CRS

About the Company

CRS was founded in 2001 to provide tailored recruitment solutions across the UK’s financial services sectors. We have grown to become one of the UK’s leading specialist banking and finance recruiters.

Sectors include (but not limited to):
• Corporate, Commercial & SME Banking
• Asset Finance & Leasing
• Cashflow Lending; IF & ABL
• Alternative Finance; Peer-to-Peer & Real Estate
• Payments; Merchant Acquiring, Gateways & PSPs
• FinTech & Challenger Tech
• Related Areas e.g. Funds, Debt Advisory, Restructuring etc
• Transaction Banking

What verticals do we cover?

• Sales; Business Development, Relationship Management, Partnerships
• Credit & Underwriting
• Operational & Credit Risk
• Product
• Compliance & Financial Crime
• Governance
• Marketing
• Strategy/Transformation/Change

Listed Jobs

Company Name

CRS

Job Title

Technical Customer Success Executive

Job Description

**Job title:** Technical Customer Success Executive **Role Summary:** Provide technical support and drive adoption for a SaaS accounting platform. Resolve customer inquiries, troubleshoot issues, and guide users through product use while collaborating with engineering, product, and sales to enhance the customer experience and identify upsell opportunities. **Expactations:** - Deliver timely, empathetic support to business customers. - Maintain high standards of ticket hygiene and SLA compliance. - Actively uncover adoption gaps and recommend solutions. - Contribute insights to product and engineering for continuous improvement. **Key Responsibilities:** - Respond to email and live‑chat support tickets via HubSpot CRM. - Investigate and troubleshoot product issues, providing clear, step‑by‑step resolutions. - Identify bugs, document reproduction steps, and coordinate escalation to engineering. - Maintain ticket hygiene: accurate notes, tagging, categorisation, and SLA tracking. - Support new customer onboarding, configuration, and value‑oriented walkthroughs. - Identify adoption gaps, reach out to assist customers, and reduce churn. - Upsell additional product features when appropriate. - Run weekly reports and handle core admin tasks (annual plan outreach, churn reduction). - Create, update, and optimise Help Centre articles, videos, and FAQs. - Analyse help centre data to improve self‑serve resources and lower inbound tickets. - Provide customer insights to Product, Sales, and Success for feature development and release communication. **Required Skills:** - 2+ years in a B2B customer‑facing role (support, success, account management). - Strong technical troubleshooting and problem‑solving abilities. - Excellent written and verbal communication; professional tone with C‑level stakeholders. - Ability to collaborate with cross‑functional teams (Product, Engineering, Sales). - Customer‑centric, proactive, and solutions‑driven mindset. - Basic understanding of finance or accounting technology (preferred). **Required Education & Certifications:** - Bachelor’s degree in Business, Finance, Computer Science, or a related field (or equivalent work experience). - No specific certifications required.

United kingdom

Remote

09-01-2026