Customer Operations Executive

What You’ll Be Doing

• Act as the first point of contact for new subscribers—guiding them through account set-up, content access, and ongoing product engagement.
• Conduct proactive account check-ins and ensure renewals are managed efficiently and successfully.
• Manage a wide range of inbound queries via phone, email, and video—delivering fast, clear, and solutions-focused responses.
• Work with teams across sales, marketing, operations, and awards to ensure a smooth and consistent customer journey.
• Use Salesforce to track and resolve support cases, taking full ownership from issue identification through to resolution.
• Identify opportunities for product expansion, additional users, and process improvements based on customer needs and feedback.
• Maintain up-to-date customer data, ensure billing contacts are correct, and contribute to accurate reporting on engagement metrics.

What You’ll Bring

• Experience in a client service, operations, or administrative role within a professional, customer-focused environment.
• Strong communication skills—both written and verbal—with confidence in dealing with both clients and internal teams.
• High levels of accuracy, attention to detail, and the ability to manage multiple priorities.
• A collaborative approach and the ability to work independently and calmly under pressure.
• Solid experience with CRM systems such as Salesforce (or similar).
• A proactive mindset, always looking for ways to enhance the client experience and streamline internal processes.

Why This Role Stands Out

• Impactful work: You’ll be instrumental in shaping the client experience and supporting revenue retention and growth.
• Respected organisation: Work with a company known for its influence and credibility within global finance.
• Dynamic environment: No two days are the same—this is a varied, fast-moving role at the heart of the business.
• Career growth: Gain broad exposure to commercial teams and develop skills across customer success, marketing, and sales operations.