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Customer Relationship Executive

HELEN FALLON CONSULTING LTD

Mitcheldean · Posted 19 Oct 2026 · 8 applicants

£26,000 - £27,255 per annum
Permanent
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Customer Relationship Executive

Mitcheldean WFH available 1 day a week

£27,255 + Commission

Permanent, Full-Time (37.5 hours per week)

Are you a proactive, customer focused professional with a passion for building strong relationships, driving retention, and identifying growth opportunities? You will be working in a busy, friendly and supportive environment.

We are recruiting on behalf of an industry leading business looking for a Customer Relationship Executive to join their dynamic team. In this role, you will act as a trusted advisor to a dedicated portfolio of B2B clients, delivering an exceptional customer experience while driving account health, software system adoption, and revenue growth.

Key Responsibilities
  • Build good relationships with your assigned clients so they stay with the company (aiming to keep at least 97.5% of their business) and spot any problems early before a client decides to leave
  • Teach new clients how to use the technology and reporting tools so they can use them on their own, making sure the handoff from the sales team goes smoothly
  • Talk to every client at least once a month, and make sure you have deeper, strategic check-ins with at least 30% of them each quarter
  • Spot opportunities to pitch additional products or upgrades to help hit team sales goals
  • Keep track of upcoming contract renewals so clients stay on active, up-to-date agreements
  • Answer questions quickly, troubleshoot issues until they are fully solved, and flag big risks to management if needed
  • Gather client feedback and work with other teams inside the company to make processes and workflows smoother
Key Competencies & Core Skills
  • Go out of your way to make clients happy and make sure every conversation is actually helpful to them
  • Comfortably make calls, and keep your deal pipeline organised
  • You use data and feedback to spot patterns, fix issues, and make good decisions
  • Easily adjust when client needs change or industry trends shift
  • Easily collaborate with different departments across the company
  • Work structured, build trust, and actively look for ways for you and your team to grow
Requirements
  • Proven experience in a B2B Customer Success, Account Management, or Client Relationship role
  • Strong track record of meeting retention, contract renewal, or cross-selling targets
  • Exceptional communication skills (both written and verbal) with strong relationship building capabilities
  • Highly organised with strong documentation and CRM management habits
Apply now