Intuitive Business Intelligence
Customer Success Executive
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Join our growing Customer Success team as the day-to-day point of contact for a portfolio of customers, guiding them through onboarding, training and ongoing dashboard success. It's a varied role that blends relationship management, data analysis and hands-on technical problem-solving.
About Intuitive
Intuitive Business Intelligence (www.weareintuitive.com) is a fast-growing software developer working in the field of business intelligence and data visualisation. Our software is distributed by a network of partners globally. With offices in central Leeds in a modern workplace, this is a fast-paced, exciting place to develop your career.
About the Role
We are seeking a Customer Success Executive to work closely with our Account Managers and technical team, supporting customers across the full lifecycle from onboarding through to renewal. This role suits someone who enjoys building strong customer relationships, is comfortable interpreting data, and has the technical aptitude to troubleshoot day-to-day issues before they need escalating.
Key Responsibilities
- Support customers through onboarding, installation and technical setup, training and renewal, building strong day-to-day relationships.
- Perform regular data healthchecks, making sure customer data is pulling through correctly across dashboards.
- Deliver customer training and create supporting training materials, covering dashboard use and functionality.
- Manage and maintain automated customer communications, covering onboarding information, signposting to training materials and support, and regular keeping-in-touch emails.
- Support Account Managers with sales activities and account growth plans, including delivering product demonstrations to prospective and existing customers.
- Perform data analysis on customer data, identifying trends, issues and opportunities, and providing actionable insights.
- Liaise closely with customers and partners, building and maintaining strong relationships.
- Provide high-level technical problem-solving and first-line diagnosis for customer issues, escalating more complex issues to the technical team.
- Create and deliver supporting materials for sales and customer success opportunities.
- Act as the liaison between internal teams for training, data analysis and technical setup.
- Gather and share customer feedback (e.g. surveys, reviews, referrals) with other teams to help inform ongoing product development.
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Essential Experience
- 2+ years' experience in a customer-facing role (customer success, account management, pre-sales, technical support or similar).
- Experience within software, technology, print solutions, or business intelligence / data environments.
- Comfortable working with and interpreting data.
- Technically minded, with enough technical experience or aptitude to diagnose issues and perform high-level fixes (deeper technical issues are handled by our technical team).
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What We Offer
- £32–35k depending on experience
- 25 days holiday (rising to 30 with service) and a company pension.
- Career progression into senior customer success or account management roles, with training and development along the way.
- A modern office in central Leeds with hybrid working.
- A friendly, down-to-earth team and regular socials throughout the year.
- Variety – you’ll work with partners and customers across the world in a small, agile business where your ideas are heard.
Our People Values
We're looking for someone who can demonstrate our people values:
- Team Player – works as part of the team, is helpful and respectful of colleagues, happy to help out other team members when asked.
- Professional – gets things done, sets high standards in everything they do, has good attention to detail and is hard working.
- Energetic – brings enthusiasm to their role, enjoys interaction with other team members, is proactive and contributes fresh ideas to improve their area of work and other aspects of the company.
- Adaptable – is flexible and innovative with their approach to work and is open to change.
- Honest – trustworthy in all dealings with other team members, partners and customers. Does what they say they will.
Sound like you?
Open to applicants working full-time or a minimum of 4+ days a week. Apply with your CV and a short note on why this role appeals – we’d love to hear from you.
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