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Customer Success Lead - Capital Markets Clients Location: Belfast / Hybrid Type: Full-time Industry: Technology Training Are you an experienced client success professional with a passion for building strong, strategic relationships? Would you like to lead key customer engagements with global capital markets clients, helping them maximise the value of innovative technology training solutions? My client, a leader in the technology training industry, is seeking a Customer Success Lead to oversee relationships with a portfolio of high-profile financial and technology clients. This role is ideal for someone who thrives on partnership, delivery excellence, and driving measurable outcomes for clients. Role Overview As a Customer Success Lead, you'll take ownership of client success across several major accounts. You'll ensure smooth delivery of learning programmes, lead client strategy sessions, and guide internal teams to exceed client expectations. Working closely with senior stakeholders, you'll help shape the company's approach to client engagement as it continues to grow within the capital markets sector. Key Responsibilities Act as the primary point of contact for key clients, ensuring satisfaction, engagement, and long-term retention. Lead strategic conversations to understand client objectives and design solutions that deliver tangible business results. Oversee delivery of training programmes, coordinating with operations, instructors, and product teams. Manage client feedback, identify risks, and implement improvements to enhance service quality. Spot and nurture opportunities for account growth, renewals, and cross-selling. Mentor junior members of the Customer Success team and promote best practices across the function. Maintain accurate reporting and CRM updates to support forecasting and performance tracking. Key Skills & Experience 4+ years' experience in Customer Success, Account Management, or Client Delivery, ideally in technology, SaaS, or training environments. Strong track record of managing senior client relationships within financial services or capital markets. Excellent communication, negotiation, and stakeholder management skills. Highly organised, proactive, and capable of managing multiple accounts simultaneously. Skilled in client onboarding, requirements gathering, and outcome-based delivery. Experience with CRM systems and business reporting tools. A strategic mindset with a passion for enabling client success and continuous improvement. What's on Offer Competitive salary and benefits package. Opportunity to work directly with global capital markets clients. A collaborative, growing team within an innovative technology training business. Career progression and ongoing professional development opportunities. Flexible hybrid or fully remote working model. If you have any further questions on the role, please feel free to reach out to Brendan McCrory directly.