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Customer Success Executive
Department: Operations
Employment Type: Permanent
Location: Cardiff, UK
Description
Creating Safer Workplaces for Everyone.
At SafeWorkforce, we’re passionate about keeping people safe. Our team of health and safety consultants brings over 200 years of combined experience, providing expert guidance that helps businesses stay compliant, confident, and protected.
We don’t do one-size-fits-all solutions — every project is tailored to the unique needs of the organisation. Whether it’s a small business or a large enterprise, you’ll have the chance to make a real impact, helping leaders minimise risk and build safer workplaces.
If you’re looking for a role where your expertise matters, your ideas are valued, and every day presents new challenges, SafeWorkforce is the place to grow your career and make a difference.
As a Customer Success Executive, you’ll be the driving force behind the renewal of customer memberships, ensuring every interaction delivers real value. You’ll build lasting relationships, provide exceptional service, and help customers get the most from their membership. Your ability to listen, advise, and act with integrity will directly contribute to the growth and success of both our customers and our business.
What that means day to day
- Manage the full customer renewal process, building strong relationships and ensuring a smooth, value-driven experience
- Engage with customers via phone and email to discuss renewals, pricing, and opportunities to maximise membership benefits
- Use a consultative approach to understand customer needs, identify risks or churn indicators, and recommend solutions
- Maintain accurate records in the CRM system, ensuring all customer data, proposals, and contracts are up to date
- Collaborate with colleagues to achieve renewal targets, share insights, and continuously improve customer success processes
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What you’ll need to be successful
To succeed in this role, you’ll bring a proactive, customer-centric mindset with a passion for building relationships and delivering outstanding service. You’ll be motivated by achieving results and thrive in a fast-paced environment where communication, organisation, and attention to detail are key. A consultative approach, commercial awareness, and enthusiasm for problem-solving will help you succeed and grow in this role.
Essential
- Proven experience in telesales, account management, or customer service in a phone-based environment
- Strong customer engagement and relationship-building skills
- Excellent verbal and written communication abilities
- Competence with Microsoft Office applications (Word, Excel, Outlook)
- Strong attention to detail and organisational skills
- Ability to prioritise tasks, manage deadlines, and work effectively under pressure
- Proven track record of meeting or exceeding targets and KPIs
- Positive, dynamic, and enthusiastic approach to work
Desirable
- Previous experience in a membership or subscription-based business environment
- Familiarity with CRM systems and sales pipeline management
- Understanding of health, safety, or HR compliance services
What you'll get in return
We have a hybrid workplace policy, where you will work from the office 3 days per week.
We want you to be able to do your best work here. We emphasize providing many ways to support our team to do their best work and below are some of the perks and benefits we offer:
Personal Health & Wellbeing / Benefits
- 🍼 Enhanced Parental Leave
- 🌴 Generous annual leave, with the option to buy additional days
- 🏥 Healthcare Plan
- 💟 Annual Giving Day – an extra day to give back to yourself or your community
- 🚲 Cycle-to-work Scheme
- 🚗 Electric Vehicle Scheme
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Future Planning
- 💰 Pension scheme with employer contributions
- 🧬 Life Assurance – 3X base salary
- 💸 Rewards Program – access to discounts and cashback
- 🏫 LinkedIn Learning License for upskilling & development
Interested but don’t feel you meet all the requirements?
Our recruitment team assesses and reviews all applications against the role and business needs. We believe in people having transferable and soft skills and want you to know that we do consider where an individual might not meet all the criteria, but have the aptitude and capability, nonetheless. Our priority is to ensure we set people up for success. We will make a final call based on our determining whether we can offer the necessary support to upskill or provide the developmental support needed for you to get the best out of this opportunity with us!
Bring Your Whole Self to Work.
We are proudly an equal-opportunity employer. We are committed to ensuring that no candidate is discriminated against because of gender identity and expression, race, disability, ethnicity, sexual orientation, age, colour, region, creed, national origin, or sex. We are dedicated to growing a diverse team while continuing to create an inclusive environment where everyone feels safe and empowered to be themselves.
What you can expect if you apply:
- A response to your application within 15 working days
- An interview process consisting of:
- An initial discovery call with the recruiter
- A first stage interview via Microsoft Teams
- Additional interview (likely face to face) with the stakeholders you’ll be working with closely in the role
We’re keen to ensure our hiring process allows you to be at your best, so if you need us to make any adjustments, please just let us know.
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