Available Position: Customer Success Executive
Location: Bristol – Hybrid
Role: Full Time
Remuneration: £35,000 – £40,000 (experience depending), and £10,000 commission.

The Role

We’re looking for a proactive and customer-focused Customer Success Executive to join our growing Customer Success Team. In this role, you’ll manage a portfolio of customers, ensuring they achieve value and satisfaction through their use of Xledger’s platform.

Drawing on your prior experience in customer-facing roles, you’ll build strong relationships, help customers adopt our products effectively, and identify growth opportunities. With a keen eye for detail, you’ll identify potential risks and collaborate with internal teams to deliver solutions to ensure we continue to deliver a high standard of service and maintain our excellent customer retention rate.

Key Responsibilities

  • Manage a portfolio of assigned customers, ensuring satisfaction, adoption, and retention
  • Maintain accurate and up-to-date records in the CRM system
  • Produce regular reports and insights for the Customer Success Team Manager
  • Respond to ad hoc customer queries promptly and professionally
  • Arrange and conduct regular customer meetings, prioritising those considered high risk
  • Own all follow-up communications and actions resulting from meetings
  • Identify and communicate potential upsell or growth opportunities within accounts
  • Collect and consolidate customer feedback to share internally
  • Collaborate regularly with the Customer Success Team Manager to share wins, highlight risks, and suggest solutions

About You

We’re looking for someone who is dependable, solutions-oriented, and passionate about delivering an excellent customer experience. You take the initiative, work proactively without needing close supervision and follow through on commitments. You’ll be comfortable communicating with people at all levels, enjoy solving problems, and thrive in a dynamic environment.

Desired Qualifications & Experience

  • Minimum 3 years of experience in a customer facing role
  • At least 1 year of experience in a Customer Success or Account Management position
  • Experience of working in tech or SaaS scale up company
  • An interest in the fintech industry

Personal Qualities

  • Self-starter with strong initiative and proactive mindset
  • Reliable, accountable and thorough
  • Organised, accurate and detail oriented
  • Strong written and verbal communication skills
  • Comfortable working both independently and as part of a team
  • Willingness to learn and adapt
  • Professional and confident in customer interactions

Benefits and Terms

  • Full time, permanent role
  • Ability to work from home twice a week
  • Core hours policy
  • Health insurance
  • 26 days’ holiday, rising by 1 day per 2 years’ service (up to a maximum of 5 extra days), not including bank holidays
  • Provision to buy annual leave
  • Work Anywhere globally for 4 weeks of the year
  • Birthday’s off
  • An excellent culture with regular paid-for social events

If you would like to apply for this role please feel free to send your application to Becca at rebecca.thomas@xledger.co.uk