Junior Customer Success Manager

RO·Iasientry

Customer Success ManagerCustomer

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Quick Summary

Overview

As Klea's Customer Success team continues to grow, we're looking for ambitious, people-oriented individuals to join us at the ground floor and build a career in Customer Success from the start.

Key Responsibilities

Data entry Accurately transfer data from spreadsheets/word documents into Klea, our online platform. Follow prescribed data entry procedures and quality standards Upload documentation into the Klea platform, using provided best practice Maintain…

Technical Tools

excelcustomer-success

As Klea's Customer Success team continues to grow, we're looking for ambitious, people-oriented individuals to join us at the ground floor and build a career in Customer Success from the start.

You'll begin by developing a deep understanding of our platform through hands-on data management work — giving you the foundation, context, and product knowledge that sets our best CSMs apart. After an initial period of 3 to 6 months, high-performing team members will progress into customer-facing Junior Customer Success Manager roles, where you'll own client relationships, drive adoption, and directly impact customer outcomes.

Responsibilities

~1 min read

Accurately transfer data from spreadsheets/word documents into Klea, our online platform.
Follow prescribed data entry procedures and quality standards
Upload documentation into the Klea platform, using provided best practice
Maintain consistent attention to detail throughout the data entry & document upload process
Ensure all data entries & uploads are complete and error-free
Report any discrepancies or issues to the Customer Success Team

Support senior CSMs in managing a portfolio of customer accounts, following established playbooks to run customer journeys with guidance
Join customer calls and meetings, building rapport with day-to-day contacts and gradually taking on more ownership as confidence and product knowledge grows
Develop a thorough understanding of each customer's goals and how Klea's core platform and modules can help them achieve them
Help onboard new customers onto the Klea platform, drawing on your data entry experience to guide them through best practices and support early usage milestones
Monitor customer accounts, identifying potential risks or disengagement early and flagging to the wider CS team
Maintain accurate and up-to-date reporting on your accounts and activities
Follow internal processes and tools reliably, contributing to a consistent and high-quality customer experience

Fluent in English, with strong written and verbal communication skills
A people person — personable, professional, and able to build rapport with customers. Office experience is a bonus; however the confidence and customer skills gained from roles like retail, hospitality, or any people-facing environment are just as valuable for the role.
Excellent attention to detail and a commitment to accuracy
Comfortable working with online software platforms and picking up new tools quickly, including proficiency in Microsoft Excel and spreadsheet navigation
Organised, with the ability to manage your own workload and time effectively
Ambitious and motivated by a clear path into a customer-facing career
A background, in or awareness of corporate law, entity management, or professional services is a strong bonus, but not essential.
Previous data entry or customer success experience is a bonus but not essential