Customer Excellence Lead

Manage the complete client experience at Partners in Profit, from first contact through ongoing relationships, while
developing our Customer Excellence Advisers to help every client feel genuinely valued.

About The Role

We’re looking for someone who genuinely notices how other people experience a business.

As our Customer Excellence Lead, you’ll help make sure that working with Partners in Profit feels as good as the work we actually deliver.

That means thinking about all the little things that can make the difference between a client feeling like a customer on a system and feeling like someone we genuinely know and value.

You’ll get to know our clients, understand what matters to them and help make sure communication doesn’t disappear once they’ve signed a contract.

You’ll also support and develop our Customer Excellence Advisers, helping them become increasingly confident in managing relationships, solving problems and making good decisions for clients.

We don’t expect you to arrive with years of customer experience management behind you.

We’re much more interested in finding someone who is naturally good with people, notices when something doesn’t feel quite right, is comfortable having conversations and genuinely wants to help others develop.

We’ll teach you our business, our approach and the skills you need to grow into the role.

Key Responsibilities

Client Experience

• See the business through clients’ eyes
• Build relationships and keep communication flowing
• Step in when a client needs extra care or attention

Team Development

• Support and coach Customer Excellence Advisers
• Give useful feedback and create learning opportunities
• Be supportive without lowering expectations

Relationship Management

• Build genuine, long-term client relationships
• Help new clients settle in with joined-up handovers
• Handle problems honestly and put things right when they occur

Continuous Improvement

• Gather client feedback and spot recurring themes
• Feed insights back to the team
• Work with the Business Operations Manager on process fixes

You'll Thrive If You

Genuinely like people and notice what makes someone feel valued
Can stay calm and have difficult conversations when needed
Like helping other people become more confident

WHAT SUCCESS LOOKS LIKE

• Clients feel that we know them and don’t have to repeat themselves
• Problems are dealt with rather than passed around
• Advisers become increasingly capable and confident
• Feedback leads to actual improvements

Future Scope

Client Relationship Strategy

Shape the wider approach to long-term client relationships.

Team Leadership & Development

Grow and lead a larger Customer Excellence team.

Client Onboarding Design

Develop more structured onboarding journeys for new clients.

Feedback & Insight Systems

Build stronger systems for gathering and acting on client feedback.

Service Standards

Define and maintain service quality standards across the business.

Customer Experience Leadership

Develop into a senior customer experience leadership role.

At a Glance

Salary

£32,000–£42,000 (depending on experience)

Employment type

Permanent

Hours

TBC (Full-time)

Hybrid working

Yes

Reporting to

Founders

Interested?

We're building something extraordinary and would love to hear from you.

THE IMPACT YOU'LL MAKE

Your work will help clients feel genuinely valued and turn every relationship into a long-term partnership.
Elevate the client experience
Grow a confident support team
Build lasting client loyalty