Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll help you succeed We are looking for someone who is willing to get involved, and who is keen to learn and develop - the team will support you in gaining market knowledge, skills, and technical expertise to help build your career. At BDO we are proud of our Workable hybrid working framework - we have core team days, and an expectation that team members will be at our Baker Street hub for at least 2 days a week, but otherwise you will have substantial freedom to plan your balance of time in the office and time at home. You will be joining one of the largest Professional Services tax teams in London. We serve a wide variety of clients within the sector, including law firms, consultants, recruiters, architects and property services firms, as well as financial services businesses and private equity firms. We also look after their Partners and Senior Executives. The role provides an exceptional opportunity for the successful candidate to develop their technical, commercial and client relationship skills in a supportive and collaborative environment, working with colleagues who are recognised as experts in the sector. Our client base will provide you with a fantastic opportunity to work on a challenging and varied portfolio, delivering tax reporting, compliance and advisory services both in the UK and internationally. You will have the chance to deal with matters relating to the management of clients operating within the professional services and investment fund management sectors, particularly partnerships/LLPs and their partners, as well as some corporate businesses. Furthermore, you will be able to consider and highlight further opportunities to develop new work. When you join us, we'll make your growth our priority. If you can demonstrate the following skills, we can help you go far. Responsibilities You will be trusted to lead client relationships and run your portfolio of clients, supported by directors and partners in the team and working with more junior colleagues. You will work in a team leading the market in professional partnerships - your portfolio will include an exciting and prestigious range of clients operating within the professional services sector, particularly partnerships/LLPs and their partners, as well as some corporate businesses. You will: Help to drive the professional services strategy of BDO by building your profile in the market, overseeing top quality tax advice and compliance, getting to know your clients and their issues, and looking for opportunities. Run client relationships - acting as a key point of contact for clients, ensuring the team respond promptly to, as well as anticipate, client requests/needs, and maintaining regular contact with clients. Oversee a portfolio of clients, taking responsibility for delivery of tax compliance and advisory services supported by managers and the junior team. Deal with interesting and varied tax issues. Recognise and seek out business and sales opportunities and work with the Partners to develop these. Develop your own network of contacts internally and externally, supporting your own career development and the growth of our business. Actively participate in the management of the group. Be responsible for coaching and developing managers and more junior members of staff. Actively share knowledge and experiences with others in the firm. Requirements Qualified ACA/CTA (or equivalent) with demonstrable post-qualified experience. Ideally the candidate would have relevant experience in a partnership tax compliance and advisory role or a corporate and personal tax compliance and advisory role, with experience of dealing with professional services firms. Involvement in and ability to deal with interesting and challenging tax advisory projects. Alternatively, significant experience in private equity tax compliance or a combination of the two. Ability to manage a client portfolio. Experience of dealing with client senior management. Involvement in business development activities with new and/or existing clients. Self-motivated with excellent communication. Experience of supervising junior staff. A commitment to technical and personal development, with the drive and ambition to progress in a supportive environment and fulfil your full potential. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Jul 04, 2025
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll help you succeed We are looking for someone who is willing to get involved, and who is keen to learn and develop - the team will support you in gaining market knowledge, skills, and technical expertise to help build your career. At BDO we are proud of our Workable hybrid working framework - we have core team days, and an expectation that team members will be at our Baker Street hub for at least 2 days a week, but otherwise you will have substantial freedom to plan your balance of time in the office and time at home. You will be joining one of the largest Professional Services tax teams in London. We serve a wide variety of clients within the sector, including law firms, consultants, recruiters, architects and property services firms, as well as financial services businesses and private equity firms. We also look after their Partners and Senior Executives. The role provides an exceptional opportunity for the successful candidate to develop their technical, commercial and client relationship skills in a supportive and collaborative environment, working with colleagues who are recognised as experts in the sector. Our client base will provide you with a fantastic opportunity to work on a challenging and varied portfolio, delivering tax reporting, compliance and advisory services both in the UK and internationally. You will have the chance to deal with matters relating to the management of clients operating within the professional services and investment fund management sectors, particularly partnerships/LLPs and their partners, as well as some corporate businesses. Furthermore, you will be able to consider and highlight further opportunities to develop new work. When you join us, we'll make your growth our priority. If you can demonstrate the following skills, we can help you go far. Responsibilities You will be trusted to lead client relationships and run your portfolio of clients, supported by directors and partners in the team and working with more junior colleagues. You will work in a team leading the market in professional partnerships - your portfolio will include an exciting and prestigious range of clients operating within the professional services sector, particularly partnerships/LLPs and their partners, as well as some corporate businesses. You will: Help to drive the professional services strategy of BDO by building your profile in the market, overseeing top quality tax advice and compliance, getting to know your clients and their issues, and looking for opportunities. Run client relationships - acting as a key point of contact for clients, ensuring the team respond promptly to, as well as anticipate, client requests/needs, and maintaining regular contact with clients. Oversee a portfolio of clients, taking responsibility for delivery of tax compliance and advisory services supported by managers and the junior team. Deal with interesting and varied tax issues. Recognise and seek out business and sales opportunities and work with the Partners to develop these. Develop your own network of contacts internally and externally, supporting your own career development and the growth of our business. Actively participate in the management of the group. Be responsible for coaching and developing managers and more junior members of staff. Actively share knowledge and experiences with others in the firm. Requirements Qualified ACA/CTA (or equivalent) with demonstrable post-qualified experience. Ideally the candidate would have relevant experience in a partnership tax compliance and advisory role or a corporate and personal tax compliance and advisory role, with experience of dealing with professional services firms. Involvement in and ability to deal with interesting and challenging tax advisory projects. Alternatively, significant experience in private equity tax compliance or a combination of the two. Ability to manage a client portfolio. Experience of dealing with client senior management. Involvement in business development activities with new and/or existing clients. Self-motivated with excellent communication. Experience of supervising junior staff. A commitment to technical and personal development, with the drive and ambition to progress in a supportive environment and fulfil your full potential. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll help you succeed We are looking for someone who is willing to get involved, and who is keen to learn and develop - the team will support you in gaining market knowledge, skills, and technical expertise to help build your career. At BDO we are proud of our Workable hybrid working framework - we have core team days, and an expectation that team members will be at our Baker Street hub for at least 2 days a week, but otherwise you will have substantial freedom to plan your balance of time in the office and time at home. You will be joining one of the largest Professional Services tax teams in London. We serve a wide variety of clients within the sector, including law firms, consultants, recruiters, architects and property services firms, as well as financial services businesses and private equity firms. We also look after their Partners and Senior Executives. The role provides an exceptional opportunity for the successful candidate to develop their technical, commercial and client relationship skills in a supportive and collaborative environment, working with colleagues who are recognised as experts in the sector. Our client base will provide you with a fantastic opportunity to work on a challenging and varied portfolio, delivering tax reporting, compliance and advisory services both in the UK and internationally. You will have the chance to deal with matters relating to the management of clients operating within the professional services and investment fund management sectors, particularly partnerships/LLPs and their partners, as well as some corporate businesses. Furthermore, you will be able to consider and highlight further opportunities to develop new work. When you join us, we'll make your growth our priority. If you can demonstrate the following skills, we can help you go far. Responsibilities You will be trusted to lead client relationships and run your portfolio of clients, supported by directors and partners in the team and working with more junior colleagues. You will work in a team leading the market in professional partnerships - your portfolio will include an exciting and prestigious range of clients operating within the professional services sector, particularly partnerships/LLPs and their partners, as well as some corporate businesses. You will: Help to drive the professional services strategy of BDO by building your profile in the market, overseeing top quality tax advice and compliance, getting to know your clients and their issues, and looking for opportunities. Run client relationships - acting as a key point of contact for clients, ensuring the team respond promptly to, as well as anticipate, client requests/needs, and maintaining regular contact with clients. Oversee a portfolio of clients, taking responsibility for delivery of tax compliance and advisory services supported by managers and the junior team. Deal with interesting and varied tax issues. Recognise and seek out business and sales opportunities and work with the Partners to develop these. Develop your own network of contacts internally and externally, supporting your own career development and the growth of our business. Actively participate in the management of the group. Be responsible for coaching and developing managers and more junior members of staff. Actively share knowledge and experiences with others in the firm. Requirements Qualified ACA/CTA (or equivalent) with demonstrable post-qualified experience. Ideally the candidate would have relevant experience in a partnership tax compliance and advisory role or a corporate and personal tax compliance and advisory role, with experience of dealing with professional services firms. Involvement in and ability to deal with interesting and challenging tax advisory projects. Alternatively, significant experience in private equity tax compliance or a combination of the two. Ability to manage a client portfolio. Experience of dealing with client senior management. Involvement in business development activities with new and/or existing clients. Self-motivated with excellent communication. Experience of supervising junior staff. A commitment to technical and personal development, with the drive and ambition to progress in a supportive environment and fulfil your full potential. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Jul 04, 2025
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll help you succeed We are looking for someone who is willing to get involved, and who is keen to learn and develop - the team will support you in gaining market knowledge, skills, and technical expertise to help build your career. At BDO we are proud of our Workable hybrid working framework - we have core team days, and an expectation that team members will be at our Baker Street hub for at least 2 days a week, but otherwise you will have substantial freedom to plan your balance of time in the office and time at home. You will be joining one of the largest Professional Services tax teams in London. We serve a wide variety of clients within the sector, including law firms, consultants, recruiters, architects and property services firms, as well as financial services businesses and private equity firms. We also look after their Partners and Senior Executives. The role provides an exceptional opportunity for the successful candidate to develop their technical, commercial and client relationship skills in a supportive and collaborative environment, working with colleagues who are recognised as experts in the sector. Our client base will provide you with a fantastic opportunity to work on a challenging and varied portfolio, delivering tax reporting, compliance and advisory services both in the UK and internationally. You will have the chance to deal with matters relating to the management of clients operating within the professional services and investment fund management sectors, particularly partnerships/LLPs and their partners, as well as some corporate businesses. Furthermore, you will be able to consider and highlight further opportunities to develop new work. When you join us, we'll make your growth our priority. If you can demonstrate the following skills, we can help you go far. Responsibilities You will be trusted to lead client relationships and run your portfolio of clients, supported by directors and partners in the team and working with more junior colleagues. You will work in a team leading the market in professional partnerships - your portfolio will include an exciting and prestigious range of clients operating within the professional services sector, particularly partnerships/LLPs and their partners, as well as some corporate businesses. You will: Help to drive the professional services strategy of BDO by building your profile in the market, overseeing top quality tax advice and compliance, getting to know your clients and their issues, and looking for opportunities. Run client relationships - acting as a key point of contact for clients, ensuring the team respond promptly to, as well as anticipate, client requests/needs, and maintaining regular contact with clients. Oversee a portfolio of clients, taking responsibility for delivery of tax compliance and advisory services supported by managers and the junior team. Deal with interesting and varied tax issues. Recognise and seek out business and sales opportunities and work with the Partners to develop these. Develop your own network of contacts internally and externally, supporting your own career development and the growth of our business. Actively participate in the management of the group. Be responsible for coaching and developing managers and more junior members of staff. Actively share knowledge and experiences with others in the firm. Requirements Qualified ACA/CTA (or equivalent) with demonstrable post-qualified experience. Ideally the candidate would have relevant experience in a partnership tax compliance and advisory role or a corporate and personal tax compliance and advisory role, with experience of dealing with professional services firms. Involvement in and ability to deal with interesting and challenging tax advisory projects. Alternatively, significant experience in private equity tax compliance or a combination of the two. Ability to manage a client portfolio. Experience of dealing with client senior management. Involvement in business development activities with new and/or existing clients. Self-motivated with excellent communication. Experience of supervising junior staff. A commitment to technical and personal development, with the drive and ambition to progress in a supportive environment and fulfil your full potential. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Description About the Role Were on the lookout for a Sales Team Leader to join our vibrant Contact Centre at Butlins. This is a fantastic opportunity to lead from the front, coaching, inspiring, and motivating a team of sales advisors to consistently exceed targets and deliver memorable guest experiences click apply for full job details
Jul 04, 2025
Full time
Description About the Role Were on the lookout for a Sales Team Leader to join our vibrant Contact Centre at Butlins. This is a fantastic opportunity to lead from the front, coaching, inspiring, and motivating a team of sales advisors to consistently exceed targets and deliver memorable guest experiences click apply for full job details
Job Title: Customer Support Advisor Location: London Salary: £11 per hour (£23k pro rata) In the role of Customer Support Advisor, you will be the first point of aftersales contact, delivering excellent customer service to our client's customers. Our client provides drivers with vehicle finance and short-term vehicles to rent so they can work for a well-established transportation company, Uber. They help people who have often never owned a car before, or been declined credit, enter into an agreement where they work towards owning their own car. General Customer Service Acting as a first point of contact for any customer service queries or complaints. Answering inbound calls. Resolving customer queries or allocating to the responsible team member. Making outbound calls to contact customers as required (examples would be around service bookings, expired documentation, or rental renewals). Managing customer support tickets in our CRM. Resolving customer queries or allocating to the responsible team within the business. Vehicle and Customer Administration Generating contracts in our loan management system for rental and non-regulated rent-to-buy products. Providing customers with contract and vehicle documentation. General fleet and customer administration activity, which will include management of vehicle licence renewals, fines or penalties received into the business, and maintenance of vehicle and customer documentation. Person Requirements Hard working. A friendly personality. Good communication skills via email, phone, text, etc. A basic understanding of, and interest in, vehicles. Strong attention to detail. Enjoy contributing to the team and growing with our company. A good communicator, patient, understanding, and genuinely enjoys helping customers. Good time management and multi-tasking skills. Happy to work under pressure.
