xUnlocked Limited
Client Success Associate
Who we are looking for
As a Client Success Associate, you are the front-line champion for our learners and a key driver of operational excellence for our emerging accounts. Your core function is to ensure that every user interaction reflects the quality and integrity of our brand while protecting predictable revenue through proactive account management.
You manage the balance between proactive account management for smaller clients and providing high-quality support to our global learner community. By resolving challenges with empathy and identifying growth opportunities, you turn user satisfaction into long-term commercial success.
Job Description
Customer Operations & Delivery
- Support the onboarding of new clients, ensuring a smooth and well-coordinated setup
- Execute learning programme launches, including scheduling, communications, and platform setup
- Ensure all client deliverables are completed accurately and on time
Engagement Execution
- Monitor learner activity and platform engagement metrics
- Support the rollout of campaigns to drive adoption and usage
- Identify and flag engagement risks or drop-offs early
Reporting & Insights
- Assist in the production of client reports and dashboards
- Maintain accurate data across internal systems (e.g. CRM, reporting tools)
- Support the preparation of materials for client meetings and QBRs
Internal Coordination
- Act as a central point of coordination across Customer Success, Product, and Content teams
- Track actions, deadlines, and dependencies to ensure smooth delivery
- Help standardise and improve internal processes over time
Customer Health Support
- Maintain up-to-date records on customer activity and status
- Support renewal preparation by ensuring strong operational foundations and reporting
Qualifications
Essential
- Highly organised with strong attention to detail
- Strong written and verbal communication skills
- Comfortable working with data (e.g. Excel/Google Sheets)
- Proactive and reliable, with a “gets things done” mindset
- Able to manage multiple tasks and deadlines simultaneously
- Excellent relationship builder with strong communication and interpersonal skills
Desirable
- Experience in a customer-facing, operations, or project coordination role
- B2B multi-stakeholder relationship experience
- Familiarity with CRM systems (e.g. HubSpot)
- Interest in digital learning, or macro trends in finance, sustainability, or AI
- Proven track record working at a SaaS company within the GTM function
Additional Information
Our offer
We offer a competitive base salary, commission structure, and a host of benefits that promote both your professional and personal well-being:
- Hybrid Working: Flexibility to balance time between our vibrant Bloomsbury office (at least four days per month) and working from home.
- Wellbeing Support: Private health cover, with a cash-back scheme covering medical, dental, and other health-related expenses.
- Work from Anywhere: Enjoy the flexibility to work abroad up to 30 days per year.
- Team Connection: Regular in-person team activities, including meals and an annual company offsite, where we come together to reflect, learn, and have fun.
- Parental Leave: Enhanced, flexible parental leave to support you during this important time.
- Giving Back: We encourage volunteering, with up to two days of paid time off annually to contribute to a cause you're passionate about.
Our vision and values
We believe in a culture where everyone can thrive as well as one of high performance. Our values are rooted in collaboration, empathy, and the drive for progress. We encourage personal growth and strive to be a place where you can feel valued, supported, and inspired. Here's what matters most to us:
- Act like an owner: We take pride in our work and are accountable for our individual and collective success.
- Do the right thing: Our decisions are guided by a strong sense of purpose, always considering the impact on our clients, our team, and the world.
- Relentlessly progress: We’re committed to continuous learning and improvement, both personally and as a company.
- Deliver simplicity: We find clarity in complexity and take pride in delivering simple, effective solutions to our clients.
xUnlocked is a B2B learning platform working at the intersection of major global trends across finance, sustainability, and AI & data. Our platforms deliver thousands of premium learning courses, all created in-house with world-leading experts and servicing 75 clients globally, including the likes of Danske Bank, Wells Fargo and London Stock Exchange Group. We are also a B Corp focused on making a positive social impact through the power of learning.
- Founded
- Founded 2017
- Industry
- Diversified Consumer Services
Client Success Associate