Account Executive – Wilmslow (Hybrid)
Join Citation – A Great Place to Work
Are you a driven and ambitious sales professional ready to take your career to the next level? Do you thrive in a fast-paced, consultative sales environment where your efforts make a real difference?
At Citation, we’re on a mission to protect and support businesses across the UK with expert HR, Employment Law, and Health & Safety services. We’re proud to be a Top 100 Best Companies to Work For and winners of multiple Best Workplace awards – and we’re growing fast!
Location: Wilmslow HQ (hybrid working)
Role: Account Executive
Type: Full-time, Permanent
Salary: Competitive basic + Bonus
Our Customer Success Relationship Managers are a team who all strive to have a positive influence on the Client Journey and experience they have through the Citation Services. We are truly passionate about assisting clients where we can with a one team ethos to also support each member of the team and our colleagues around the business. As a Customer Success Relationship Manager, we are pivotal to supporting the business in achieving their goals through the retention of clients, identifying uplift opportunities, and ensuring the customer engagement levels with the service are maximised with all our client interactions. There is varied experience throughout the team, but if you are successful, you have the full team support to understand the role and be the best you can be.

What will I be responsible for?

• Ensuring that your customers are welcomed to Citation and have an exceptional onboarding experience that sets them up ready to use their new services.
• Enable your customers to get full use of their products and services, understanding their requirements and maximising opportunities.
• Ensuring the timely and successful delivery of our solutions according to the customers’ needs and objectives.
• Identifying issues that are on the horizon and working collaboratively with your customer and our colleagues in other areas to prevent them from coming to fruition.
• Operating as the main point of contact for any matters specific .to your clients, this may include queries, info on other products, administration of accounts and expressions of dissatisfaction or complaints.
• Identifying and growing opportunities within your customer base and collaborating with internal teams to ensure growth and retention attainment.
• Build and maintain strong, long-lasting client relationships, working closely with other areas of the business to resolve issues for your customers.
• Developing a trusted advisor relationship with key stakeholders and executive sponsors.
• Contacting customers at relevant touchpoints to complete care calls.
• Assisting with high-severity requests or issue escalations as needed.

Who are we looking for?

• The successful candidate will have a Customer Success, Account Management and/or Customer Service experience, and be able to demonstrate the ability to communicate, present and influence effectively at all levels of the organisation.
• You will love to find solutions, have a positive mindset and a natural ability to turn a situation around. You will be curious by nature and determined to find the best way forward for your customers.

Hit Apply now to forward your CV.
Job Type: Full-time
Work Location: In person
Reference ID: JUN20250585 WI

• Ensuring that your customers are welcomed to Citation and have an exceptional onboarding experience that sets them up ready to use their new services.
• Enable your customers to get full use of their products and services, understanding their requirements and maximising opportunities.
• Ensuring the timely and successful delivery of our solutions according to the customers’ needs and objectives.
• Identifying issues that are on the horizon and working collaboratively with your customer and our colleagues in other areas to prevent them from coming to fruition.
• Operating as the main point of contact for any matters specific .to your clients, this may include queries, info on other products, administration of accounts and expressions of dissatisfaction or complaints.
• Identifying and growing opportunities within your customer base and collaborating with internal teams to ensure growth and retention attainment.
• Build and maintain strong, long-lasting client relationships, working closely with other areas of the business to resolve issues for your customers.
• Developing a trusted advisor relationship with key stakeholders and executive sponsors.
• Contacting customers at relevant touchpoints to complete care calls.
• Assisting with high-severity requests or issue escalations as needed