Customer Success Executive
Full-time
Worldwide
Oct 23, 2026
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About the Role
Customer Success Executive Customer Success Executive / Customer Experience Consultant / Customer Support Analyst / Applications Support Analyst / Customer Support Executive Join us in transforming the financial planning and investment sector! We're on a mission to simplify and revolutionise the industry with cutting-edge technology and exceptional customer experiences. The role Are you a Customer Success superstar with a passion for fintech and a knack for building strong client relationships? We're seeking a Customer Success Executive to join our team. Helping new clients get to grips with our technology, and supporting existing ones with an exceptional ongoing service. We are looking for someone who will be the internal advocate for our clients, ensuring their voices (or issues) are put forward and resolved. Your mission: help new clients navigate our technology and provide unparalleled ongoing support. What You'll Do: Be the primary contact for your designated clients working with teams across the business to resolve their customer issues. Handle queries of all types from clients. This will include both answering inbound queries, and triaging and responding to Zendesk queries within accepted SLAs, and will span: service queries (e.g. simple questions regarding our offering) account queries (e.g. requests for specific updates relating to their account) systems queries (e.g. difficulties logging in or encounters with bugs) and more Generating MI and reporting analytics for