Customer Relationship Executive

Customer Relationship Executive

Interested in this role You can find all the relevant information in the description below.

Bristol-based | People-first | Growth-focused

If you love speaking with customers, solving problems, and turning great conversations into long-term relationships, this role will feel like home.

We’re looking for a Customer Relationship Executive who enjoys a mix of inbound sales, customer care, and ongoing account management. Someone who can guide new customers through the onboarding journey with clarity and confidence, then stay with them as a trusted point of contact throughout their time with us.

This is a role for someone who genuinely enjoys helping people understand the value of the services they use, who can explain things simply, and who takes pride in delivering a great experience every time.

What you’ll be doing day-to-day

Turning inbound enquiries into happy new customers You’ll handle warm leads that come in via phone, email, website, or partner referrals. That includes:

• Understanding what the customer needs and recommending the right service
• Explaining how everything works, including relevant regulations
• Guiding them through AML/KYC checks
• Negotiating a fair price and closing the sale
• Making sure all customer information is accurately captured in our CRM and billing systems

Building long-term customer relationships Once a customer is onboarded, you become their go-to person. You’ll:

• Proactively check in with customers as part of our account management plan
• Help them get the most from their subscription
• Spot opportunities to extend or upgrade their services
• Respond to queries and resolve issues with a positive, solutions-focused mindset
• Manage cancellations and work to retain customers wherever possible
• Liaise with internal teams (Finance, AML, Companies House support) to keep everything running smoothly
• Keep customer data accurate and up to date across all systems

What you’ll bring

• Strong communication skills across phone, email, and face-to-face
• A naturally customer-focused, solutions-led approach
• Experience in sales, account management, or customer service
• Confidence explaining processes, regulations, and service benefits clearly
• Good negotiation skills
• A positive outlook and a calm, professional manner
• Great organisation and attention to detail
• Comfortable using CRM systems and general business software

Why this role matters

You’ll be at the heart of the customer experience — the person who helps people feel supported, informed, and confident in the services they’re using. You’ll play a key role in retaining customers, growing their value, and shaping how they perceive the business.

If you enjoy variety, autonomy, and meaningful conversations with customers every day, this is a brilliant opportunity to make a real impact.

You’ll join a warm, progressive team offering a £32,000 basic salary, a strong company benefits package, ongoing L&D opportunities, and a genuinely supportive culture. xwzovoh Hybrid working is built in, giving you the flexibility to do your best work.