At Xledger you will have the opportunity to work for a hugely successful international software company at an exciting time of growth. This is the perfect opportunity for someone with customer-facing experience looking for an exciting role focused on customer success and retention. This role comes with a competitive salary depending on experience, plus a performance-related bonus.

We offer an amazing working environment and take pride in putting our staff first. Having recently achieved Great Place to Work and Excellence in Wellbeing accreditation, as well as coming 2ndplace in the Great Place to Work in Tech (Small Category) UK list for 2020, as well as being awarded Employee of the Year at the 2021 Business Leader Awards, we are proud of our strong office culture and provide an extensive perks list (including company health, monthly staff recognition awards and regular paid-for socials, to name a few). Our new office space, which we moved into in October 2020, provides an exceptional working environment, including a bespoke designed multi-functional area, a game zone and Bristol’s largest roof terrace. Our culture has a big emphasis on professional and personal development, and our flexible approach to working is just one of the many reasons why we have such a strong staff retention rate. By joining our UK team, you will be in a unique position to influence the continued growth and development of the company whilst joining a friendly, professional and motivated team.

Xledger is a leading provider of cloud ERP solutions in Bristol. Alongside our business success, we make efforts to give back to the local community. Through our sponsorship of the Bristol Sport Academy, we run an internship programme to support young people discovering the world of work and support the training and development of young athletes at Ashton Gate Stadium. We gift staff two charity days annually, on which they can assist charitable causes in and around Bristol during working days, and make efforts to reduce our carbon footprint.

The role

We are looking for a Customer Success Executive with a can-do attitude and excellent communication skills to join our Customer Success Management Team. In this exciting new role, you will be responsible for the day-to-day management of customer accounts to ensure they have the best experience of using Xledger. Drawing on your previous customer service experience, you will optimise each customer’s potential through up-selling and cross-selling the full suite of Xledger software and services. With a keen eye for detail, you will proactively flag any high-risk customers with the Customer Success Manager, working together to ensure we maintain our high levels of customer retention.

Additional activities include handling ad hoc customer enquiries, liaising with colleagues across multiple departments to find solutions to customer queries and concerns, identifying new sales opportunities and maintaining the CRM with all customer activities and opportunities. You will produce sales team reports, manage a calendar of customer reviews and represent Xledger at national customer events.

The ideal candidate will be a reliable, high-energy individual with the ability to communicate with people at all levels and have a passion for customer service.

Main responsibilities

  • Manage, maintain and update the CRM system
  • Produce regular reports as instructed by the Customer Success Manager
  • Answer ad hoc customer queries
  • Arrange and conduct customer meetings as required, prioritising those deemed high risk
  • Own follow-up correspondence and actions following customer meetings
  • Identify new sales opportunities.
  • Collect and collate customer feedback
  • Meet regularly with the Customer Success Manager to highlight wins, risks, solutions and ideas

Essential qualifications and experience

  • At least one year’s previous experience in a customer-facing role

Desired qualifications and experience

  • Previous sales experience
  • Experience in a tech company
  • Degree educated
  • An interest in the fintech industry

Personal characteristics

  • Responsible and reliable
  • Accurate and structured
  • Ability to work both independently and in teams
  • Flexibility and the willingness to learn
  • Excellent communication and presentation skills
  • Fluent written and spoken business English
  • Desire to learn and grow within the role as the sales team expands.


If you think this is the right role for you then please send your CV and Cover letter to Becca at