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Customer success executive

Cregg Recruitment
Customer success executive
Posted: 21 January
Offer description

Customer Success Executive CREGG are recruiting a proactive and highly organised Customer Success Executive to join our client in their Ennis office on a hybrid basis.
This is a full-time, permanent position.
Th Customer Success Executive role combines account management, business development, and sales support, with a strong focus on client engagement and growth.
Key Responsibilities: Guide clients through the sales journey, from onboarding to closing sales.
Arrange, attend and present at client meetings as required and develop strong customer relationships.
Build and maintain positive client relationships to enhance retention and engagement.
Respond to customer enquiries, resolve issues efficiently, and provide outstanding service.
Maintain and update customer information in Salesforce CRM.
Prepare sales reports, forecasts, and presentations to support business objectives.
Identify, generate, and secure new leads through networking, proactive outreach, and follow-ups.
Work closely with internal teams to leverage marketing campaigns for policyholder sign-ups.
Schedule appointments and meetings for the UK and Ireland Sales teams.
Work with cross-functional teams to streamline administrative processes and ensure operational efficiency.
Assist in planning and coordinating conferences, exhibitions, recruitment drives and corporate events.
Attend external events, networking with key stakeholders to generate new business opportunities.
Qualifications and Skills: Proven experience in Customer Success, Sales Administration, or Account Management.
Strong written and verbal communication skills to engage with corporate clients and policyholders effectively.
Ability to work independently with minimal supervision, demonstrating initiative and problem-solving skills.
Excellent organisational skills to manage multiple tasks, prioritise workloads, and ensure timely follow-ups.
Ability to multitask and manage time effectively in a fast-paced, customer-focused environment.
Proficiency in CRM systems, with Salesforce experience preferred.
Understanding of health insurance products or corporate healthcare plans is advantageous.
For more information, please contact Gary () with your CV.
Please be aware that your CV will not be shared with anyone outside of CREGG without your express permission.
GC - ***** INDCRG Skills: Sales And Marketing Account Management Sales Support Sales Administrator Insurance Administrator Benefits: Work From Home Annual Bonus / 13th Cheque Fuel Allowance Laptop Mobile Phone Performance Bonus Medical Aid / Health Care

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