Customer Success Executive

About the Role

Grade Level (for internal use): 09

Our Customer Success function is an established segment of the Sales team at With Intelligence, working closely alongside Account Management, New Business, Product & support. This team is responsible for driving adoption, engaging with clients, and improving the health of accounts to deliver measurable retention and growth. As part of the Key Accounts team, you will work with senior stakeholders at leading firms in the alternative asset management space, acting as their day‑to‑day contact advising on how to maximize the value from the platform and proactively finding opportunities to expand their use case. The ideal candidate is passionate about customer engagement, possesses excellent communication skills, and appreciates how good data discipline underpins success.

Responsibilities

• Engage directly with clients throughout their subscription term, building rapport and trust.
• Build deep ...