Company
Since 1997, Windfall Brands has been helping new and established brands succeed on the shelves in supermarkets, in petrol stations, behind the bar, and on menus all over the UK. We helped create the fruit cider category over 10 years ago and launched the first CBD drink brand in the UK, we've been ahead of the curve more than once.
Today we work across fruit juice, snacking, alcohol, food, and soft drinks, in trade channels from supermarkets to the licensed on-trade, high street, and foodservice. Our brands turn up in places like Starbucks, the staff restaurants at Google and Twitter, and on the shelves at Holland & Barrett and Boots.
We're a family-run business, and it shows: we're small enough that people know your name and what you're working on, and ambitious enough that we want everything we do to make a difference rather than just tick a box. We take our CRM seriously too, not as admin, but as the quickest way to spot where the next opportunity is.
The Role
Our Client Managers make it as easy as possible for the sales team to sell, while making sure clients feel genuinely well looked after. This role is your way into that world, a solid first step into FMCG account management for a recent graduate, or someone with a year or two of client-facing or data-focused experience, with a clear path towards becoming a Client Manager within 2-3 years.
It's the person as much as the experience that counts. If you're organised, curious about data, and want to work with brands people actually love, we'd like to hear from you.
Role Details
Title: Client Success Executive
Purpose: Supporting the development of client relationships to achieve profitable sales and distribution of our clients' products within the UK
Type: Full Time, Permanent
Location: Office based, Poole, Dorset
Reporting To: Senior Client Manager
Qualifications
- Recent graduate, or up to 2 years' experience in sales, account management, client services, or a data / analytics-related role
- FMCG experience welcome but not essential
- Comfortable with data and spreadsheets, and genuinely interested in using systems like CRM software to find patterns, not just enter information
- A good standard of education including maths and English & higher education (degree above) preffered
Benefits
- 28 days holiday per year, inclusive of bank holidays
- Company pension
- Bonus scheme
- On-site parking
- Sick pay
- Casual dress
- Flexitime
- Work from home (1-2 days per week if desired, after probation period)
Key Areas of Responsibility
- Work closely with your Client Manager to help deliver client / brand growth strategies
- Support delivery of key business objectives agreed with your line manager and clients
- Help prepare, and over time lead, client update meetings
- Act as a day-to-day contact for a number of smaller clients or brands
- Help manage and report on annual trade promotional budgets
- Support the rolling 12-month sales forecast, liaising with the sales team
- Use our CRM system and monthly sales data to build sales analysis for clients, spotting trends worth flagging before you're asked to look
- Keep CRM records accurate and up to date
- Support our customer business management team with trade presentations, sales aids, and category recommendations
Working Rhythm
- Bi-weekly: team meeting on brand performance and target accounts, a good way to see how the wider team reads the market
- Monthly: client call with the team, and a look at topline sales figures against budget
- Quarterly: a check-in on your own development and progress
Professional Competencies
Career Experience
- Recent graduate, or up to 2 years' experience in a client-facing, sales, or data-related role
- Exposure to UK grocery or out-of-home trade sectors is a bonus, not a requirement
- Understanding of data: able to read and manipulate figures in Excel or a CRM system
About You
- Confident and approachable on the phone, on video calls, and in person, since that's where most of your day will happen
- A proactive problem-solver who'll try things out, and ask the right questions when needed
- Well organised, able to juggle several brands and categories at once
- Keen to work autonomously and take on responsibility quickly
- Genuinely curious about data, you enjoy finding the story behind the numbers
- Interested in the wider factors (economic, market, industry) that can affect a client's business
- Intermediate level of Microsoft Word, Excel, and PowerPoint
What We'll Help You Develop
- Confident, insight-led use of our CRM and reporting tools to support client recommendations
- PowerPoint skills to create and adapt impactful presentations for trade and client reviews
- Commercial acumen: ROI calculations, promotional evaluation, and sales modelling
- The core principles of category management
- Running a smooth new client onboarding
- A clear development path towards a Client Manager role within 2-3 years
Pay: £27,000.00-£30,000.00 per year
Benefits:
- Casual dress
- Company pension
- Free parking
- Life insurance
- On-site parking
- Private medical insurance
- Sick pay
Work Location: In person
