Customer Success Manager - Finance
Customer Success Manager - Finance

Customer Success Manager - Finance

Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support schools with finance software, providing training and consultancy.
  • Company: Join a leading provider of Finance and MIS solutions for schools and MATs.
  • Benefits: Enjoy flexible working options and opportunities for personal growth.
  • Why this job: Make a real impact in education while developing your skills in a dynamic environment.
  • Qualifications: Experience in school finance systems and strong communication skills are essential.
  • Other info: Some travel may be required to support customers on-site.

The predicted salary is between 36000 - 60000 £ per year.

An outstanding opportunity to join a leading Finance and Management Information System (MIS) provider for schools and MATs. We are looking for individuals with experience of using School and/or MAT Finance systems - for example school bursars, business managers or finance managers who are seeking a career change. It is important that candidates are highly motivated, positive and willing to learn and adapt as the software changes and improves.

Job Functions:

  • Provide training to and act as a Customer Success Manager for schools and MATs – applying your knowledge of the Bromcom Finance products to provide 1-2-1 phone call and onsite support for new users; covering key business processes.
  • On an ongoing basis, provide enhanced advice and consultancy services on software best use.
  • Act as a point of escalation for your customers, for example on helpdesk cases.
  • Manage your own calendar to ensure that your time is spent where needed.
  • Conduct health checks and other proactive checks on your sites, as part of the service. This role can involve some travel, depending on where the customers are. This would be discussed as part of the recruitment.

Required Experience/Skills:

  • Experience of existing school finance software and key processes, such as a school bursar, business manager or finance manager.
  • Excellent communication and presentation skills.
  • Natural interest in systems - data analysis and reporting.
  • Ability to learn and adapt as our software changes.
  • Self-organised and a self-starter.
  • Excellent people skills.

Bromcom is an equal opportunities employer.

Customer Success Manager - Finance employer: Bromcom Computers

Bromcom is an exceptional employer that values innovation and employee development, making it an ideal place for a Customer Success Manager in the finance sector. With a supportive work culture that encourages continuous learning and adaptation, employees benefit from comprehensive training and consultancy opportunities while working closely with schools and MATs. Located at the forefront of educational finance solutions, Bromcom offers a dynamic environment where your expertise can truly make a difference.
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Contact Detail:

Bromcom Computers Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Customer Success Manager - Finance

✨Tip Number 1

Familiarise yourself with Bromcom Finance products and their key features. Understanding the software inside out will not only boost your confidence during interviews but also demonstrate your genuine interest in the role.

✨Tip Number 2

Network with current or former Customer Success Managers in the finance sector. Engaging with professionals who have experience in similar roles can provide you with valuable insights and tips that could set you apart from other candidates.

✨Tip Number 3

Prepare to discuss specific scenarios where you've successfully trained or supported users in a finance context. Highlighting your past experiences will showcase your ability to adapt and excel in the Customer Success Manager role.

✨Tip Number 4

Demonstrate your self-organisation skills by managing your time effectively during the application process. Show that you can prioritise tasks and manage your calendar, as this is crucial for the role you'll be applying for.

We think you need these skills to ace Customer Success Manager - Finance

Experience with School Finance Systems
Excellent Communication Skills
Presentation Skills
Data Analysis
Reporting Skills
Adaptability to Software Changes
Self-Organisation
Customer Support Skills
Consultancy Skills
Problem-Solving Skills
Time Management
Interpersonal Skills
Motivation and Positivity
Ability to Conduct Training

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience with school finance systems. Include specific roles you've held, such as bursar or finance manager, and detail your responsibilities and achievements in those positions.

Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the Customer Success Manager role. Mention how your background in finance and your communication skills make you a great fit for providing training and support to schools and MATs.

Showcase Your Soft Skills: Emphasise your excellent people skills and ability to adapt to new software. Provide examples of how you've successfully trained others or managed customer relationships in previous roles.

Highlight Your Interest in Systems: Demonstrate your natural interest in data analysis and reporting. Mention any relevant experience you have with software tools or systems that relate to finance management, showcasing your ability to learn and adapt.

How to prepare for a job interview at Bromcom Computers

✨Showcase Your Relevant Experience

Make sure to highlight your experience with school finance systems during the interview. Discuss specific roles you've held, such as a bursar or finance manager, and how they relate to the Customer Success Manager position.

✨Demonstrate Communication Skills

Since excellent communication is key for this role, practice articulating your thoughts clearly. Prepare examples of how you've successfully trained or supported others in the past, showcasing your ability to convey complex information simply.

✨Express Your Adaptability

The job requires someone who can learn and adapt as software changes. Be ready to discuss instances where you've had to quickly learn new systems or processes and how you managed that transition effectively.

✨Prepare Questions About the Role

Show your interest in the position by preparing thoughtful questions about the role and the company. Ask about the types of challenges customers face and how the team collaborates to overcome them, demonstrating your proactive mindset.

Customer Success Manager - Finance
Bromcom Computers
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