Jul 04, 2025
Full time
Job Title: Customer Support Advisor Location: London Salary: £11 per hour (£23k pro rata) In the role of Customer Support Advisor, you will be the first point of aftersales contact, delivering excellent customer service to our client's customers. Our client provides drivers with vehicle finance and short-term vehicles to rent so they can work for a well-established transportation company, Uber. They help people who have often never owned a car before, or been declined credit, enter into an agreement where they work towards owning their own car. General Customer Service Acting as a first point of contact for any customer service queries or complaints. Answering inbound calls. Resolving customer queries or allocating to the responsible team member. Making outbound calls to contact customers as required (examples would be around service bookings, expired documentation, or rental renewals). Managing customer support tickets in our CRM. Resolving customer queries or allocating to the responsible team within the business. Vehicle and Customer Administration Generating contracts in our loan management system for rental and non-regulated rent-to-buy products. Providing customers with contract and vehicle documentation. General fleet and customer administration activity, which will include management of vehicle licence renewals, fines or penalties received into the business, and maintenance of vehicle and customer documentation. Person Requirements Hard working. A friendly personality. Good communication skills via email, phone, text, etc. A basic understanding of, and interest in, vehicles. Strong attention to detail. Enjoy contributing to the team and growing with our company. A good communicator, patient, understanding, and genuinely enjoys helping customers. Good time management and multi-tasking skills. Happy to work under pressure.
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll help you succeed We are looking for someone who is willing to get involved, and who is keen to learn and develop - the team will support you in gaining market knowledge, skills, and technical expertise to help build your career. At BDO we are proud of our Workable hybrid working framework - we have core team days, and an expectation that team members will be at our Baker Street hub for at least 2 days a week, but otherwise you will have substantial freedom to plan your balance of time in the office and time at home. You will be joining one of the largest Professional Services tax teams in London. We serve a wide variety of clients within the sector, including law firms, consultants, recruiters, architects and property services firms, as well as financial services businesses and private equity firms. We also look after their Partners and Senior Executives. The role provides an exceptional opportunity for the successful candidate to develop their technical, commercial and client relationship skills in a supportive and collaborative environment, working with colleagues who are recognised as experts in the sector. Our client base will provide you with a fantastic opportunity to work on a challenging and varied portfolio, delivering tax reporting, compliance and advisory services both in the UK and internationally. You will have the chance to deal with matters relating to the management of clients operating within the professional services and investment fund management sectors, particularly partnerships/LLPs and their partners, as well as some corporate businesses. Furthermore, you will be able to consider and highlight further opportunities to develop new work. When you join us, we'll make your growth our priority. If you can demonstrate the following skills, we can help you go far. Responsibilities You will be trusted to lead client relationships and run your portfolio of clients, supported by directors and partners in the team and working with more junior colleagues. You will work in a team leading the market in professional partnerships - your portfolio will include an exciting and prestigious range of clients operating within the professional services sector, particularly partnerships/LLPs and their partners, as well as some corporate businesses. You will: Help to drive the professional services strategy of BDO by building your profile in the market, overseeing top quality tax advice and compliance, getting to know your clients and their issues, and looking for opportunities. Run client relationships - acting as a key point of contact for clients, ensuring the team respond promptly to, as well as anticipate, client requests/needs, and maintaining regular contact with clients. Oversee a portfolio of clients, taking responsibility for delivery of tax compliance and advisory services supported by managers and the junior team. Deal with interesting and varied tax issues. Recognise and seek out business and sales opportunities and work with the Partners to develop these. Develop your own network of contacts internally and externally, supporting your own career development and the growth of our business. Actively participate in the management of the group. Be responsible for coaching and developing managers and more junior members of staff. Actively share knowledge and experiences with others in the firm. Requirements Qualified ACA/CTA (or equivalent) with demonstrable post-qualified experience. Ideally the candidate would have relevant experience in a partnership tax compliance and advisory role or a corporate and personal tax compliance and advisory role, with experience of dealing with professional services firms. Involvement in and ability to deal with interesting and challenging tax advisory projects. Alternatively, significant experience in private equity tax compliance or a combination of the two. Ability to manage a client portfolio. Experience of dealing with client senior management. Involvement in business development activities with new and/or existing clients. Self-motivated with excellent communication. Experience of supervising junior staff. A commitment to technical and personal development, with the drive and ambition to progress in a supportive environment and fulfil your full potential. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Jul 04, 2025
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll help you succeed We are looking for someone who is willing to get involved, and who is keen to learn and develop - the team will support you in gaining market knowledge, skills, and technical expertise to help build your career. At BDO we are proud of our Workable hybrid working framework - we have core team days, and an expectation that team members will be at our Baker Street hub for at least 2 days a week, but otherwise you will have substantial freedom to plan your balance of time in the office and time at home. You will be joining one of the largest Professional Services tax teams in London. We serve a wide variety of clients within the sector, including law firms, consultants, recruiters, architects and property services firms, as well as financial services businesses and private equity firms. We also look after their Partners and Senior Executives. The role provides an exceptional opportunity for the successful candidate to develop their technical, commercial and client relationship skills in a supportive and collaborative environment, working with colleagues who are recognised as experts in the sector. Our client base will provide you with a fantastic opportunity to work on a challenging and varied portfolio, delivering tax reporting, compliance and advisory services both in the UK and internationally. You will have the chance to deal with matters relating to the management of clients operating within the professional services and investment fund management sectors, particularly partnerships/LLPs and their partners, as well as some corporate businesses. Furthermore, you will be able to consider and highlight further opportunities to develop new work. When you join us, we'll make your growth our priority. If you can demonstrate the following skills, we can help you go far. Responsibilities You will be trusted to lead client relationships and run your portfolio of clients, supported by directors and partners in the team and working with more junior colleagues. You will work in a team leading the market in professional partnerships - your portfolio will include an exciting and prestigious range of clients operating within the professional services sector, particularly partnerships/LLPs and their partners, as well as some corporate businesses. You will: Help to drive the professional services strategy of BDO by building your profile in the market, overseeing top quality tax advice and compliance, getting to know your clients and their issues, and looking for opportunities. Run client relationships - acting as a key point of contact for clients, ensuring the team respond promptly to, as well as anticipate, client requests/needs, and maintaining regular contact with clients. Oversee a portfolio of clients, taking responsibility for delivery of tax compliance and advisory services supported by managers and the junior team. Deal with interesting and varied tax issues. Recognise and seek out business and sales opportunities and work with the Partners to develop these. Develop your own network of contacts internally and externally, supporting your own career development and the growth of our business. Actively participate in the management of the group. Be responsible for coaching and developing managers and more junior members of staff. Actively share knowledge and experiences with others in the firm. Requirements Qualified ACA/CTA (or equivalent) with demonstrable post-qualified experience. Ideally the candidate would have relevant experience in a partnership tax compliance and advisory role or a corporate and personal tax compliance and advisory role, with experience of dealing with professional services firms. Involvement in and ability to deal with interesting and challenging tax advisory projects. Alternatively, significant experience in private equity tax compliance or a combination of the two. Ability to manage a client portfolio. Experience of dealing with client senior management. Involvement in business development activities with new and/or existing clients. Self-motivated with excellent communication. Experience of supervising junior staff. A commitment to technical and personal development, with the drive and ambition to progress in a supportive environment and fulfil your full potential. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll help you succeed We are looking for someone who is willing to get involved, and who is keen to learn and develop - the team will support you in gaining market knowledge, skills, and technical expertise to help build your career. At BDO we are proud of our Workable hybrid working framework - we have core team days, and an expectation that team members will be at our Baker Street hub for at least 2 days a week, but otherwise you will have substantial freedom to plan your balance of time in the office and time at home. You will be joining one of the largest Professional Services tax teams in London. We serve a wide variety of clients within the sector, including law firms, consultants, recruiters, architects and property services firms, as well as financial services businesses and private equity firms. We also look after their Partners and Senior Executives. The role provides an exceptional opportunity for the successful candidate to develop their technical, commercial and client relationship skills in a supportive and collaborative environment, working with colleagues who are recognised as experts in the sector. Our client base will provide you with a fantastic opportunity to work on a challenging and varied portfolio, delivering tax reporting, compliance and advisory services both in the UK and internationally. You will have the chance to deal with matters relating to the management of clients operating within the professional services and investment fund management sectors, particularly partnerships/LLPs and their partners, as well as some corporate businesses. Furthermore, you will be able to consider and highlight further opportunities to develop new work. When you join us, we'll make your growth our priority. If you can demonstrate the following skills, we can help you go far. Responsibilities You will be trusted to lead client relationships and run your portfolio of clients, supported by directors and partners in the team and working with more junior colleagues. You will work in a team leading the market in professional partnerships - your portfolio will include an exciting and prestigious range of clients operating within the professional services sector, particularly partnerships/LLPs and their partners, as well as some corporate businesses. You will: Help to drive the professional services strategy of BDO by building your profile in the market, overseeing top quality tax advice and compliance, getting to know your clients and their issues, and looking for opportunities. Run client relationships - acting as a key point of contact for clients, ensuring the team respond promptly to, as well as anticipate, client requests/needs, and maintaining regular contact with clients. Oversee a portfolio of clients, taking responsibility for delivery of tax compliance and advisory services supported by managers and the junior team. Deal with interesting and varied tax issues. Recognise and seek out business and sales opportunities and work with the Partners to develop these. Develop your own network of contacts internally and externally, supporting your own career development and the growth of our business. Actively participate in the management of the group. Be responsible for coaching and developing managers and more junior members of staff. Actively share knowledge and experiences with others in the firm. Requirements Qualified ACA/CTA (or equivalent) with demonstrable post-qualified experience. Ideally the candidate would have relevant experience in a partnership tax compliance and advisory role or a corporate and personal tax compliance and advisory role, with experience of dealing with professional services firms. Involvement in and ability to deal with interesting and challenging tax advisory projects. Alternatively, significant experience in private equity tax compliance or a combination of the two. Ability to manage a client portfolio. Experience of dealing with client senior management. Involvement in business development activities with new and/or existing clients. Self-motivated with excellent communication. Experience of supervising junior staff. A commitment to technical and personal development, with the drive and ambition to progress in a supportive environment and fulfil your full potential. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Jul 04, 2025
