We’re on the hunt for a Customer Success Executive who’s passionate about building relationships, driving growth, and shaping the future of property finance. You’ll be the go-to partner for our clients helping them onboard, adopt our product, and uncover new opportunities to grow with us. If you’ve got 1-3 years of experience in the property finance industry and love working in a fast-paced, collaborative environment, this role is for you.
What You’ll Do
- Guide new customers through a smooth onboarding journey and set them up for long-term success.
- Champion product adoption and make sure our clients are getting the most out of the platform.
- Own the full account lifecycle from renewals to upselling.
- Build strong relationships with brokers, lenders, and industry stakeholders.
- Be the voice of the customer internally, passing feedback to the product team to shape new features.
- Get out in the field with onsite visits, delivering training and strengthening partnerships.
- Stay sharp on both our product and property finance trends, becoming a trusted expert for clients.
What You Bring
- 1-3 years’ experience in Customer Success, Account Management, or similar roles within the property finance space.
- A track record of smashing goals in renewals, upsells, and relationship management.
- Strong communication and presentation skills you know how to connect with people.
- A proactive mindset with the ability to manage multiple priorities.
- Willingness to travel for client meetings and onsite sessions across the UK.
Why You’ll Love Working Here
- Be part of a fast-growing company where your impact is visible from day one.
- Work alongside a passionate, supportive team that values innovation and customer-first thinking.
- Opportunities for personal and professional growth in a dynamic industry.
We’re on the hunt for a Customer Success Executive who’s passionate about building relationships, driving growth, and shaping the future of property finance. You’ll be the go-to partner for our clients helping them onboard, adopt our product, and uncover new opportunities to grow with us. If you’ve got 1-3 years of experience in the property finance industry and love working in a fast-paced, collaborative environment, this role is for you.
What You’ll Do
- Guide new customers through a smooth onboarding journey and set them up for long-term success.
- Champion product adoption and make sure our clients are getting the most out of the platform.
- Own the full account lifecycle from renewals to upselling.
- Build strong relationships with brokers, lenders, and industry stakeholders.
- Be the voice of the customer internally, passing feedback to the product team to shape new features.
- Get out in the field with onsite visits, delivering training and strengthening partnerships.
- Stay sharp on both our product and property finance trends, becoming a trusted expert for clients.
What You Bring
- 1-3 years’ experience in Customer Success, Account Management, or similar roles within the property finance space.
- A track record of smashing goals in renewals, upsells, and relationship management.
- Strong communication and presentation skills you know how to connect with people.
- A proactive mindset with the ability to manage multiple priorities.
- Willingness to travel for client meetings and onsite sessions across the UK.
Why You’ll Love Working Here
- Be part of a fast-growing company where your impact is visible from day one.
- Work alongside a passionate, supportive team that values innovation and customer-first thinking.
- Opportunities for personal and professional growth in a dynamic industry.
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