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intelliflo is a global business that welcomes bold ideas and all points of view. Doing what matters inspires us, and we believe that we grow best – as people and businesses - by working together and always striving to get better without fearing failure.
We’re not looking for a ‘culture fit’. We want you to bring your unique skills and perspectives and add to our culture, not conform to it. This isn’t about finding the person who fits in; we want people who stand out.
Who is intelliflo?
Sound financial advice has the power to transform lives and should be accessible to the many, not the few. intelliflo widens access to financial advice through leading technology that powers the advisory experience.
We use open software architectures and unmatched industry experience to simplify a complex digital landscape and help advisors flourish and grow. Our solutions support over 30,000 financial advisors globally, who represent over three million households with over USD 1 trillion assets.
intelliflo operates independently under its own brand as a wholly owned subsidiary of Invesco, a global leader in the asset management industry.
Your Team:
The Strategic Customer Success Analyst is an integral part of intelliflo's Strategic and Enterprise Customer Team, comprised of Customer Relationship Manages and Customer Success Managers. The team is dedicated to managing and nurturing relationships with c.150 of intelliflo's largest customers, Strategic being focused on the most important relationships to intelliflo c100 customers.
Your Role :
As a strategic Customer Success Analyst you will drive customer adoption of intelliflo functionality and service that will enable them to derive greater value from their investment in intelliflo office and outstanding customer satisfaction. You will also be responsible for overseeing projects with customers identified by the customer relationship manager and customer success manager.
What you will be doing :
To own, drive and manage programmes of adoption and improvement for Intelliflo customers in key functional and new service areas such that they derive a greater level of value in the service they take from intelliflo
Produce data insights for customers to identify trends, highlights success and opportunities, and ultimately help to drive adoption of intelliflo solutions and increase retention.
Use data analytics to identify Intelliflo and Customer behaviors that reduce churn, increase retention and increase upsell and cross-selling to customers. Help identify and deliver strategies into the Customer teams.
Work collaboratively with the strategic customer managers, to deliver an exceptional customer experience with a focus on delivering to desired customer outcomes.
Continually look for opportunities for improvement both within the Customer Success area and in the wider Intelliflo teams.
Identify product improvement opportunities driven from your insight of Customer Success and feed them into the Product Management process with business cases to drive product change.
Identify improvements pertaining to Customer Onboarding and feed them into the Business Implementation Consultant team’s improvement programme.
What you will bring:
Understanding of how financial advice business operate in the UK market and understanding of how technology can support this.
Experience within a customer success environment role
Experience in data analysis/presentation and reporting
Numeracy/data rationality/decision making
Problem solving
Innovation
Planning and organising
Time Management
Influencing & developing relationships
Communication (written and verbal)
intelliflo’s workplace model is designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection when possible. Most teams within our England office work 1-day a week in the office, however, most of our teams within the United States and India operate in a remote working pattern. Certain limitations apply. Please consult with your Talent Acquisition contact during the interviewing process.
What’s in it for you?
intelliflo offers industry-leading Total Rewards that help you thrive – in and out of the office, including competitive pay, retirement savings plans, generous health and wellness benefits, and much more.
Our commitment to diversity, equality, and inclusion
Our aspiration is for our workforce to continually reflect the diversity of people and perspectives in today’s evolving society, which we believe is fundamental to our efforts to widen access to financial advice. intelliflo is proud to be an Equal Opportunity Employer. We are committed to equal employment opportunity for all job applicants and employees. Individuals seeking employment at intelliflo are considered without regards to race, religion, color, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, military or veteran status; or any other characteristic protected by applicable laws.
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.
