Client Success Executive

Role Overview

Job description

• Support the Strategic Account Management Team after they have secured or initiated a business opportunity by assisting in drafting and coordinating agreements, proposals, and related documentation based on qualified sales discussions.
• Assist in developing and maintaining sales enablement materials, including guides, templates, and best practices, to support internal consistency.
• Manage administrative tasks and maintain accurate records of proposals, internal policy document, client access management and documentation to ensure compliance with internal processes and audit requirements.
• Prepare proposals as needed and work closely with Account Managers to understand data requirements, timelines, and client needs.
• Follow up on client consents and ensure all required documentation is completed accurately and on time.
• Coordinate and support existing client system upgrades and enhancements by working with internal teams to track progress, manage timelines, and communicate key updates to clients.
• Work closely with finance and internal stakeholders to resolve billing or payment-related issues.
• Prepare and deliver accurate sales performance reports and business review to Leadership Team.
• Maintain and validate data integrity in Salesforce, including regular updates to ensure the Best Practice Score is maintained.
• Provide support to Sales Support teams in conducting Client Due Diligence (CDD) and assisting with client onboarding processes when needed.

Experience and Skills

• Diploma or Bachelor of Degree in Business Studies/Administration/Management, Finance, Marketing or related field.
• 1 or more years of experience in client success, sales support, account support, or a similar client -facing coordination role.
• Familiarity with banking and finance industry or fintech industry will be an advantage.
• Experience balancing a book of business and Experience balancing a book of business and follow up with internal teams.
• Experience documenting customer pain points, workflows, and requests mindset with accuracy in documentation and reporting.
• Clear Experience conducting quarterly business reviews, detailing customers' adoption of and progress with the product for internal coordination.
• Prepare slides and presentation materials when necessary.

About Experian

Experian is a global data and technology company, powering opportunities for people and businesses around the world. We operate across a range of markets, from financial services to healthcare, automotive, agribusiness, insurance, and many more. Experian invests in people and new advanced technologies to unlock the power of data. We have an amazing team of 25,200 people in 32 countries.

Our uniqueness is that we celebrate yours. Experian's people first, inclusive and purpose driven culture is multi award-winning; World's Best Workplaces™ 2025 (Fortune Global Top 25), Great Place To Work™ in 26 countries to name a few. Check out Experian Life on social or explore our Careers Site to understand why. Experian is also proud to be an Equal Opportunity and Affirmative Action employer.

If you have a disability or special need that requires accommodation, please let us know at the earliest opportunity.

Recruitment Fraud Awareness - Experian's recruitment process is conducted only through authorised channels. Recruitment communications will only be sent from an @experian.com email address. Experian will never ask candidates to make any payment as part of an application, interview, assessment, onboarding, or recruitment process. To apply for roles or verify opportunities, please visit experian.com/careers.

Experian Careers - Creating a better tomorrow together

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Experian Careers - Creating a better tomorrow together

Find out what its like to work for Experian by clicking here