Customer Intelligence Representative

Work closely with Customer Success to make sure they walk into every customer conversation better informed, better prepared and one step ahead. Research existing customer accounts and uncover information that can help us better understand and grow those relationships. Map key stakeholders, decision-makers and influencers across customer organisations. Identify who owns what, who has joined or left the business, reporting lines and changes in senior leadership. Research customer spend, product usage, purchasing behaviour and potential whitespace opportunities. Identify where customers are spending today and where there may be opportunities for us to leverage. Work closely with Customer Success, Sales, Marketing and Data to continuously improve how we understand our customers. Monitor customer businesses for meaningful signals - funding rounds, acquisitions, new offices, expansion, hiring, leadership changes and other relevant developments. Build and maintain customer intelligence cards / account profiles that give CSMs a powerful snapshot of each account. Turn research into clear insights and recommendations rather than simply collecting data. Give CSMs relevant intelligence before customer meetings, QBRs, renewals and expansion conversations. Identify potential cross-sell, upsell and expansion opportunities and surface them to the relevant CSM. Help CSMs understand the wider organisation beyond their existing contacts.

Desired Candidate Profile

Around 1 year of experience in a role involving research, data, customers, sales, business development, operations or analysis. Experience using LinkedIn, CRM systems such as Hubspot, company websites or online research tools to find and understand information. Comfortable working with Excel / Google Sheets and handling structured data. Strong written and verbal communication skills, with the ability to summarise findings clearly. Good attention to detail: you enjoy spotting things that others might overlook.