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll help you succeed We are looking for someone who is willing to get involved, and who is keen to learn and develop - the team will support you in gaining market knowledge, skills, and technical expertise to help build your career. At BDO we are proud of our Workable hybrid working framework - we have core team days, and an expectation that team members will be at our Baker Street hub for at least 2 days a week, but otherwise you will have substantial freedom to plan your balance of time in the office and time at home. You will be joining one of the largest Professional Services tax teams in London. We serve a wide variety of clients within the sector, including law firms, consultants, recruiters, architects and property services firms, as well as financial services businesses and private equity firms. We also look after their Partners and Senior Executives. The role provides an exceptional opportunity for the successful candidate to develop their technical, commercial and client relationship skills in a supportive and collaborative environment, working with colleagues who are recognised as experts in the sector. Our client base will provide you with a fantastic opportunity to work on a challenging and varied portfolio, delivering tax reporting, compliance and advisory services both in the UK and internationally. You will have the chance to deal with matters relating to the management of clients operating within the professional services and investment fund management sectors, particularly partnerships/LLPs and their partners, as well as some corporate businesses. Furthermore, you will be able to consider and highlight further opportunities to develop new work. When you join us, we'll make your growth our priority. If you can demonstrate the following skills, we can help you go far. Responsibilities You will be trusted to lead client relationships and run your portfolio of clients, supported by directors and partners in the team and working with more junior colleagues. You will work in a team leading the market in professional partnerships - your portfolio will include an exciting and prestigious range of clients operating within the professional services sector, particularly partnerships/LLPs and their partners, as well as some corporate businesses. You will: Help to drive the professional services strategy of BDO by building your profile in the market, overseeing top quality tax advice and compliance, getting to know your clients and their issues, and looking for opportunities. Run client relationships - acting as a key point of contact for clients, ensuring the team respond promptly to, as well as anticipate, client requests/needs, and maintaining regular contact with clients. Oversee a portfolio of clients, taking responsibility for delivery of tax compliance and advisory services supported by managers and the junior team. Deal with interesting and varied tax issues. Recognise and seek out business and sales opportunities and work with the Partners to develop these. Develop your own network of contacts internally and externally, supporting your own career development and the growth of our business. Actively participate in the management of the group. Be responsible for coaching and developing managers and more junior members of staff. Actively share knowledge and experiences with others in the firm. Requirements Qualified ACA/CTA (or equivalent) with demonstrable post-qualified experience. Ideally the candidate would have relevant experience in a partnership tax compliance and advisory role or a corporate and personal tax compliance and advisory role, with experience of dealing with professional services firms. Involvement in and ability to deal with interesting and challenging tax advisory projects. Alternatively, significant experience in private equity tax compliance or a combination of the two. Ability to manage a client portfolio. Experience of dealing with client senior management. Involvement in business development activities with new and/or existing clients. Self-motivated with excellent communication. Experience of supervising junior staff. A commitment to technical and personal development, with the drive and ambition to progress in a supportive environment and fulfil your full potential. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Welcome to Charters, we're known for bringing local knowledge and strong values together, to put people first. As part of Lomond, the UK's leading network of lettings and estate agencies, we're proud to have 10 offices and over 150 staff ready to assist our customers. With our team's extensive industry expertise and local knowledge, we're here to help people find, sell, and let their property. Now, we're happy to offer you an exciting opportunity to join as a Sales Advisor at Mountbatten Park, an exciting new development by CG Fry & Son near Romsey. The successful candidate will be the first point of contact for potential buyers and play a key role in delivering an exceptional customer journey from enquiry through to completion. The realistic OTE for this role is £40,000. Let's talk about the role. It involves Greet and engage with prospective buyers visiting the marketing suite and show homes Provide detailed and accurate information about the Mountbatten Park development and CG Fry's homes Conduct viewings and deliver tailored property tours, highlighting key features and benefits Guide buyers through the full sales process, from initial enquiry through reservation to legal completion Liaise with solicitors, mortgage advisors, and other stakeholders to progress sales smoothly Maintain accurate records of leads, enquiries, and sales using the CRM system Support the Marketing team with promotional events, signage, and advertising strategies Ensure the marketing suite and show homes are presented to a high standard at all times Work collaboratively with the site team and head office to coordinate handovers and snagging We're not just looking for someone who fits our team; we want to be a good fit for you too! We're looking for individuals with qualities such as; Previous experience in new homes sales or property sales is desirable Excellent communication and customer service skills Strong sales acumen and target-driven mindset Professional and personable manner with the ability to build rapport quickly IT proficient and confident in using CRM systems and email Self-motivated, well-organised, and able to work independently and as part of a team Ability to work weekends Here's what you can look forward to: Our smart spending app gives you discounts at over 900 retailers and our wellbeing centre is packed with resources to help you get active, eat healthier, improve your financial wellbeing, and master your mental health. Our Employee Assistance Programme offers free counselling support sessions. Our annual leave purchase scheme, where you can buy up to an extra 5 days of holiday. Get the latest gadgets and appliances with our Smart Tech Scheme. We're committed to reducing our carbon footprint with our Cycle2Work Scheme. We offer enhanced Family Friendly Leave for maternity, paternity, adoption, and IVF. You'll enjoy competitive base pay that aligns with market value, plus incentivised commission and performance bonuses for most roles. Celebrate your loyalty with special days and celebrations for length of service. Planning for retirement? We've got you covered with that important pension pot. We'll support your professional development by funding your professional qualifications, so you can reach your full potential and build your career. And of course, we like to have a little fun too! Our company socials bring our people together. So work hard, and then socialise even harder! We're excited to offer these amazing benefits to our hardworking teams. It's our way of showing appreciation for your dedication. At Charters, we value diversity and inclusion. We welcome applicants of all nationalities, backgrounds, abilities, and perspectives. Join us and experience a workplace that truly values you. Apply today!
Jul 04, 2025
Full time
Welcome to Charters, we're known for bringing local knowledge and strong values together, to put people first. As part of Lomond, the UK's leading network of lettings and estate agencies, we're proud to have 10 offices and over 150 staff ready to assist our customers. With our team's extensive industry expertise and local knowledge, we're here to help people find, sell, and let their property. Now, we're happy to offer you an exciting opportunity to join as a Sales Advisor at Mountbatten Park, an exciting new development by CG Fry & Son near Romsey. The successful candidate will be the first point of contact for potential buyers and play a key role in delivering an exceptional customer journey from enquiry through to completion. The realistic OTE for this role is £40,000. Let's talk about the role. It involves Greet and engage with prospective buyers visiting the marketing suite and show homes Provide detailed and accurate information about the Mountbatten Park development and CG Fry's homes Conduct viewings and deliver tailored property tours, highlighting key features and benefits Guide buyers through the full sales process, from initial enquiry through reservation to legal completion Liaise with solicitors, mortgage advisors, and other stakeholders to progress sales smoothly Maintain accurate records of leads, enquiries, and sales using the CRM system Support the Marketing team with promotional events, signage, and advertising strategies Ensure the marketing suite and show homes are presented to a high standard at all times Work collaboratively with the site team and head office to coordinate handovers and snagging We're not just looking for someone who fits our team; we want to be a good fit for you too! We're looking for individuals with qualities such as; Previous experience in new homes sales or property sales is desirable Excellent communication and customer service skills Strong sales acumen and target-driven mindset Professional and personable manner with the ability to build rapport quickly IT proficient and confident in using CRM systems and email Self-motivated, well-organised, and able to work independently and as part of a team Ability to work weekends Here's what you can look forward to: Our smart spending app gives you discounts at over 900 retailers and our wellbeing centre is packed with resources to help you get active, eat healthier, improve your financial wellbeing, and master your mental health. Our Employee Assistance Programme offers free counselling support sessions. Our annual leave purchase scheme, where you can buy up to an extra 5 days of holiday. Get the latest gadgets and appliances with our Smart Tech Scheme. We're committed to reducing our carbon footprint with our Cycle2Work Scheme. We offer enhanced Family Friendly Leave for maternity, paternity, adoption, and IVF. You'll enjoy competitive base pay that aligns with market value, plus incentivised commission and performance bonuses for most roles. Celebrate your loyalty with special days and celebrations for length of service. Planning for retirement? We've got you covered with that important pension pot. We'll support your professional development by funding your professional qualifications, so you can reach your full potential and build your career. And of course, we like to have a little fun too! Our company socials bring our people together. So work hard, and then socialise even harder! We're excited to offer these amazing benefits to our hardworking teams. It's our way of showing appreciation for your dedication. At Charters, we value diversity and inclusion. We welcome applicants of all nationalities, backgrounds, abilities, and perspectives. Join us and experience a workplace that truly values you. Apply today!
Job Title - Customer Service Executive - Luxury Travel Department/Sector - Travel Job Location - London Salary - £20k - £22k Our client has a Customer Relations Role, in the role you will be the key point of contact for the customer in respect to service delivery both pre/post-holiday and whilst on tour. In the role you will be responsible for all aspects of customer relations within the business dealing directly with both positive and negative feedback in an empathetic and constructive manner. The role requires someone with good knowledge of Microsoft IT systems, social media and database management supported by strong negotiating skills with excellent organisation and attention to detail. You must have at least 5 years' experience in Customer Service with knowledge of the travel industry displaying outstanding verbal and written communication with a good understanding of all legal obligations to include Package Travel regulations and ABTA guidelines. Another large part of the role is health and safety for the guests on holiday. You will review excursions, hotels and transport. Responsibilities: The key contact for all customer service communications. Monitoring and replying to all emails in the dedicated Customer Relations inbox. Acknowledge all complimentary letters in order to build and maintain ongoing customer relationships. Investigate all complaints communicating directly with office abroad. Ensure that any sub-standard service delivered on the ground is rectified for future customers. Reply to all complaints offering the appropriate level of compensation depending on the severity of the matter. Become the core point of contact dealing with any issues in resort, maintaining close contact with all local operators. Log all Customer Relations activity and produce regular reports detailing certain patterns and areas for improvement. Maintain the Customer Relations database ensuring that all activity is correctly filed and documented. Monitor online forums such as TripAdvisor and respond appropriately. Have a good understanding of ABTA and the legal obligations. Communicate both written and orally to all of our returning customers 'Welcoming them Home'. Obtain feedback and communicate agreed marketing and sales messages. Analysing quantifiable CSQ data and send statistical reports to all departments concerned. Maintaining a testimonial database to provide client comments/feedback for marketing and brochures. Build rapport with VIP passengers ensuring that all aspects of the business go 'the extra mile' for these very special customers. Ensure all of the office is up to date with our VIP customers and are aware of the benefits these customers should receive. Work closely with the marketing team to gain a great understanding of our customers' requirements and needs, developed through effective customer insight.
Jul 03, 2025
Full time
Job Title - Customer Service Executive - Luxury Travel Department/Sector - Travel Job Location - London Salary - £20k - £22k Our client has a Customer Relations Role, in the role you will be the key point of contact for the customer in respect to service delivery both pre/post-holiday and whilst on tour. In the role you will be responsible for all aspects of customer relations within the business dealing directly with both positive and negative feedback in an empathetic and constructive manner. The role requires someone with good knowledge of Microsoft IT systems, social media and database management supported by strong negotiating skills with excellent organisation and attention to detail. You must have at least 5 years' experience in Customer Service with knowledge of the travel industry displaying outstanding verbal and written communication with a good understanding of all legal obligations to include Package Travel regulations and ABTA guidelines. Another large part of the role is health and safety for the guests on holiday. You will review excursions, hotels and transport. Responsibilities: The key contact for all customer service communications. Monitoring and replying to all emails in the dedicated Customer Relations inbox. Acknowledge all complimentary letters in order to build and maintain ongoing customer relationships. Investigate all complaints communicating directly with office abroad. Ensure that any sub-standard service delivered on the ground is rectified for future customers. Reply to all complaints offering the appropriate level of compensation depending on the severity of the matter. Become the core point of contact dealing with any issues in resort, maintaining close contact with all local operators. Log all Customer Relations activity and produce regular reports detailing certain patterns and areas for improvement. Maintain the Customer Relations database ensuring that all activity is correctly filed and documented. Monitor online forums such as TripAdvisor and respond appropriately. Have a good understanding of ABTA and the legal obligations. Communicate both written and orally to all of our returning customers 'Welcoming them Home'. Obtain feedback and communicate agreed marketing and sales messages. Analysing quantifiable CSQ data and send statistical reports to all departments concerned. Maintaining a testimonial database to provide client comments/feedback for marketing and brochures. Build rapport with VIP passengers ensuring that all aspects of the business go 'the extra mile' for these very special customers. Ensure all of the office is up to date with our VIP customers and are aware of the benefits these customers should receive. Work closely with the marketing team to gain a great understanding of our customers' requirements and needs, developed through effective customer insight.
