Client Success Manager, Mid-Market

Day-to-day you can expect to:

Manage your portfolio with a structured approach to prioritisation, tailoring your engagement to each account's maturity, size, goals and behaviour

Monitor account health indicators and act on risk signals before they escalate

Run purposeful touchpoints such as QBRs and engagement workshops, relevant to each client's stage and context

Build relationships with multiple stakeholders in each account and develop champions who will speak up for Perkbox internally

Partner with your contract manager on renewal and expansion conversations, sharing timely context on account health and relationship dynamics

Track usage data across your accounts, spot adoption gaps and work with clients to close them

Encourage clients to take part in advocacy programmes, including case studies, references and testimonials

Gather structured client feedback and share it with Product, Marketing and Support, representing the client accurately and specifically

Keep records in our CS tooling accurate and up to date so handoffs and visibility stay smooth

To be successful, you'll have:

Experience managing a high-volume portfolio (50+ accounts) with a clear framework for prioritising time and coverage

Confidence interpreting usage and health metrics and turning them into practical action

Clear communication skills, with the ability to adapt your approach to different audiences

A proactive mindset, anticipating client needs and acting on early signals in account behaviour

Experience working in a split commercial model, with a clean understanding of what sits with you and what sits with the contract manager

A track record of building relationships across an account and identifying potential champions

Proficiency with CS tools such as Salesforce, Planhat, Gong or similar, using them to manage and document account activity

The ability to adapt when the context shifts while keeping quality high

Bonus points if you bring:

Experience in a B2B SaaS environment, with a good grasp of recurring revenue models and subscription-based client relationships

Experience running or contributing to client advocacy programmes, and knowing what it takes to move a happy client towards active participation

Why Perkbox?
Perkbox is the employee experience platform built to care for, connect with, and celebrate employees in all areas of life. With more than 20 years of experience across public, private, SME and corporate sectors, we support nearly 4 million employees across 7,500 organisations in the UK and Australia. From the NHS to leading private sector businesses, our platform brings together benefits, wellbeing, and recognition in one place people actually use. From access to expert mental health services to help with the cost of everyday essentials, our range of benefits and wellbeing tools meets people where they are, at work and beyond. We're redefining what employee benefits can be. And we're just getting started.

The Interview Process
Our interview process involves 4 main stages:

Application

Short call with a member of the TA team

30-minute video call with the Hiring Manager and one other team member

Final interview and task with two members of the team

Our average process takes around 2 to 3 weeks, but we will always work around your availability. We'll keep you updated throughout the process.

We're committed to being an inclusive employer and creating a fair workplace for all. We encourage applications from candidates across all backgrounds, circumstances, ages, disabilities, ethnicities, religions or beliefs, gender identities, or sexual orientations.

We're happy to offer reasonable adjustments during our hiring process. Just let us know what's needed.