Customer Success Assistant – Disclosure Services

About the role

The Customer Success Assistant will support CDP’s Disclosure Services team in delivering a seamless experience for discloser customers. You will work closely with Account Managers and the broader Customer Success function to create content, manage data, and provide operational support.

Key responsibilities

• Assist in creating content for webinars, events and customer calls, including presentations and reports.
• Develop and format materials using PowerPoint and Excel for internal updates and customer presentations.
• Contribute to the creation of Disclosure Services deliverables, tools and regional performance metrics.
• Maintain and update team databases and data records to ensure accuracy.
• Support Account Managers with data visualisations, queries and member requests.
• Respond promptly to external inquiries received through the team inbox.
• Catalogue, maintain and regularly refresh support resources for Account Managers and discloser customers.

Required profile

• Strong attention to detail and ability to manage multiple tasks simultaneously.
• Excellent written and verbal communication skills in English.
• Proactive attitude with a focus on delivering high‑quality support.
• Ability to work collaboratively with cross‑functional teams.
• Comfort with handling data and generating clear visualisations.

Required skills

• PowerPoint
• Excel