Job Title: Customer Service Executive - Luxury Travel Department/Sector: Travel Job Location: London Salary: £22k - £24k Our client has a Customer Relations Role, in which you will be the key point of contact for the customer in respect to service delivery both pre/post-holiday and whilst on tour. In this role, you will be responsible for all aspects of customer relations within the business, dealing directly with both positive and negative feedback in an empathetic and constructive manner. The role requires someone with good knowledge of Microsoft IT systems, social media, and database management, supported by strong negotiating skills with excellent organization and attention to detail. You must have at least 5 years' experience in Customer Service with knowledge of the travel industry, displaying outstanding verbal and written communication skills, along with a good understanding of all legal obligations, including Package Travel regulations and ABTA guidelines. Another large part of the role is health and safety for the guests on holiday. You will review excursions, hotels, and transport. Responsibilities: The key contact for all customer service communications. Monitoring and replying to all emails in the dedicated Customer Relations inbox. Acknowledge all complimentary letters to build and maintain ongoing customer relationships. Investigate all complaints, communicating directly with the office abroad. Ensure that any sub-standard service delivered on the ground is rectified for future customers. Reply to all complaints, offering the appropriate level of compensation depending on the severity of the matter. Become the core point of contact dealing with any issues in resort, maintaining close contact with all local operators. Log all Customer Relations activity and produce regular reports detailing certain patterns and areas for improvement. Maintain the Customer Relations database, ensuring that all activity is correctly filed and documented. Monitor online forums such as TripAdvisor and respond appropriately. Have a good understanding of ABTA and the legal obligations. Communicate both written and orally to all of our returning customers, 'Welcoming them Home'. Obtain feedback and communicate agreed marketing and sales messages. Analyze quantifiable CSQ data and send statistical reports to all departments concerned. Maintain a testimonial database to provide client comments/feedback for marketing and brochures. Build rapport with VIP passengers, ensuring that all aspects of the business go 'the extra mile' for these very special customers. Ensure all of the office is up to date with our VIP customers and are aware of the benefits these customers should receive. Work closely with the marketing team to gain a great understanding of our customers' requirements and needs, developed through effective customer insight.
Jul 03, 2025
Full time
Job Title: Customer Service Executive - Luxury Travel Department/Sector: Travel Job Location: London Salary: £22k - £24k Our client has a Customer Relations Role, in which you will be the key point of contact for the customer in respect to service delivery both pre/post-holiday and whilst on tour. In this role, you will be responsible for all aspects of customer relations within the business, dealing directly with both positive and negative feedback in an empathetic and constructive manner. The role requires someone with good knowledge of Microsoft IT systems, social media, and database management, supported by strong negotiating skills with excellent organization and attention to detail. You must have at least 5 years' experience in Customer Service with knowledge of the travel industry, displaying outstanding verbal and written communication skills, along with a good understanding of all legal obligations, including Package Travel regulations and ABTA guidelines. Another large part of the role is health and safety for the guests on holiday. You will review excursions, hotels, and transport. Responsibilities: The key contact for all customer service communications. Monitoring and replying to all emails in the dedicated Customer Relations inbox. Acknowledge all complimentary letters to build and maintain ongoing customer relationships. Investigate all complaints, communicating directly with the office abroad. Ensure that any sub-standard service delivered on the ground is rectified for future customers. Reply to all complaints, offering the appropriate level of compensation depending on the severity of the matter. Become the core point of contact dealing with any issues in resort, maintaining close contact with all local operators. Log all Customer Relations activity and produce regular reports detailing certain patterns and areas for improvement. Maintain the Customer Relations database, ensuring that all activity is correctly filed and documented. Monitor online forums such as TripAdvisor and respond appropriately. Have a good understanding of ABTA and the legal obligations. Communicate both written and orally to all of our returning customers, 'Welcoming them Home'. Obtain feedback and communicate agreed marketing and sales messages. Analyze quantifiable CSQ data and send statistical reports to all departments concerned. Maintain a testimonial database to provide client comments/feedback for marketing and brochures. Build rapport with VIP passengers, ensuring that all aspects of the business go 'the extra mile' for these very special customers. Ensure all of the office is up to date with our VIP customers and are aware of the benefits these customers should receive. Work closely with the marketing team to gain a great understanding of our customers' requirements and needs, developed through effective customer insight.
Job Title - Customer Support Advisor - Flexible vehicle solutions for ride hailing drivers Job Location - London Salary - £25k plus bonus Our client is a vehicle finance and rental company providing flexible vehicle solutions for ride hailing drivers, focused on electric vehicles. In the role of Customer Support Advisor, you will be the first point of after-sales contact for drivers wishing to discuss their vehicle or hire contract. Our client can offer the option for hybrid working once the initial probation period has been successfully completed. In this role, you will look after general fleet and customer administration activities. This will include management of vehicle licence renewals, any fines or penalties received into the business, maintenance of vehicle and customer documentation, and general data entry within our operating systems. Key Responsibilities: Acting as a first point of contact for any customer service queries regarding the customer's vehicle or account. Providing support and guidance around servicing, licensing, and insurance claims. Answering inbound calls. Resolving customer queries or allocating them to the responsible team member. Making outbound calls to contact customers as required (examples would be around service bookings, expired documentation, or rental renewals). Managing customer support tickets on CRM. Skills Required: Hardworking A friendly personality Good communication skills via email, phone, and text A basic understanding of, and interest in, vehicles Strong attention to detail Enjoy contributing to the team and growing with our company A good communicator, patient, understanding, and genuinely enjoys helping customers. Good time management and multi-tasking skills. Happy to work under pressure
Jul 03, 2025
Full time
Job Title - Customer Support Advisor - Flexible vehicle solutions for ride hailing drivers Job Location - London Salary - £25k plus bonus Our client is a vehicle finance and rental company providing flexible vehicle solutions for ride hailing drivers, focused on electric vehicles. In the role of Customer Support Advisor, you will be the first point of after-sales contact for drivers wishing to discuss their vehicle or hire contract. Our client can offer the option for hybrid working once the initial probation period has been successfully completed. In this role, you will look after general fleet and customer administration activities. This will include management of vehicle licence renewals, any fines or penalties received into the business, maintenance of vehicle and customer documentation, and general data entry within our operating systems. Key Responsibilities: Acting as a first point of contact for any customer service queries regarding the customer's vehicle or account. Providing support and guidance around servicing, licensing, and insurance claims. Answering inbound calls. Resolving customer queries or allocating them to the responsible team member. Making outbound calls to contact customers as required (examples would be around service bookings, expired documentation, or rental renewals). Managing customer support tickets on CRM. Skills Required: Hardworking A friendly personality Good communication skills via email, phone, and text A basic understanding of, and interest in, vehicles Strong attention to detail Enjoy contributing to the team and growing with our company A good communicator, patient, understanding, and genuinely enjoys helping customers. Good time management and multi-tasking skills. Happy to work under pressure
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. We'll broaden your horizons Working hard and working together, our Tax team thrives on keeping busy. Friendly, driven and diverse, they service our clients across the country and around the world. By providing expertise in many different specialist areas of tax, they collaborate across BDO to deliver wider business solutions. From meeting clients' evolving business needs to managing changes to legislation, there are always fresh challenges to face in the Tax team. If you're after a career that will keep you on your toes, we'll give you the autonomy to drive your career forward. We'll help you succeed Our rapidly growing Private Client Services team offers a plethora of carefully tailored services to an equally varied range of clients - from UK and offshore Trusts, Charities and Estates, to entrepreneurs, entertainers and more. Our expertise helps to manage their global tax proactively and seamlessly. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. The primary responsibility will be to act as a point of contact within the firm for the client together with the partner and senior staff. You will deal with all matters relating to the management of a portfolio of existing clients including billings and cash collection within the firm's criteria but with a significant element of ad hoc consultancy work. Key to the role is for the individual to be able to pro-actively manage their own workload, provide overall support to Partners on client matters and assist Partners in the management of the group. Furthermore, the individual will be expected to recognise business and sales opportunities and progress these forward with senior staff and Partners. When you join us, we'll make your growth our priority. If you can demonstrate the following skills, we can help you go far. We're looking for someone with: Strong understanding of the technical complexities that our clients face and be able to provide clear, concise and practical advice Strong technical ability in the field of private client, in trust, estate, IHT and succession planning advice to wealthy individuals and trustees Ability to maintain an in depth, up to date, knowledge of taxation Project management experience Team management experience. Demonstrable experience of successfully managing a substantial client portfolio An inquisitive nature, able to identify opportunities to enhance our client offering Senior stakeholder management experience. CTA and/or STEP qualified or equivalent You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Jul 03, 2025
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. We'll broaden your horizons Working hard and working together, our Tax team thrives on keeping busy. Friendly, driven and diverse, they service our clients across the country and around the world. By providing expertise in many different specialist areas of tax, they collaborate across BDO to deliver wider business solutions. From meeting clients' evolving business needs to managing changes to legislation, there are always fresh challenges to face in the Tax team. If you're after a career that will keep you on your toes, we'll give you the autonomy to drive your career forward. We'll help you succeed Our rapidly growing Private Client Services team offers a plethora of carefully tailored services to an equally varied range of clients - from UK and offshore Trusts, Charities and Estates, to entrepreneurs, entertainers and more. Our expertise helps to manage their global tax proactively and seamlessly. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. The primary responsibility will be to act as a point of contact within the firm for the client together with the partner and senior staff. You will deal with all matters relating to the management of a portfolio of existing clients including billings and cash collection within the firm's criteria but with a significant element of ad hoc consultancy work. Key to the role is for the individual to be able to pro-actively manage their own workload, provide overall support to Partners on client matters and assist Partners in the management of the group. Furthermore, the individual will be expected to recognise business and sales opportunities and progress these forward with senior staff and Partners. When you join us, we'll make your growth our priority. If you can demonstrate the following skills, we can help you go far. We're looking for someone with: Strong understanding of the technical complexities that our clients face and be able to provide clear, concise and practical advice Strong technical ability in the field of private client, in trust, estate, IHT and succession planning advice to wealthy individuals and trustees Ability to maintain an in depth, up to date, knowledge of taxation Project management experience Team management experience. Demonstrable experience of successfully managing a substantial client portfolio An inquisitive nature, able to identify opportunities to enhance our client offering Senior stakeholder management experience. CTA and/or STEP qualified or equivalent You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll help you succeed We are looking for someone who is willing to get involved, and who is keen to learn and develop - the team will support you in gaining market knowledge, skills, and technical expertise to help build your career. At BDO we are proud of our Workable hybrid working framework - we have core team days, and an expectation that team members will be at our Baker Street hub for at least 2 days a week, but otherwise you will have substantial freedom to plan your balance of time in the office and time at home. You will be joining one of the largest Professional Services tax teams in London. We serve a wide variety of clients within the sector, including law firms, consultants, recruiters, architects and property services firms, as well as financial services businesses and private equity firms. We also look after their Partners and Senior Executives. The role provides an