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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Account Management and Customer Success, with a strong focus on building relationships with C-suite stakeholders and delivering exceptional service. Proficient in utilizing data tools for performance tracking and enhancing client engagement in the HR-tech landscape.
Highest-signal resume keywords
Customer Success ManagementAccount Health MetricsHubSpot ProficiencyEmployee Benefits KnowledgeRelationship Building with C-Suite
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account ManagementData AnalysisClient OnboardingPerformance TrackingStrategic Planning
Soft Skills
Relationship BuildingCompassionate CommunicationAttention to DetailHigh EnergyOpen-Mindedness
Tools & Technologies
HubSpotBusiness Intelligence ToolsAI Tools
Industry Keywords
B2B SaaSBenefitsPrivate Medical InsuranceHR-TechReproductive Health
About the role
Key responsibilities & impact- Manage a portfolio of key accounts as the senior point of contact for HR Directors and Benefit Managers
- Support the commercial team through account renewal processes, identifying expansion opportunities and ensuring long-term partnership stability
- Transform engagement data into strategic narratives and present quarterly business reviews demonstrating ROI and clinical impact
- Use business intelligence from reviews to deepen client relationships
- Act as the voice of the customer internally, collaborating with Product and Clinical teams to influence the roadmap
- Oversee implementation of complex new clients and align launches with corporate culture
- Provide guidance and support to colleagues, fostering high performance and operational excellence
- Collaborate with the Head of Client Services on complex client inquiries and service challenges
- Lead client webinars and educational sessions, positioning Fertifa as a thought leader in reproductive health
- Serve as a strategic partner to mid-to-large enterprise clients and link clients with internal product and clinical teams
- Report to the Head of Client Services
Requirements
What you’ll need- 3–5 years of experience in Customer Success, Account Management, or a similar relationship-focused role, ideally within B2B SaaS or Benefits
- Strong understanding of account health metrics, renewal risks, and driving organic growth within a client portfolio
- Exceptional ability to build relationships with C-suite and senior HR stakeholders
- Experience delivering white-glove, exceptional service
- Proficient in using HubSpot and data tools to track account performance and member engagement
- Experience in employee benefits, private medical insurance (PMI), or the HR-tech landscape is highly advantageous
- Ability to balance immediate client needs with long-term strategic goals
- Ability to discuss sensitive health topics such as fertility and menopause with compassion and professionalism
- High energy and hustle, with ability to navigate a fast-paced early-stage start-up environment
- Fastidious attention to detail when managing co-branded collateral and client communication plans
- Open-mindedness to utilizing AI tools to improve efficiency and enhance the client experience
Benefits
Comp & perks- Competitive salary
- Hybrid working (in the office 3 days per week) with office near London Bridge (SE1)
- 25 days holiday + bank holidays per annum
- 3 wellbeing days per annum
- Comprehensive healthcare cash plan
- EMI share option scheme (4-year vesting with 1 year cliff)
- Enhanced family-forming, fertility, menopause, women's health and men's health policies, neurodiversity, as well as progressive health leave for reproductive health challenges
- Discounted reproductive health benefits e.g., family-forming, fertility, menopause, women's health and men's health policies, neurodiversity
- Team socials
- £300 monthly travel allowance
- £1k learning budget per year, post probation
- Charity payroll giving
- Cycle to work
- Employee referral bonuses
