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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Customer Success and Account Management, focusing on building long-term partnerships with UK mid-market customers. Proficient in onboarding, adoption, and retention strategies while leveraging customer data to drive value and identify opportunities.
Highest-signal resume keywords
Customer Success ManagementAccount ManagementSaaS ExperienceStakeholder ManagementAnalytical Mindset
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
OnboardingRetentionRenewalsExpansionCustomer Data Analysis
Soft Skills
Excellent CommunicationOrganisational SkillsRelationship BuildingConsultative ApproachOwnership and Autonomy
Tools & Technologies
SalesforceHubSpotGainsightPlanhatIntercom
Industry Keywords
FintechPaymentsAccountingERPFinancial Software
Tech Stack
Tools & technologiesERPReact
About the role
Key responsibilities & impact- Help UK businesses transform the way they manage company spend through Spendesk’s all-in-one platform
- Act as the trusted partner of UK customers and help Finance teams achieve measurable value from Spendesk
- Own a portfolio of approximately 120 to 150 UK mid-market customers
- Build relationships with Finance Managers, CFOs, Finance Directors and other key decision-makers
- Understand customer priorities, challenges and definitions of success
- Advise customers on best practices and optimise their use of Spendesk
- Lead regular account reviews and develop success plans aligned with customer objectives
- Guide customers through onboarding and long-term product adoption
- Monitor account health, product usage and engagement levels
- Identify risks early and proactively prevent churn
- Help customers measure and communicate Spendesk’s business value and ROI
- Support customers through organisational changes, new stakeholders and evolving business needs
- Drive discovery and adoption of relevant Spendesk features
- Identify upsell and cross-sell opportunities and partner with Account Managers on expansion
- Support renewal discussions by ensuring customers understand received value
- Share structured customer feedback with Product, Marketing and Sales
- Identify recurring customer needs, friction points and potential product improvements
- Support launch and adoption of new features in the UK market
- Contribute to customer advocacy initiatives including testimonials, referrals and case studies
- Help internal teams understand the needs of UK Finance teams
Requirements
What you’ll need- Professional working proficiency in English is essential
- Previous experience in Customer Success, Account Management, Client Management or another customer-facing role
- Consultative approach: proactively advise customers rather than simply react to requests
- Strong ownership and autonomy in managing a customer portfolio
- Ability to build trusted relationships with senior stakeholders
- Analytical mindset, with the ability to use customer data to identify risks and opportunities
- Excellent communication, organisation and stakeholder management skills
- Genuine interest in customer experience, SaaS and building long-term customer partnerships
- Ability to manage priorities effectively across a high-volume portfolio
- Experience in SaaS, fintech, payments, accounting, ERP or financial software is a strong plus
- Experience working with Finance, Accounting or Operations teams is a strong plus
- Experience managing a mid-market customer portfolio at scale is a strong plus
- Experience with onboarding, adoption, retention, renewals or expansion is a strong plus
- Familiarity with Salesforce, HubSpot, Gainsight, Planhat, Intercom or similar platforms is a strong plus
- Experience working in a Customer Success and Account Management model is a strong plus
- Application and CV must be submitted in English
Benefits
Comp & perks- 4 days per month remote (non-accumulative) and 3 full weeks remote per year (non-consecutive)
- Fully covered Oyster card for traveling to and from our new office (up to £250 monthly depending on location)
- £45 monthly wellness allowance, accruable, to be used on whatever wellness means to you - through Edenred
- Access to Moka.care for emotional and mental health wellbeing
- Pension scheme (on salary sacrifice): 5% employee / 5% employer (by Aviva)
- 28 days of holidays
- Latest Apple Mac equipment
- Company virtual events
- Visit our other offices: Paris and Barcelona
- Great office snacks to fuel your day
- Vitality private health insurance (for you and your family/partner)
- Bupa private dental care
- A positive team to work with daily!