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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong analytical skills and a builder's mindset, with the ability to create customer-success content and improve processes. Proficient in data analysis and client management, ensuring a high-quality customer experience through effective communication and collaboration.
Highest-signal resume keywords
Data AnalysisCustomer SuccessContent CreationClient ManagementOnboarding Sequences
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data AnalysisContent CreationReportingLifecycle CampaignsIn-App Messaging AutomationCustomer AnalyticsQuantitative AnalysisSpreadsheet ProficiencyAI Tools FamiliarityProcess Improvement
Soft Skills
Clear CommunicationCollaborative MindsetInitiativeClient-FocusedOwnership Mindset
Tools & Technologies
ApolloIntercom
Industry Keywords
Professional ServicesFinancial ServicesFintechSaaSCustomer Experience
Tech Stack
Tools & technologiesApollo
About the role
Key responsibilities & impact- Create and refine customer-success content, including help articles, guides, training material and short videos for the customer academy
- Set up and run onboarding sequences, lifecycle campaigns and in-app messaging automations
- Build reporting for customer and growth teams and turn data into clear recommendations
- Help steer AI-assisted support by identifying gaps and improving content, flows or product feedback
- Handle setup questions, account and access requests, and reporting requests; escalate genuine defects to Product with evidence
- Maintain clean commercial data and sharp segments across Apollo and Intercom
- Analyze customer usage, friction points and priority segments
- Support the client-facing team in account management, solution consulting and project delivery with content, analysis and operations
- Suggest and own improvements to ways of working
Requirements
What you’ll need- An Honours degree or higher in a quantitative or business discipline, such as engineering, accounting, business science, finance or economics, with a strong academic record
- Roughly two to three years in professional services, financial services, fintech or SaaS, ideally in strategy, analytics, operations or customer success
- An interest in funds and investors is a real advantage
- Evidence of initiative: things you started, built or fixed without being asked
- A builder's mindset and a bias for action
- Comfortable with data and spreadsheets, and able to turn numbers into a point of view
- Enthusiasm for new tools, including AI
- Clear, warm writing and communication, so you can make complex things simple for customers and colleagues
- An appetite to understand the whole business, not just your corner of it
- Client-minded, with a passion for a consistent, high-quality customer experience
- Ambitious and ownership-minded, taking pride in the outcome and asking for more scope as you earn it
- Collaborative and able to enable solutions across internal and external teams
Benefits
Comp & perks- Opportunity to become an equity holder
- Hybrid working environment with flexibility to manage your day
- Access to modern technologies and continuous learning opportunities
- Supportive colleagues with a willingness to help and a sense of humour
- A drama-free environment with regular feedback and growth opportunities
