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
Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 5 days please assume that you have not been successful for the role you have applied for. By applying to this advertisement, you are hereby giving consent for Jo Holdsworth Recruitment to hold your details for a 30 day period and contact you via any method of contact you have listed on your application.
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