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Customer Success Operations Executive

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Onsite

Customer Success Operations Executive

Intervest Software Technologies (Private) Limited

Customer Success Operations Executive

Skills

Compliance

17 days ago

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Important information


Contract type:

Permanent

Location:

Colombo, Sri Lanka

Work mode:

Onsite

Published on:

8 October 2026

What they need


๐—ฆ๐˜‚๐—บ๐—บ๐—ฎ๐—ฟ๐˜† ๐—ผ๐—ณ ๐—ฅ๐—ผ๐—น๐—ฒ

As a Customer Success Operations Executive, you are the trusted voice of our business, creating positive experiences that build lasting relationships with our customers. You support pet owners throughout their insurance journey by providing clear, accurate and easy-to-understand information, enabling them to make informed decisions with confidence. As a fully multi-skilled colleague, you take ownership of customer enquiries from first contact through to resolution wherever possible, delivering a seamless experience across every stage of the customer journey. Working within our non-advisory insurance model, you provide factual information about our products and services without making personal recommendations, always acting in accordance with FCA regulations, Consumer Duty and our commitment to delivering good customer outcomes.

๐—ฅ๐—ผ๐—น๐—ฒ & ๐—ฅ๐—ฒ๐˜€๐—ฝ๐—ผ๐—ป๐˜€๐—ถ๐—ฏ๐—ถ๐—น๐—ถ๐˜๐—ถ๐—ฒ๐˜€

  • Enhance the customer experience by establishing and building customer rapport (using personal conversations). This applies to both phone and digital channels.

  • Make it easy for our customers to deal with and interact with us.

  • Anticipate the needs of our customers, utilising your product knowledge to meet and exceed customer expectations.

  • Implement company call flows and best practice to maximise customer experience and commercial performance.

  • Achieve all operational and productivity-related targets in line with business objectives.

  • Have a relentless focus on improving our customersโ€™ experience and the perception of our brands.

  • Develop, nurture, and maintain customer relationships throughout the customer journey.

  • Own your own development, always striving for the best version of you.

  • Motivated by feedback, continuously developing self, actively seeking feedback from colleagues and your leader to improve performance.

  • Support company policies and the best practice in compliance and industry regulation, with emphasis on protecting sensitive customer information.

  • Follow all appropriate FCA regulations when selling insurance products.

  • A strong focus on Consumer Duty and the ability to identify and meet the needs of customers in vulnerable circumstances.

  • Complete 15 hours of Professional Development every year.

  • Assist customers who have questions and concerns around their petsโ€™ medical conditions and when those medical conditions change.

  • Ensuring that cancellation or changes to policies are handled with sensitivity and empathy.

๐—˜๐˜€๐˜€๐—ฒ๐—ป๐˜๐—ถ๐—ฎ๐—น ๐—ฆ๐—ธ๐—ถ๐—น๐—น๐˜€

  • Should have prior experience in handling customers through both chat and voice support.

  • Good communication skills, able to explain simply and clearly whilst building rapport with customers.

  • Curiosity and independent thought; never making assumptions and always striving to understand.

  • Accuracy and attention to detail.

  • Flexible in thought to be able to accept change and be effective in role.

  • Team working, building relationships across the organisation and externally.

  • Ability to self-manage deliverables.

  • Self-aware and honest, to proactively develop skills and behaviours.

  • Sales & Customer Services experience, with evidence of working within a targeted environment.

  • IT proficiency, especially Word, Excel, and Outlook.

  • Patience, taking time to understand our customersโ€™ needs is of the upmost importance.

๐— ๐—ฒ๐—ฎ๐˜€๐˜‚๐—ฟ๐—ฒ๐˜€ ๐—ผ๐—ณ ๐—ฆ๐˜‚๐—ฐ๐—ฐ๐—ฒ๐˜€๐˜€

Success in the role is demonstrated by consistently:

  • Delivering good customer outcomes.

  • Providing accurate, clear and compliant information.

  • Resolving customer enquiries efficiently and effectively.

  • Achieving high levels of customer satisfaction.

  • Maintaining quality and compliance standards.

  • Taking ownership from enquiry through to resolution.

  • Supporting colleagues and contributing to team success.

  • Identifying opportunities to improve the customer experience.

๐—๐—ผ๐—ฏ ๐——๐—ฒ๐˜๐—ฎ๐—ถ๐—น๐˜€

  • Working Hours: UK working hours

  • Salary: Salary will be paid in GBP

๐—ช๐—ฒ ๐—ฝ๐—ฟ๐—ฒ๐—ณ๐—ฒ๐—ฟ ๐—ฐ๐—ฎ๐—ป๐—ฑ๐—ถ๐—ฑ๐—ฎ๐˜๐—ฒ๐˜€ ๐˜„๐—ถ๐˜๐—ต ๐—ฎ ๐—ป๐—ผ๐˜๐—ถ๐—ฐ๐—ฒ ๐—ฝ๐—ฒ๐—ฟ๐—ถ๐—ผ๐—ฑ ๐—ผ๐—ณ ๐—ผ๐—ป๐—ฒ ๐—บ๐—ผ๐—ป๐˜๐—ต ๐—ผ๐—ฟ ๐—น๐—ฒ๐˜€๐˜€, ๐—ฎ๐˜€ ๐˜๐—ต๐—ถ๐˜€ ๐—ฎ๐—น๐—ถ๐—ด๐—ป๐˜€ ๐—ฏ๐—ฒ๐˜๐˜๐—ฒ๐—ฟ ๐˜„๐—ถ๐˜๐—ต ๐—ผ๐˜‚๐—ฟ ๐—ฐ๐˜‚๐—ฟ๐—ฟ๐—ฒ๐—ป๐˜ ๐—ต๐—ถ๐—ฟ๐—ถ๐—ป๐—ด ๐—ฟ๐—ฒ๐—พ๐˜‚๐—ถ๐—ฟ๐—ฒ๐—บ๐—ฒ๐—ป๐˜๐˜€.

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