exceptional opportunity for the successful candidate to develop their technical, commercial and client relationship skills in a supportive and collaborative environment, working with colleagues who are recognised as experts in the sector. Our client base will provide you with a fantastic opportunity to work on a challenging and varied portfolio, delivering tax reporting, compliance and advisory services both in the UK and internationally. You will have the chance to deal with matters relating to the management of clients operating within the professional services and investment fund management sectors, particularly partnerships/LLPs and their partners, as well as some corporate businesses. Furthermore, you will be able to consider and highlight further opportunities to develop new work. When you join us, we'll make your growth our priority. If you can demonstrate the following skills, we can help you go far. Responsibilities You will be trusted to lead client relationships and run your portfolio of clients, supported by directors and partners in the team and working with more junior colleagues. You will work in a team leading the market in professional partnerships - your portfolio will include an exciting and prestigious range of clients operating within the professional services sector, particularly partnerships/LLPs and their partners, as well as some corporate businesses. You will: Help to drive the professional services strategy of BDO by building your profile in the market, overseeing top quality tax advice and compliance, getting to know your clients and their issues, and looking for opportunities. Run client relationships - acting as a key point of contact for clients, ensuring the team respond promptly to, as well as anticipate, client requests/needs, and maintaining regular contact with clients. Oversee a portfolio of clients, taking responsibility for delivery of tax compliance and advisory services supported by managers and the junior team. Deal with interesting and varied tax issues. Recognise and seek out business and sales opportunities and work with the Partners to develop these. Develop your own network of contacts internally and externally, supporting your own career development and the growth of our business. Actively participate in the management of the group. Be responsible for coaching and developing managers and more junior members of staff. Actively share knowledge and experiences with others in the firm. Requirements Qualified ACA/CTA (or equivalent) with demonstrable post-qualified experience. Ideally the candidate would have relevant experience in a partnership tax compliance and advisory role or a corporate and personal tax compliance and advisory role, with experience of dealing with professional services firms. Involvement in and ability to deal with interesting and challenging tax advisory projects. Alternatively, significant experience in private equity tax compliance or a combination of the two. Ability to manage a client portfolio. Experience of dealing with client senior management. Involvement in business development activities with new and/or existing clients. Self-motivated with excellent communication. Experience of supervising junior staff. A commitment to technical and personal development, with the drive and ambition to progress in a supportive environment and fulfil your full potential. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Jul 03, 2025
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll help you succeed We are looking for someone who is willing to get involved, and who is keen to learn and develop - the team will support you in gaining market knowledge, skills, and technical expertise to help build your career. At BDO we are proud of our Workable hybrid working framework - we have core team days, and an expectation that team members will be at our Baker Street hub for at least 2 days a week, but otherwise you will have substantial freedom to plan your balance of time in the office and time at home. You will be joining one of the largest Professional Services tax teams in London. We serve a wide variety of clients within the sector, including law firms, consultants, recruiters, architects and property services firms, as well as financial services businesses and private equity firms. We also look after their Partners and Senior Executives. The role provides an exceptional opportunity for the successful candidate to develop their technical, commercial and client relationship skills in a supportive and collaborative environment, working with colleagues who are recognised as experts in the sector. Our client base will provide you with a fantastic opportunity to work on a challenging and varied portfolio, delivering tax reporting, compliance and advisory services both in the UK and internationally. You will have the chance to deal with matters relating to the management of clients operating within the professional services and investment fund management sectors, particularly partnerships/LLPs and their partners, as well as some corporate businesses. Furthermore, you will be able to consider and highlight further opportunities to develop new work. When you join us, we'll make your growth our priority. If you can demonstrate the following skills, we can help you go far. Responsibilities You will be trusted to lead client relationships and run your portfolio of clients, supported by directors and partners in the team and working with more junior colleagues. You will work in a team leading the market in professional partnerships - your portfolio will include an exciting and prestigious range of clients operating within the professional services sector, particularly partnerships/LLPs and their partners, as well as some corporate businesses. You will: Help to drive the professional services strategy of BDO by building your profile in the market, overseeing top quality tax advice and compliance, getting to know your clients and their issues, and looking for opportunities. Run client relationships - acting as a key point of contact for clients, ensuring the team respond promptly to, as well as anticipate, client requests/needs, and maintaining regular contact with clients. Oversee a portfolio of clients, taking responsibility for delivery of tax compliance and advisory services supported by managers and the junior team. Deal with interesting and varied tax issues. Recognise and seek out business and sales opportunities and work with the Partners to develop these. Develop your own network of contacts internally and externally, supporting your own career development and the growth of our business. Actively participate in the management of the group. Be responsible for coaching and developing managers and more junior members of staff. Actively share knowledge and experiences with others in the firm. Requirements Qualified ACA/CTA (or equivalent) with demonstrable post-qualified experience. Ideally the candidate would have relevant experience in a partnership tax compliance and advisory role or a corporate and personal tax compliance and advisory role, with experience of dealing with professional services firms. Involvement in and ability to deal with interesting and challenging tax advisory projects. Alternatively, significant experience in private equity tax compliance or a combination of the two. Ability to manage a client portfolio. Experience of dealing with client senior management. Involvement in business development activities with new and/or existing clients. Self-motivated with excellent communication. Experience of supervising junior staff. A commitment to technical and personal development, with the drive and ambition to progress in a supportive environment and fulfil your full potential. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Chatterbox - Enterprise Customer Success Manager About the job We are seeking an experienced Enterprise Customer Success Manager who can build durable relationships with customers and act as a trusted advisor to work with our corporate clients. You will act as the main point of contact for driving product adoption and engagement for Chatterbox's clients and partners. This role is ideal for a dynamic individual with innovative thinking, technical skills, and solid business acumen. The Enterprise Customer Success Manager will lead sales engagement efforts and directly impact Chatterbox's revenue and growth. A passion for driving product adoption, customer satisfaction, and identifying account growth opportunities is essential. The individual will ensure clients see the value of Chatterbox's solutions and advise on best practices for success. About Chatterbox Chatterbox connects marginalized people with tech jobs. We develop technology that links talented yet overlooked workers with opportunities in tech, starting with the online language learning industry. Our award-winning EdTech SaaS platform empowers overlooked talent, from refugees to returnee mothers, to teach their native languages online and turn their cultural and linguistic diversity into a superpower. Supported by top investors and recognized by outlets like Bloomberg and BBC, this is a unique opportunity to work in a fast-growing, socially impactful startup. Key Responsibilities: Ensure client retention and satisfaction Act as a trusted advisor to drive adoption and demonstrate the value of Chatterbox Educate and train customers on our products and services Partner with stakeholders to establish goals, success criteria, and KPIs aligned with their business strategies Monitor adoption and usage trends; provide recommendations based on risk assessments and business needs Develop a thorough understanding of customer implementations, stakeholders, and needs Set clear retention goals and milestones for clients Participate in business reviews with clients Anticipate client decisions and uncover business needs to leverage Chatterbox's offerings effectively Collaborate with internal teams to align account activities with client strategies Maintain high organization and prioritize effectively Lead renewal processes and coordinate upsell opportunities with sales and account teams Build strong cross-functional relationships with Support, Sales, and Product Management Create resources for training and best practices Required Experience: 5+ years in a customer-facing role, preferably in SaaS Successful track record as a consultant managing diverse accounts Experience building relationships with mid-market, public sector, and enterprise clients Ability to understand and present product features aligned with customer strategies Strong communication skills and responsiveness to customer needs Team-oriented with accountability and customer care Strong analytical and problem-solving skills Adaptability and willingness to grow in a fast-paced startup environment Ability to handle pressure and think creatively About the company Chatterbox provides tailored language courses for professionals, powered by refugee talent. We deliver award-winning online language learning, taught by expert refugee coaches, to organizations seeking to enhance their language capabilities. Notice Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. We provide accommodations for applicants with disabilities. Contact or call for assistance. All new hires must complete Form I-9 and provide proof of identity and work eligibility. An Automated Employment Decision Tool (AEDT) will assess skills and responses. For bias audit details, visit NYC applicants may request alternative processes at or .
Jul 03, 2025
Full time
Chatterbox - Enterprise Customer Success Manager About the job We are seeking an experienced Enterprise Customer Success Manager who can build durable relationships with customers and act as a trusted advisor to work with our corporate clients. You will act as the main point of contact for driving product adoption and engagement for Chatterbox's clients and partners. This role is ideal for a dynamic individual with innovative thinking, technical skills, and solid business acumen. The Enterprise Customer Success Manager will lead sales engagement efforts and directly impact Chatterbox's revenue and growth. A passion for driving product adoption, customer satisfaction, and identifying account growth opportunities is essential. The individual will ensure clients see the value of Chatterbox's solutions and advise on best practices for success. About Chatterbox Chatterbox connects marginalized people with tech jobs. We develop technology that links talented yet overlooked workers with opportunities in tech, starting with the online language learning industry. Our award-winning EdTech SaaS platform empowers overlooked talent, from refugees to returnee mothers, to teach their native languages online and turn their cultural and linguistic diversity into a superpower. Supported by top investors and recognized by outlets like Bloomberg and BBC, this is a unique opportunity to work in a fast-growing, socially impactful startup. Key Responsibilities: Ensure client retention and satisfaction Act as a trusted advisor to drive adoption and demonstrate the value of Chatterbox Educate and train customers on our products and services Partner with stakeholders to establish goals, success criteria, and KPIs aligned with their business strategies Monitor adoption and usage trends; provide recommendations based on risk assessments and business needs Develop a thorough understanding of customer implementations, stakeholders, and needs Set clear retention goals and milestones for clients Participate in business reviews with clients Anticipate client decisions and uncover business needs to leverage Chatterbox's offerings effectively Collaborate with internal teams to align account activities with client strategies Maintain high organization and prioritize effectively Lead renewal processes and coordinate upsell opportunities with sales and account teams Build strong cross-functional relationships with Support, Sales, and Product Management Create resources for training and best practices Required Experience: 5+ years in a customer-facing role, preferably in SaaS Successful track record as a consultant managing diverse accounts Experience building relationships with mid-market, public sector, and enterprise clients Ability to understand and present product features aligned with customer strategies Strong communication skills and responsiveness to customer needs Team-oriented with accountability and customer care Strong analytical and problem-solving skills Adaptability and willingness to grow in a fast-paced startup environment Ability to handle pressure and think creatively About the company Chatterbox provides tailored language courses for professionals, powered by refugee talent. We deliver award-winning online language learning, taught by expert refugee coaches, to organizations seeking to enhance their language capabilities. Notice Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. We provide accommodations for applicants with disabilities. Contact or call for assistance. All new hires must complete Form I-9 and provide proof of identity and work eligibility. An Automated Employment Decision Tool (AEDT) will assess skills and responses. For bias audit details, visit NYC applicants may request alternative processes at or .
