Customer Success Specialist (Premium)
Core
Manage and service a dedicated portfolio of premium enterprise accounts in financial services, driving product usage, safeguarding revenue, and leading strategic account reviews.
Role type
Senior Customer Success Specialist (Premium Accounts)
Builds
Financial services solutions and credit reporting products
Domain
Financial services / Credit reporting
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Account management, complex billing administration, enterprise client management, business review facilitation, client performance metric tracking, end-user software training delivery, cross-functional collaboration, CRM proficiency
Preferred skills
Financial services sector experience, product migration management, technical onboarding for enterprise clients, Salesforce CRM usage
Responsibilities
Manage dedicated portfolio of premium customer accounts independently, Lead monthly customer review meetings with key external business stakeholders, Monitor and improve customer touchpoints including CSAT and NPS, Identify usage patterns to qualify growth and cross-sell opportunities, Guide clients through product optimisations and migrations, Facilitate client training sessions to drive adoption, Resolve complex customer queries and billing issues, Track and report operational performance metrics and risk insights
Seniority
Mid-Senior, hands-on IC
