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Customer Success Advisor

  • Location


  • Sector:

    Finance, Risk & Regulatory Compliance

  • Job type:


  • Salary/Rate:

    Negotiable depending on experience

  • Contact:

    Jessica Tsen

  • Contact email:


  • Job ref:


  • Consultant:

    Jessica Tsen

Customer Success Advisor - 6 months - London/Leeds

Are you seeking a new role? Strong background in the financial sector as well?

We are looking for a Customer Success Advisor!

See below for further details!

Role and Responsibilities

• To work across the bank to understand and help meet the evolving capability requirements of the Bank’s staff
• Build a deep understanding of the bank and deliver account plans
• Develop deep and extensive client relationships built upon a thorough understanding of their business needs and capability challenges
• Identify, map and present quality solutions to address client requirements challenges based on our off-the-shelf portfolio of learning content and contextualized offerings
• Boost sales conversion through deploying rigorous sales processes (including pipeline management, forecasting, and reporting requirements), pricing, contracting, and negotiation to win work
• Support responses to RFPs and bid requirements
• Prioritise work and meet deadlines in a demanding environment
• Able to work with discretion due to the sensitive nature of the role
• Continuously working towards a culture of inclusion

Experience Essential/

• Actively engages externally and internally in order to address their views/concerns
• Experience working in Financial Services
• Understand sales, engagement, and business development processes
• Understanding of Learning Architecture and application of Learning solutions to support department requirements
• Commercial and risk acumen
• Requirements analysis and solution building
• Challenges assumptions and validates the information.
• Agenda setting and event management
• Influencing, negotiation, and communication skills
• Strong organizational skills
• Presentation and proposal development skills
• Thrive in a fast-paced, dynamic, and evolving work environment
• Relationships and partnerships builder
• Outcome and execution focused
• Financial skills
• Experience in external, internal, and partner stakeholder management and the ability to build networks effectively
• Accreditation from academic or professional institutes