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. We'll broaden your horizons Working hard and working together, our Tax team thrives on keeping busy. Friendly, driven and diverse, they service our clients across the country and around the world. By providing expertise in many different specialist areas of tax, they collaborate across BDO to deliver wider business solutions. From meeting clients' evolving business needs to managing changes to legislation, there are always fresh challenges to face in the Tax team. If you're after a career that will keep you on your toes, we'll give you the autonomy to drive your career forward. We'll help you succeed Our rapidly growing Private Client Services team offers a plethora of carefully tailored services to an equally varied range of clients - from UK and offshore Trusts, Charities and Estates, to entrepreneurs, entertainers and more. Our expertise helps to manage their global tax proactively and seamlessly. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. The primary responsibility will be to act as a point of contact within the firm for the client together with the partner and senior staff. You will deal with all matters relating to the management of a portfolio of existing clients including billings and cash collection within the firm's criteria but with a significant element of ad hoc consultancy work. Key to the role is for the individual to be able to pro-actively manage their own workload, provide overall support to Partners on client matters and assist Partners in the management of the group. Furthermore, the individual will be expected to recognise business and sales opportunities and progress these forward with senior staff and Partners. When you join us, we'll make your growth our priority. If you can demonstrate the following skills, we can help you go far. We're looking for someone with: Strong understanding of the technical complexities that our clients face and be able to provide clear, concise and practical advice Strong technical ability in the field of private client, in trust, estate, IHT and succession planning advice to wealthy individuals and trustees Ability to maintain an in depth, up to date, knowledge of taxation Project management experience Team management experience. Demonstrable experience of successfully managing a substantial client portfolio An inquisitive nature, able to identify opportunities to enhance our client offering Senior stakeholder management experience. CTA and/or STEP qualified or equivalent You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Jul 03, 2025
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. We'll broaden your horizons Working hard and working together, our Tax team thrives on keeping busy. Friendly, driven and diverse, they service our clients across the country and around the world. By providing expertise in many different specialist areas of tax, they collaborate across BDO to deliver wider business solutions. From meeting clients' evolving business needs to managing changes to legislation, there are always fresh challenges to face in the Tax team. If you're after a career that will keep you on your toes, we'll give you the autonomy to drive your career forward. We'll help you succeed Our rapidly growing Private Client Services team offers a plethora of carefully tailored services to an equally varied range of clients - from UK and offshore Trusts, Charities and Estates, to entrepreneurs, entertainers and more. Our expertise helps to manage their global tax proactively and seamlessly. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. The primary responsibility will be to act as a point of contact within the firm for the client together with the partner and senior staff. You will deal with all matters relating to the management of a portfolio of existing clients including billings and cash collection within the firm's criteria but with a significant element of ad hoc consultancy work. Key to the role is for the individual to be able to pro-actively manage their own workload, provide overall support to Partners on client matters and assist Partners in the management of the group. Furthermore, the individual will be expected to recognise business and sales opportunities and progress these forward with senior staff and Partners. When you join us, we'll make your growth our priority. If you can demonstrate the following skills, we can help you go far. We're looking for someone with: Strong understanding of the technical complexities that our clients face and be able to provide clear, concise and practical advice Strong technical ability in the field of private client, in trust, estate, IHT and succession planning advice to wealthy individuals and trustees Ability to maintain an in depth, up to date, knowledge of taxation Project management experience Team management experience. Demonstrable experience of successfully managing a substantial client portfolio An inquisitive nature, able to identify opportunities to enhance our client offering Senior stakeholder management experience. CTA and/or STEP qualified or equivalent You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
MongoDB's mission is to empower innovators to create, transform, and disrupt industries by unleashing the power of software and data. We enable organizations of all sizes to easily build, scale, and run modern applications by helping them modernize legacy workloads, embrace innovation, and unleash AI. Our industry-leading developer data platform, MongoDB Atlas, is the only globally distributed, multi-cloud database and is available in more than 115 regions across AWS, Google Cloud, and Microsoft Azure. Atlas allows customers to build and run applications anywhere-on premises, or across cloud providers. With offices worldwide and over 175,000 new developers signing up to use MongoDB every month, it's no wonder that leading organizations, like Samsung and Toyota, trust MongoDB to build next-generation, AI-powered applications. Individuals in the Customer Success Manager role have a passion for technology and the ambition to dive head-first into new challenges. We are looking for someone who can thrive with a high level of ambiguity and operate autonomously while maintaining a customer centric approach and helping to build the program. In this role you will also become a main point of contact for MongoDB end users by leveraging your technical and account management skills as well as acting as the account team leader across Sales, Professional Services, Solutions Architects, etc. We are looking to speak to candidates who are based in London for our hybrid working model. Our ideal candidate will have 9+ years experience working in a Customer Success, Account Management, Client Services or other similarly customer-centric role A background and passion for advocating on behalf of your customers - this role should act as an extension of our customers team within MongoDB A mind for technology - we'll teach you about MongoDB and databases, but our customers and product are inherently technical and you should have an aptitude and curiosity to learn about those concepts The ability to act with a high level of autonomy, you will be expected to take full ownership of your customer portfolio and make key decisions to drive effective customer outcomes; including deciding when to include our executive team or c-suite in customer escalations, how to de-risk or de-escalate customer issues and conflict and advocating to internal teams including sales, professional services, etc An entrepreneurial mindset - this is a new team at MongoDB where you will be required to both deviate from established procedure and often build entirely new process or practices to ensure we best serve this customer segment Team player and passion for collaboration - this role will work with some of our most strategic growth customers so must align closely to Sales, Professional Services, Tech Services, and the broader MDB ecosystem Prior exposure to database, cloud, and infrastructure technology is a plus German speaking On a given day in this role you will: Work as a strategic advisor to your customer providing them with guidance on MongoDB best practices and their overall technology strategy; this could include running enablement sessions alone or with another internal MongoDB team members, advising the customer on strategies to optimize their technical environment or current spend with MongoDB, positioning and recommending product features and best practices to accelerate customers time to value and growth Collect feedback and identify roadblocks from customers to inform internal teams including Product, Professional Services, and Leadership on how MongoDB can build a stronger product and go to market organization Act as the link between our customers and product engineering to develop new innovative solutions. You will be key in building the future roadmap of our product by acting as the Product team's eyes and ears in this field De-escalate and resolve critical customer issues and complaints by finding the best possible solution for both the customer and MongoDB; this could include anything from navigating a customer outage that has a financial impact on their business, to helping an application team devise a custom MongoDB solution or implementation for their critical application, no day is the same Build and execute account plans to mitigate risk and drive growth 3+ quarters out across your portfolio Lead in-person executive business reviews for strategic customers in your portfolio, including interfacing with C-suite executives and other technical leaders to align to business objectives and agree to a mutual success plan Work on strategic internal projects to help build the Customer Success program; our expectation is that anyone in this role has strong business acumen and the ability to create and teach best practices, new process, and enablement to the broader organization Document all customer interactions in internal systems, including Gainsight and Provide feedback and guidance to leadership on key signals within MongoDB Atlas that indicate healthy or unhealthy customer accounts; as our product evolves, we'll need to be constantly adjusting our engagement strategies based on these signals, which you'll be in the best position to identify and share back with internal teams Manage the relationship with Sales Leadership and Account Executives in your territory, including reporting on business performance, training on best practices, and rolling out program updates to ensure sales people and leaders are abreast of best practices for interacting with Customer Success Forecast expected churn and growth to your senior leadership team Help interview, onboard and ramp new team members - as a more senior team member you will have an immediate role in who joins the team Act as a leader amongst your peers, running enablement sessions, product certifications and being vocal in team meetings to ensure those around you grow To drive the personal growth and business impact of our employees, we're committed to developing a supportive and enriching culture for everyone. From employee affinity groups, to fertility assistance and a generous parental leave policy, we value our employees' wellbeing and want to support them along every step of their professional and personal journeys. Learn more about what it's like to work at MongoDB , and help us make an impact on the world! MongoDB is committed to providing any necessary accommodations for individuals with disabilities within our application and interview process. To request an accommodation due to a disability, please inform your recruiter. MongoDB is an equal opportunities employer.
Jul 03, 2025
Full time
MongoDB's mission is to empower innovators to create, transform, and disrupt industries by unleashing the power of software and data. We enable organizations of all sizes to easily build, scale, and run modern applications by helping them modernize legacy workloads, embrace innovation, and unleash AI. Our industry-leading developer data platform, MongoDB Atlas, is the only globally distributed, multi-cloud database and is available in more than 115 regions across AWS, Google Cloud, and Microsoft Azure. Atlas allows customers to build and run applications anywhere-on premises, or across cloud providers. With offices worldwide and over 175,000 new developers signing up to use MongoDB every month, it's no wonder that leading organizations, like Samsung and Toyota, trust MongoDB to build next-generation, AI-powered applications. Individuals in the Customer Success Manager role have a passion for technology and the ambition to dive head-first into new challenges. We are looking for someone who can thrive with a high level of ambiguity and operate autonomously while maintaining a customer centric approach and helping to build the program. In this role you will also become a main point of contact for MongoDB end users by leveraging your technical and account management skills as well as acting as the account team leader across Sales, Professional Services, Solutions Architects, etc. We are looking to speak to candidates who are based in London for our hybrid working model. Our ideal candidate will have 9+ years experience working in a Customer Success, Account Management, Client Services or other similarly customer-centric role A background and passion for advocating on behalf of your customers - this role should act as an extension of our customers team within MongoDB A mind for technology - we'll teach you about MongoDB and databases, but our customers and product are inherently technical and you should have an aptitude and curiosity to learn about those concepts The ability to act with a high level of autonomy, you will be expected to take full ownership of your customer portfolio and make key decisions to drive effective customer outcomes; including deciding when to include our executive team or c-suite in customer escalations, how to de-risk or de-escalate customer issues and conflict and advocating to internal teams including sales, professional services, etc An entrepreneurial mindset - this is a new team at MongoDB where you will be required to both deviate from established procedure and often build entirely new process or practices to ensure we best serve this customer segment Team player and passion for collaboration - this role will work with some of our most strategic growth customers so must align closely to Sales, Professional Services, Tech Services, and the broader MDB ecosystem Prior exposure to database, cloud, and infrastructure technology is a plus German speaking On a given day in this role you will: Work as a strategic advisor to your customer providing them with guidance on MongoDB best practices and their overall technology strategy; this could include running enablement sessions alone or with another internal MongoDB team members, advising the customer on strategies to optimize their technical environment or current spend with MongoDB, positioning and recommending product features and best practices to accelerate customers time to value and growth Collect feedback and identify roadblocks from customers to inform internal teams including Product, Professional Services, and Leadership on how MongoDB can build a stronger product and go to market organization Act as the link between our customers and product engineering to develop new innovative solutions. You will be key in building the future roadmap of our product by acting as the Product team's eyes and ears in this field De-escalate and resolve critical customer issues and complaints by finding the best possible solution for both the customer and MongoDB; this could include anything from navigating a customer outage that has a financial impact on their business, to helping an application team devise a custom MongoDB solution or implementation for their critical application, no day is the same Build and execute account plans to mitigate risk and drive growth 3+ quarters out across your portfolio Lead in-person executive business reviews for strategic customers in your portfolio, including interfacing with C-suite executives and other technical leaders to align to business objectives and agree to a mutual success plan Work on strategic internal projects to help build the Customer Success program; our expectation is that anyone in this role has strong business acumen and the ability to create and teach best practices, new process, and enablement to the broader organization Document all customer interactions in internal systems, including Gainsight and Provide feedback and guidance to leadership on key signals within MongoDB Atlas that indicate healthy or unhealthy customer accounts; as our product evolves, we'll need to be constantly adjusting our engagement strategies based on these signals, which you'll be in the best position to identify and share back with internal teams Manage the relationship with Sales Leadership and Account Executives in your territory, including reporting on business performance, training on best practices, and rolling out program updates to ensure sales people and leaders are abreast of best practices for interacting with Customer Success Forecast expected churn and growth to your senior leadership team Help interview, onboard and ramp new team members - as a more senior team member you will have an immediate role in who joins the team Act as a leader amongst your peers, running enablement sessions, product certifications and being vocal in team meetings to ensure those around you grow To drive the personal growth and business impact of our employees, we're committed to developing a supportive and enriching culture for everyone. From employee affinity groups, to fertility assistance and a generous parental leave policy, we value our employees' wellbeing and want to support them along every step of their professional and personal journeys. Learn more about what it's like to work at MongoDB , and help us make an impact on the world! MongoDB is committed to providing any necessary accommodations for individuals with disabilities within our application and interview process. To request an accommodation due to a disability, please inform your recruiter. MongoDB is an equal opportunities employer.
Who are we? Gain.pro is on a mission to serve everyone who wants to find, understand and track the companies that matter to them. Our platform empowers investors, advisors, and C-suite executives with the deepest private market insights, combining human curation with GenAI for faster, data-driven decisions.We serve 100% of MBB/Big-Four advisories, clients representing over $1 trillion of private capital and more than 70% of the top-20 global M&A houses - including blue chip firms such as Blackstone, Goldman Sachs and McKinsey. With an NPS of >80, we lead the market on customer satisfaction and strive for excellence in everything we do. Operating globally with offices in Amsterdam, London, Frankfurt, Warsaw, Bangalore and (soon) New York, Gain.pro is one of Europe's fastest growing businesses, recognized in the Deloitte Technology Fast 500 EMEA 2023 and the 8th edition of FT1000: Europe's Fastest Growing Companies. Our SaaS Customer Success organization Until now, ourteam delight our customer base of >150 PE investors, Investments Banks and Consultancies across Europe with tremendous success. We have a track record of an NPS of >70, a net renewal rate of >120% and a CSAT of 100%. To serve our over 4,000 users in the best way across Europe and beyond, we are looking for a Customer Success Manager to engage with our customers and support them on all matters related to our platform. You now have the unique chance to be part of our growth story and join at this early stage offering you an accelerated development opportunity. What will be your role? You will be the backbone of our European growth strategy, supporting our Customer Success team across regions. As Customer Success Manager you will work independently and hold a strong book of accounts across Europe. This entails: Building lasting customer relationships - You are the key contact person for our customers, own the relationship end-to-end and become their true strategic partner. You leverage your knowledge of the M&A industry effectively to drive outcomes with customers Ensuring customer success - You delight our customers by ensuring that Gain.pro supports them in achieving their strategic goals and training them on how our solution fits their use cases Being the voice of the customer - You gather and structure intel and feedback from customers that is used by the entire organization to improve our product and develop new features Driving renewal and upsell - You are a strategic partner for our clients to grow together and proactively identify relevant expansions to better serve their needs Using digital tools in your daily work - You efficiently leverage tools like our CRM system and CS tools to ensure a smooth user experience and proactively act upon relevant CS KPIs Optimizing our ways of working - You can actively shape our processes and structures as we grow and drive the future of Customer Success at Gain.pro Above all, as an early member of our overarching Go-to-Marketteam, you will have plenty of room to shape your role. Depending on your spike, you can further grow within the Customer Success team or develop into roles in our Sales and Marketing teams. Who are you? We are looking for someone who is passionate about supporting and exciting our customer group of PEs, M&A Advisors and Consultancies. You like to roll up your sleeves and are excited about the tech-enabled future of deal making. Moreover, we are looking for the following: Relevant experience - You have excelled in a client facing B2B Saas role in the PE/M&A industry for at least 3 years Education - You hold a business or finance university degree from a leading university Customer-centric - You have a value-driven customer-first mindset and are keen to deliver top customer experience Structured - You are well organized and like to plan ahead Communication - You communicate effectively with stakeholders of different seniorities within our customer segments and are able to deliver a compelling value story to them Self-starting - You proactively come up with new ideas and independently drive progress Languages - You are fluent in English andGerman (C1 level or higher) What do we offer? Competitive base salary and annual bonus linked to your performance / OKRs Attractive benefits including remote working and health & wellbeing allowance, learning & coaching benefits, etc. Flexible hybrid working model with ca. 2 days per week in our London office Healthy work life balance allowing for planability and personal commitments Chance to grow with the company gaining increasing responsibilities, supported by lots of coaching and a feedback-driven approach Tremendous learning and career progression opportunities International environment with hubs in Amsterdam, London, Frankfurt, Warsaw & Bangalore Culture of trust, ownership and standard of excellence and fun working atmosphere with regular outings and events Post product-market fit and aspiring unicorn status - this is an excellent time to join & grow with us! Does this sound like a perfect match? We are proud of our wonderful product and believe it has lots of potential. We are growing fast and have fun while building our platform and company. Does this sound interesting? Reach out - we are excited to get to know you! Gain.pro B.V. with its registered seat in Apollolaan 151, 1077 AR Amsterdam, The Netherlands, or another Gain.pro entity which runs the recruitment process, further called "Gain.pro", is the controller of personal data you submit as part of the job application. Your personal data will be processed for the purpose of conducting a recruitment process for the job position you apply for. If you provide Gain.pro with explicit consent, your personal data will be also processed for the purpose of conducting future recruitment processes. Please read the Gain.pro Privacy Policy to acquaint yourself with how Gain.pro processes your personal data: .
