Client Success Executive

Are you looking to build a career in Client Success within a growing SaaS business? At Incentivesmart, we help ambitious businesses create #RewardingRelationships with their employees and customers through our B2B loyalty, incentives, and engagement platform and services. Due to continued client growth, we’re expanding our Client Success team and are looking for a proactive, organised, and inquisitive Client Success Executive (CSE) who takes pride in delivering high-quality work. As a Client Success Executive, you’ll play an important role in helping our clients maximise value from the Incentivesmart platform. Working closely with Client Success Managers, you’ll support programme delivery, client engagement, reporting, communications, and operational excellence across a portfolio of clients. If you’re looking to build a career in Client Success with a growing business, we’d love to hear from you. Salary – £ depending on experience. Location – Unity Place, 200 Grafton Gate, Milton Keynes, MK9 1UP Role Type – Permanent Benefits – 25 days holiday (increasing with service up to 30 days) + Bank Holidays, bonus scheme, pension, retail discounts, health and wellness perks, internal reward and recognition programme, option to join Vitality private healthcare programme. Here’s what you’ll be doing: Join our team and play a key role in helping our clients succeed using the Incentivesmart platform! • Work with the CSM Team: Team up with our Client Success Managers to help clients achieve success with our platform. • Generate Reports and Manage Programmes: Take charge of report creation, programme administration, and user management. • Client Support: Address and resolve queries from clients and their customers promptly and efficiently. • Boost Engagement: Proactively drive engagement in our programmes and support creation of success stories and testimonials. • Become an Expert: Develop a thorough understanding of the Incentivesmart platform and its services. • Provide Training: Offer ad-hoc training sessions in person and via Microsoft Teams to help our clients get the most out of the Incentivesmart platform. • Communications: Assist with client communications, including briefing our Design team for email and content creation. • Maintain Content: Regularly review, update, and proofread content to keep our client programs up to date. • Participate in Meetings: Attend client meetings as needed, ensuring all actions are recorded and followed up. • Collaborate Across Teams: Work with various internal teams, including Creative, Marketing, Operations, and Product, to ensure smooth and effective delivery of our services. • Challenge and Improve: Ask questions, make efficiencies, and drive continuous improvement. Skills and Experience: • Excellent proactive, organisational and problem-solving skills • Exceptional attention to detail • A strong communicator with excellent written and verbal communication skills • Able to interpret multiple sources of data to build reports and deliver insights • Proficient in Excel with a good working knowledge of Microsoft Office • Confident managing multiple priorities in a fast-paced environment • Curious, eager to learn and develop • A collaborative team player • A genuine desire to go above and beyond and deliver best in class service at every touchpoint Whilst not essential, the ideal candidate will have experience working with CRM systems, SaaS-based services, or within the Incentive or Automotive industry. About Incentivesmart Incentivesmart is on a mission to help ambitious businesses build #RewardingRelationships with their employees and customers. Our multi-tenant SaaS platform powers B2B loyalty, incentives, and employee engagement programmes for a diverse client base ranging from SMEs to global brands. We’re a values-driven business with ambitious growth plans, a collaborative culture, and a strong focus on development, innovation, and success for our clients Our values are our DNA and we embed them in everything we do. They shape how we recruit, train and reward Incentivesmarties. They are who we are, and who we aspire to be. They shape our amazing team where no-one is a passenger; every person plays an integral part in the mission. Incentivesmarties are our biggest asset. The values don't stop at our front-door either, they are a framework for how we treat our customers, partners and suppliers; in fact everyone we deal with. REF-229 494