Customer Success Manager - Finance
Apply now
Customer Success Manager - Finance

Customer Success Manager - Finance

Full-Time 28800 - 43200 £ / year (est.) No home office possible
Apply now
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At a Glance

  • Tasks: Support schools and MATs by providing training and consultancy on finance software.
  • Company: Join a leading EdTech provider specializing in Finance and Management Information Systems.
  • Benefits: Enjoy a full-time role with opportunities for travel and professional growth.
  • Why this job: Make a real impact in education while working with innovative software and supportive teams.
  • Qualifications: Experience with school finance systems and strong communication skills are essential.
  • Other info: This is an entry-level position perfect for motivated individuals looking to grow.

The predicted salary is between 28800 - 43200 £ per year.

Customer Success Manager – Finance (Market leader in EdTech)

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.

Bromcom is an equal opportunities employer.

Seniority level

Entry level

Employment type

Full-time

Industries

Software Development

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Customer Success Manager - Finance employer: Bromcom

Bromcom is an exceptional employer, offering a dynamic work environment where your expertise in finance systems can truly shine. With a strong commitment to employee growth, we provide comprehensive training and support, ensuring you thrive as a Customer Success Manager. Our collaborative culture fosters innovation and adaptability, making it an ideal place for motivated individuals looking to make a meaningful impact in the EdTech sector.
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Contact Detail:

Bromcom Recruiting Team

StudySmarter Expert Advice 🤫

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

✨Tip Number 1

Familiarize yourself with Bromcom Finance products and their key features. Understanding the software will not only help you during the interview but also demonstrate your genuine interest in the role.

✨Tip Number 2

Leverage your existing network within the education sector. Reach out to former colleagues or contacts who have experience with school finance systems to gain insights and tips that could be beneficial in your application process.

✨Tip Number 3

Prepare to discuss specific examples from your past roles where you've successfully supported users or managed customer relationships. Highlighting these experiences will showcase your ability to excel as a Customer Success Manager.

✨Tip Number 4

Stay updated on trends in EdTech and finance management systems. Being knowledgeable about industry developments will help you engage in meaningful conversations during interviews and show your commitment to continuous learning.

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

Experience with School Finance Systems
Customer Success Management
Excellent Communication Skills
Presentation Skills
Data Analysis
Reporting Skills
Adaptability to Software Changes
Self-Organization
Proactive Problem Solving
Training and Support Delivery
Time Management
Consultancy Skills
Escalation Management

Some tips for your application 🫡

Understand the Role: Make sure you fully understand the responsibilities of a Customer Success Manager in the finance sector. Highlight your relevant experience with school finance systems and how it aligns with the job description.

Tailor Your CV: Customize your CV to emphasize your experience as a bursar, business manager, or finance manager. Include specific examples of how you've used finance software and your communication skills in previous roles.

Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for the role and your willingness to learn. Mention your interest in data analysis and how you can contribute to customer success at Bromcom.

Highlight Soft Skills: In your application, emphasize your self-organization and ability to adapt to changing software. Provide examples of how you've successfully managed your time and supported customers in the past.

How to prepare for a job interview at Bromcom

✨Show Your Finance Knowledge

Make sure to highlight your experience with school finance systems during the interview. Be prepared to discuss specific software you've used and how it relates to the Bromcom Finance products.

✨Demonstrate Communication Skills

Since this role involves training and support, practice explaining complex concepts in simple terms. Use examples from your past experiences where you successfully communicated with non-technical users.

✨Be Ready to Adapt

The job requires a willingness to learn and adapt as the software evolves. Share instances where you've successfully adapted to new systems or processes in your previous roles.

✨Organizational Skills Matter

Discuss how you manage your time and prioritize tasks. Provide examples of how you've organized your calendar or handled multiple responsibilities effectively in the past.

Customer Success Manager - Finance
Bromcom
Apply now
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