Jul 03, 2025
Full time
Who are we? Gain.pro is on a mission to serve everyone who wants to find, understand and track the companies that matter to them. Our platform empowers investors, advisors, and C-suite executives with the deepest private market insights, combining human curation with GenAI for faster, data-driven decisions.We serve 100% of MBB/Big-Four advisories, clients representing over $1 trillion of private capital and more than 70% of the top-20 global M&A houses - including blue chip firms such as Blackstone, Goldman Sachs and McKinsey. With an NPS of >80, we lead the market on customer satisfaction and strive for excellence in everything we do. Operating globally with offices in Amsterdam, London, Frankfurt, Warsaw, Bangalore and (soon) New York, Gain.pro is one of Europe's fastest growing businesses, recognized in the Deloitte Technology Fast 500 EMEA 2023 and the 8th edition of FT1000: Europe's Fastest Growing Companies. Our SaaS Customer Success organization Until now, ourteam delight our customer base of >150 PE investors, Investments Banks and Consultancies across Europe with tremendous success. We have a track record of an NPS of >70, a net renewal rate of >120% and a CSAT of 100%. To serve our over 4,000 users in the best way across Europe and beyond, we are looking for a Customer Success Manager to engage with our customers and support them on all matters related to our platform. You now have the unique chance to be part of our growth story and join at this early stage offering you an accelerated development opportunity. What will be your role? You will be the backbone of our European growth strategy, supporting our Customer Success team across regions. As Customer Success Manager you will work independently and hold a strong book of accounts across Europe. This entails: Building lasting customer relationships - You are the key contact person for our customers, own the relationship end-to-end and become their true strategic partner. You leverage your knowledge of the M&A industry effectively to drive outcomes with customers Ensuring customer success - You delight our customers by ensuring that Gain.pro supports them in achieving their strategic goals and training them on how our solution fits their use cases Being the voice of the customer - You gather and structure intel and feedback from customers that is used by the entire organization to improve our product and develop new features Driving renewal and upsell - You are a strategic partner for our clients to grow together and proactively identify relevant expansions to better serve their needs Using digital tools in your daily work - You efficiently leverage tools like our CRM system and CS tools to ensure a smooth user experience and proactively act upon relevant CS KPIs Optimizing our ways of working - You can actively shape our processes and structures as we grow and drive the future of Customer Success at Gain.pro Above all, as an early member of our overarching Go-to-Marketteam, you will have plenty of room to shape your role. Depending on your spike, you can further grow within the Customer Success team or develop into roles in our Sales and Marketing teams. Who are you? We are looking for someone who is passionate about supporting and exciting our customer group of PEs, M&A Advisors and Consultancies. You like to roll up your sleeves and are excited about the tech-enabled future of deal making. Moreover, we are looking for the following: Relevant experience - You have excelled in a client facing B2B Saas role in the PE/M&A industry for at least 3 years Education - You hold a business or finance university degree from a leading university Customer-centric - You have a value-driven customer-first mindset and are keen to deliver top customer experience Structured - You are well organized and like to plan ahead Communication - You communicate effectively with stakeholders of different seniorities within our customer segments and are able to deliver a compelling value story to them Self-starting - You proactively come up with new ideas and independently drive progress Languages - You are fluent in English andGerman (C1 level or higher) What do we offer? Competitive base salary and annual bonus linked to your performance / OKRs Attractive benefits including remote working and health & wellbeing allowance, learning & coaching benefits, etc. Flexible hybrid working model with ca. 2 days per week in our London office Healthy work life balance allowing for planability and personal commitments Chance to grow with the company gaining increasing responsibilities, supported by lots of coaching and a feedback-driven approach Tremendous learning and career progression opportunities International environment with hubs in Amsterdam, London, Frankfurt, Warsaw & Bangalore Culture of trust, ownership and standard of excellence and fun working atmosphere with regular outings and events Post product-market fit and aspiring unicorn status - this is an excellent time to join & grow with us! Does this sound like a perfect match? We are proud of our wonderful product and believe it has lots of potential. We are growing fast and have fun while building our platform and company. Does this sound interesting? Reach out - we are excited to get to know you! Gain.pro B.V. with its registered seat in Apollolaan 151, 1077 AR Amsterdam, The Netherlands, or another Gain.pro entity which runs the recruitment process, further called "Gain.pro", is the controller of personal data you submit as part of the job application. Your personal data will be processed for the purpose of conducting a recruitment process for the job position you apply for. If you provide Gain.pro with explicit consent, your personal data will be also processed for the purpose of conducting future recruitment processes. Please read the Gain.pro Privacy Policy to acquaint yourself with how Gain.pro processes your personal data: .
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. We'll broaden your horizons Working hard and working together, our Tax team thrives on keeping busy. Friendly, driven and diverse, they service our clients across the country and around the world. By providing expertise in many different specialist areas of tax, they collaborate across BDO to deliver wider business solutions. From meeting clients' evolving business needs to managing changes to legislation, there are always fresh challenges to face in the Tax team. If you're after a career that will keep you on your toes, we'll give you the autonomy to drive your career forward. We'll help you succeed Our rapidly growing Private Client Services team offers a plethora of carefully tailored services to an equally varied range of clients - from UK and offshore Trusts, Charities and Estates, to entrepreneurs, entertainers and more. Our expertise helps to manage their global tax proactively and seamlessly. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. The primary responsibility will be to act as a point of contact within the firm for the client together with the partner and senior staff. You will deal with all matters relating to the management of a portfolio of existing clients including billings and cash collection within the firm's criteria but with a significant element of ad hoc consultancy work. Key to the role is for the individual to be able to pro-actively manage their own workload, provide overall support to Partners on client matters and assist Partners in the management of the group. Furthermore, the individual will be expected to recognise business and sales opportunities and progress these forward with senior staff and Partners. When you join us, we'll make your growth our priority. If you can demonstrate the following skills, we can help you go far. We're looking for someone with: Strong understanding of the technical complexities that our clients face and be able to provide clear, concise and practical advice Strong technical ability in the field of private client, in trust, estate, IHT and succession planning advice to wealthy individuals and trustees Ability to maintain an in depth, up to date, knowledge of taxation Project management experience Team management experience. Demonstrable experience of successfully managing a substantial client portfolio An inquisitive nature, able to identify opportunities to enhance our client offering Senior stakeholder management experience. CTA and/or STEP qualified or equivalent You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Jul 03, 2025
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions businesses need to navigate today's changing world. We'll broaden your horizons Working hard and working together, our Tax team thrives on keeping busy. Friendly, driven and diverse, they service our clients across the country and around the world. By providing expertise in many different specialist areas of tax, they collaborate across BDO to deliver wider business solutions. From meeting clients' evolving business needs to managing changes to legislation, there are always fresh challenges to face in the Tax team. If you're after a career that will keep you on your toes, we'll give you the autonomy to drive your career forward. We'll help you succeed Our rapidly growing Private Client Services team offers a plethora of carefully tailored services to an equally varied range of clients - from UK and offshore Trusts, Charities and Estates, to entrepreneurs, entertainers and more. Our expertise helps to manage their global tax proactively and seamlessly. Alongside solving a constantly evolving range of technical challenges, working in this team means building strong relationships with individuals so you can become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business. The primary responsibility will be to act as a point of contact within the firm for the client together with the partner and senior staff. You will deal with all matters relating to the management of a portfolio of existing clients including billings and cash collection within the firm's criteria but with a significant element of ad hoc consultancy work. Key to the role is for the individual to be able to pro-actively manage their own workload, provide overall support to Partners on client matters and assist Partners in the management of the group. Furthermore, the individual will be expected to recognise business and sales opportunities and progress these forward with senior staff and Partners. When you join us, we'll make your growth our priority. If you can demonstrate the following skills, we can help you go far. We're looking for someone with: Strong understanding of the technical complexities that our clients face and be able to provide clear, concise and practical advice Strong technical ability in the field of private client, in trust, estate, IHT and succession planning advice to wealthy individuals and trustees Ability to maintain an in depth, up to date, knowledge of taxation Project management experience Team management experience. Demonstrable experience of successfully managing a substantial client portfolio An inquisitive nature, able to identify opportunities to enhance our client offering Senior stakeholder management experience. CTA and/or STEP qualified or equivalent You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll help you succeed We are looking for someone who is willing to get involved, and who is keen to learn and develop - the team will support you in gaining market knowledge, skills, and technical expertise to help build your career. At BDO we are proud of our Workable hybrid working framework - we have core team days, and an expectation that team members will be at our Baker Street hub for at least 2 days a week, but otherwise you will have substantial freedom to plan your balance of time in the office and time at home. You will be joining one of the largest Professional Services tax teams in London. We serve a wide variety of clients within the sector, including law firms, consultants, recruiters, architects and property services firms, as well as financial services businesses and private equity firms. We also look after their Partners and Senior Executives. The role provides an exceptional opportunity for the successful candidate to develop their technical, commercial and client relationship skills in a supportive and collaborative environment, working with colleagues who are recognised as experts in the sector. Our client base will provide you with a fantastic opportunity to work on a challenging and varied portfolio, delivering tax reporting, compliance and advisory services both in the UK and internationally. You will have the chance to deal with matters relating to the management of clients operating within the professional services and investment fund management sectors, particularly partnerships/LLPs and their partners, as well as some corporate businesses. Furthermore, you will be able to consider and highlight further opportunities to develop new work. When you join us, we'll make your growth our priority. If you can demonstrate the following skills, we can help you go far. Responsibilities You will be trusted to lead client relationships and run your portfolio of clients, supported by directors and partners in the team and working with more junior colleagues. You will work in a team leading the market in professional partnerships - your portfolio will include an exciting and prestigious range of clients operating within the professional services sector, particularly partnerships/LLPs and their partners, as well as some corporate businesses. You will: Help to drive the professional services strategy of BDO by building your profile in the market, overseeing top quality tax advice and compliance, getting to know your clients and their issues, and looking for opportunities. Run client relationships - acting as a key point of contact for clients, ensuring the team respond promptly to, as well as anticipate, client requests/needs, and maintaining regular contact with clients. Oversee a portfolio of clients, taking responsibility for delivery of tax compliance and advisory services supported by managers and the junior team. Deal with interesting and varied tax issues. Recognise and seek out business and sales opportunities and work with the Partners to develop these. Develop your own network of contacts internally and externally, supporting your own career development and the growth of our business. Actively participate in the management of the group. Be responsible for coaching and developing managers and more junior members of staff. Actively share knowledge and experiences with others in the firm. Requirements Qualified ACA/CTA (or equivalent) with demonstrable post-qualified experience. Ideally the candidate would have relevant experience in a partnership tax compliance and advisory role or a corporate and personal tax compliance and advisory role, with experience of dealing with professional services firms. Involvement in and ability to deal with interesting and challenging tax advisory projects. Alternatively, significant experience in private equity tax compliance or a combination of the two. Ability to manage a client portfolio. Experience of dealing with client senior management. Involvement in business development activities with new and/or existing clients. Self-motivated with excellent communication. Experience of supervising junior staff. A commitment to technical and personal development, with the drive and ambition to progress in a supportive environment and fulfil your full potential. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Jul 03, 2025
