the businesses within it adopt a zero-tolerance approach to discrimination on any of the protected grounds in the Equality Act 2010.

We are committed to providing equal opportunities to all current and prospective employees regardless of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.

We aspire to have a diverse workforce because, in our view, diversity enables better business outcomes. We also believe that a more inclusive workplace, where people of different backgrounds work together, ensures better outcomes for all staff. From application to interview, we place inclusion at the heart of all we do.

For these reasons we strongly encourage suitably qualified applicants from a wide range of backgrounds.