Senior Customer Success Associate - Contract - London / Bath
We’re looking for a proactive and client-focused Senior Customer Success Associate to join a high-performing team for a 12-month contract.
This role is key to ensuring that clients in the banking, asset management, and insurance sectors receive exceptional support, starting from their very first interaction.
You’ll play a vital role in onboarding new clients, helping them integrate and adopt platform tools and services with confidence. Your efforts will ensure long-term engagement and satisfaction by guiding users through a seamless onboarding process and driving continuous value throughout the client lifecycle.
What you’ll do:
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Lead onboarding for new clients, ensuring a smooth and engaging introduction to products and services
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Build trusted relationships with clients, focusing on early adoption and long-term value realisation
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Provide tailored support to help clients optimise their use of data platforms and subscription services
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Serve as a key point of contact for troubleshooting, training, and engagement
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Develop and deliver onboarding materials, user guides, and training sessions
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Maintain accurate client information in internal systems (e.g. Salesforce) and interpret usage data
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Produce actionable insights from client feedback and usage trends to support internal teams
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Contribute to client retention and account growth with a consultative, soft-sales approach
What you’ll bring:
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Experience onboarding or supporting clients within financial or insurance services
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Strong analytical skills and comfort working with data-driven tools and insights
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Exceptional communication and interpersonal skills across formats - calls, screen shares, and in-person sessions
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Excellent organisation and problem-solving skills, with the ability to manage competing priorities
This is a hands-on role within a collaborative Customer Success team. It's ideal for someone who enjoys building strong client relationships, has a passion for data, and takes pride in delivering a best-in-class onboarding experience.
Bright Purple is an equal opportunities employer: we are proud to work with clients who share our values of diversity and inclusion in our industry.