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll help you succeed We are looking for someone who is willing to get involved, and who is keen to learn and develop - the team will support you in gaining market knowledge, skills, and technical expertise to help build your career. At BDO we are proud of our Workable hybrid working framework - we have core team days, and an expectation that team members will be at our Baker Street hub for at least 2 days a week, but otherwise you will have substantial freedom to plan your balance of time in the office and time at home. You will be joining one of the largest Professional Services tax teams in London. We serve a wide variety of clients within the sector, including law firms, consultants, recruiters, architects and property services firms, as well as financial services businesses and private equity firms. We also look after their Partners and Senior Executives. The role provides an exceptional opportunity for the successful candidate to develop their technical, commercial and client relationship skills in a supportive and collaborative environment, working with colleagues who are recognised as experts in the sector. Our client base will provide you with a fantastic opportunity to work on a challenging and varied portfolio, delivering tax reporting, compliance and advisory services both in the UK and internationally. You will have the chance to deal with matters relating to the management of clients operating within the professional services and investment fund management sectors, particularly partnerships/LLPs and their partners, as well as some corporate businesses. Furthermore, you will be able to consider and highlight further opportunities to develop new work. When you join us, we'll make your growth our priority. If you can demonstrate the following skills, we can help you go far. Responsibilities You will be trusted to lead client relationships and run your portfolio of clients, supported by directors and partners in the team and working with more junior colleagues. You will work in a team leading the market in professional partnerships - your portfolio will include an exciting and prestigious range of clients operating within the professional services sector, particularly partnerships/LLPs and their partners, as well as some corporate businesses. You will: Help to drive the professional services strategy of BDO by building your profile in the market, overseeing top quality tax advice and compliance, getting to know your clients and their issues, and looking for opportunities. Run client relationships - acting as a key point of contact for clients, ensuring the team respond promptly to, as well as anticipate, client requests/needs, and maintaining regular contact with clients. Oversee a portfolio of clients, taking responsibility for delivery of tax compliance and advisory services supported by managers and the junior team. Deal with interesting and varied tax issues. Recognise and seek out business and sales opportunities and work with the Partners to develop these. Develop your own network of contacts internally and externally, supporting your own career development and the growth of our business. Actively participate in the management of the group. Be responsible for coaching and developing managers and more junior members of staff. Actively share knowledge and experiences with others in the firm. Requirements Qualified ACA/CTA (or equivalent) with demonstrable post-qualified experience. Ideally the candidate would have relevant experience in a partnership tax compliance and advisory role or a corporate and personal tax compliance and advisory role, with experience of dealing with professional services firms. Involvement in and ability to deal with interesting and challenging tax advisory projects. Alternatively, significant experience in private equity tax compliance or a combination of the two. Ability to manage a client portfolio. Experience of dealing with client senior management. Involvement in business development activities with new and/or existing clients. Self-motivated with excellent communication. Experience of supervising junior staff. A commitment to technical and personal development, with the drive and ambition to progress in a supportive environment and fulfil your full potential. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Service Advisor Mercedes-Benz Oxford Good, honest, rewarding work its how were built! In the heart of our aftersales department our Service Advisors are committed to delivering outstanding and trusted experiences for our customers. As a Service Advisor you are the main point of contact for all customer communication while the vehicle is undergoing maintenance and repair in our Retail Centre click apply for full job details
Jul 03, 2025
Full time
Service Advisor Mercedes-Benz Oxford Good, honest, rewarding work its how were built! In the heart of our aftersales department our Service Advisors are committed to delivering outstanding and trusted experiences for our customers. As a Service Advisor you are the main point of contact for all customer communication while the vehicle is undergoing maintenance and repair in our Retail Centre click apply for full job details
As the most trusted global leader in data-first contract lifecycle management (CLM) software, Agiloft helps organizations manage the end-to-end process of proposing, negotiating, signing, and leveraging contracts using our flexible Data-first Agreement Platform (DAP). With contract data as the foundation, customers quickly and collaboratively reach agreement and leverage contract visibility to thrive with competitive advantage. Employing powerful, pragmatic artificial intelligence as a legal force multiplier, and robust integration capabilities as a data liberator, organizations around the world trust Agiloft's certified implementers to deliver connected, intelligent, and autonomous solutions across the entire contract lifecycle. Top analysts like Gartner, Forrester, and IDC agree, all showing Agiloft as a leader in the CLM space. Our no code platform is easily managed and administered by business users, which is why Agiloft is the contract you keep: nearly a full 100% of new customers are satisfied with their initial implementations, and some 97% of customers renew every year. Ours is a growing, vibrant, successful company that is at the forefront of a market that is becoming a must-have for all organizations. We believe that the way to build the strongest, most vibrant place to work is to bring in individuals from all walks of life, and to support them in bringing their authentic selves to their day, every day. Our working philosophy is that "EX = CX": when employee experience is excellent, so is customer experience. We support multiple Employee Resource Groups (ERGs), and offer a working environment that supports healthy work/life balance, including floating holidays and a quarterly, no-questions-asked wellness day. Position Overview As a Principal Customer Success Manager (CSM) with a technical focus, you will be a trusted advisor and strategic partner to high-value accounts, leveraging your deep product knowledge and consultative skills to maximize customer value. Working closely with implementation, support, sales, and engineering teams, you'll help customers unlock the full potential of our solutions, identify upsell opportunities, and drive retention and growth. This role requires strong relationship management, technical understanding, and proactive collaboration to ensure seamless, high-impact customer experiences Job Responsibilities Customer Liaison: Build and maintain strong relationships with key customer contacts, implementation teams, partner implementers, and internal stakeholders to ensure continuity and progress on large-scale service engagements. Proactive Customer Engagement & Growth: Partner closely with customers to drive engagement, retention, and expansion. Conduct regular Business Reviews with key accounts to assess progress, understand evolving needs, and align on growth strategies. Usage Monitoring & Opportunity Identification: Proactively monitor customer usage trends to identify potential risks, uncover new opportunities for growth, and recommend strategies for increased adoption. Strategic Advising: Act as a trusted advisor to customers, adopting a customer-first mindset to understand their business needs and advocate for their success. Value Identification: Provide expertise to assess client needs and identify valuable solutions that our product can deliver. Goal Setting & Cross-Functional Collaboration: Set clear, transparent goals to meet client requirements, working closely with internal teams to ensure goal alignment and successful delivery. Effective Communication: Maintain consistent and transparent communication with customers and internal stakeholders, representing the customer's voice across teams. Data-Driven Approach: Be passionate about data and insights, using data to drive meaningful change and demonstrate measurable impact. Product Expertise: Conduct L1 product demos, review new features and functionalities, and advise customers on technical setups and configurations to enhance their product experience. Feature Adoption & Change Management: Guide feature adoption, facilitate onboarding, and manage change effectively, providing proactive support for key functionalities. Upsell & Expansion Opportunities: Partner with AEs to identify and qualify upsell opportunities, generating internal referrals and contributing to pipeline growth. Other duties as assigned. Required Qualifications 5+ years in customer success, account management, or related fields, with experience in technical solutions and complex service engagements. Proven experience in identifying upsell opportunities and driving growth within customer accounts. Strong technical acumen with the ability to deliver product demos and consult on technical configurations. Excellent interpersonal and communication skills, with a strong focus on customer-centric engagement and cross-functional collaboration. Demonstrated ability to manage multiple accounts and objectives in a fast-paced environment. Ensuring a diverse and inclusive workplace is our priority. We are committed to an environment of acceptance where you are free to bring your full self to work. All employment decisions at Agiloft are based on business needs, job requirements, and individual qualifications without regard to race, color, religion or belief, national or social ethnic origin, sex, age, sexual orientation, gender identity and/or expression, parental status, marital status, Veteran status, or any other status protected by the laws or regulations in the locations where we operate. If you have a need that requires accommodation during the recruiting process, please let us know by contacting Director, Talent Acquisition, Brad Toothman at . Applicants from underrepresented groups such as minorities, veterans, or individuals with disabilities encouraged to apply. Applications will be reviewed as submitted. There will be no application deadline for this opportunity.
Jul 03, 2025
Full time
As the most trusted global leader in data-first contract lifecycle management (CLM) software, Agiloft helps organizations manage the end-to-end process of proposing, negotiating, signing, and leveraging contracts using our flexible Data-first Agreement Platform (DAP). With contract data as the foundation, customers quickly and collaboratively reach agreement and leverage contract visibility to thrive with competitive advantage. Employing powerful, pragmatic artificial intelligence as a legal force multiplier, and robust integration capabilities as a data liberator, organizations around the world trust Agiloft's certified implementers to deliver connected, intelligent, and autonomous solutions across the entire contract lifecycle. Top analysts like Gartner, Forrester, and IDC agree, all showing Agiloft as a leader in the CLM space. Our no code platform is easily managed and administered by business users, which is why Agiloft is the contract you keep: nearly a full 100% of new customers are satisfied with their initial implementations, and some 97% of customers renew every year. Ours is a growing, vibrant, successful company that is at the forefront of a market that is becoming a must-have for all organizations. We believe that the way to build the strongest, most vibrant place to work is to bring in individuals from all walks of life, and to support them in bringing their authentic selves to their day, every day. Our working philosophy is that "EX = CX": when employee experience is excellent, so is customer experience. We support multiple Employee Resource Groups (ERGs), and offer a working environment that supports healthy work/life balance, including floating holidays and a quarterly, no-questions-asked wellness day. Position Overview As a Principal Customer Success Manager (CSM) with a technical focus, you will be a trusted advisor and strategic partner to high-value accounts, leveraging your deep product knowledge and consultative skills to maximize customer value. Working closely with implementation, support, sales, and engineering teams, you'll help customers unlock the full potential of our solutions, identify upsell opportunities, and drive retention and growth. This role requires strong relationship management, technical understanding, and proactive collaboration to ensure seamless, high-impact customer experiences Job Responsibilities Customer Liaison: Build and maintain strong relationships with key customer contacts, implementation teams, partner implementers, and internal stakeholders to ensure continuity and progress on large-scale service engagements. Proactive Customer Engagement & Growth: Partner closely with customers to drive engagement, retention, and expansion. Conduct regular Business Reviews with key accounts to assess progress, understand evolving needs, and align on growth strategies. Usage Monitoring & Opportunity Identification: Proactively monitor customer usage trends to identify potential risks, uncover new opportunities for growth, and recommend strategies for increased adoption. Strategic Advising: Act as a trusted advisor to customers, adopting a customer-first mindset to understand their business needs and advocate for their success. Value Identification: Provide expertise to assess client needs and identify valuable solutions that our product can deliver. Goal Setting & Cross-Functional Collaboration: Set clear, transparent goals to meet client requirements, working closely with internal teams to ensure goal alignment and successful delivery. Effective Communication: Maintain consistent and transparent communication with customers and internal stakeholders, representing the customer's voice across teams. Data-Driven Approach: Be passionate about data and insights, using data to drive meaningful change and demonstrate measurable impact. Product Expertise: Conduct L1 product demos, review new features and functionalities, and advise customers on technical setups and configurations to enhance their product experience. Feature Adoption & Change Management: Guide feature adoption, facilitate onboarding, and manage change effectively, providing proactive support for key functionalities. Upsell & Expansion Opportunities: Partner with AEs to identify and qualify upsell opportunities, generating internal referrals and contributing to pipeline growth. Other duties as assigned. Required Qualifications 5+ years in customer success, account management, or related fields, with experience in technical solutions and complex service engagements. Proven experience in identifying upsell opportunities and driving growth within customer accounts. Strong technical acumen with the ability to deliver product demos and consult on technical configurations. Excellent interpersonal and communication skills, with a strong focus on customer-centric engagement and cross-functional collaboration. Demonstrated ability to manage multiple accounts and objectives in a fast-paced environment. Ensuring a diverse and inclusive workplace is our priority. We are committed to an environment of acceptance where you are free to bring your full self to work. All employment decisions at Agiloft are based on business needs, job requirements, and individual qualifications without regard to race, color, religion or belief, national or social ethnic origin, sex, age, sexual orientation, gender identity and/or expression, parental status, marital status, Veteran status, or any other status protected by the laws or regulations in the locations where we operate. If you have a need that requires accommodation during the recruiting process, please let us know by contacting Director, Talent Acquisition, Brad Toothman at . Applicants from underrepresented groups such as minorities, veterans, or individuals with disabilities encouraged to apply. Applications will be reviewed as submitted. There will be no application deadline for this opportunity.