At a Glance
- Tasks: Support Multi-Academy Trusts in financial planning and decision-making using our innovative software.
- Company: Join IMP, a fast-growing, award-winning tech company transforming finance for schools.
- Benefits: Enjoy 27 days holiday, health insurance, home office stipend, and funded professional development.
- Other info: Flexible work environment with a focus on personal growth and team collaboration.
- Why this job: Make a real impact in education finance while building strong relationships with Trusts.
- Qualifications: 3+ years in finance, AAT Level 3 or equivalent experience required.
The predicted salary is between 40000 - 40000 £ per year.
Customer Success Manager
Reporting to: Head of Customer Success
Department: Support - Customer Success
Salary: Up to £40,000
About IMP
At IMP we help Multi-Academy Trusts (MATs) take control of their finances. Our MAT-first software is built by people who know the sector inside out. Former trust professionals, finance experts and product specialists are all part of our team. More than half of all MATs in the UK already use IMP to plan with confidence, simplify complex processes and make smarter decisions. We’re proud to be independent, founder-led and growing fast. Alongside our award-winning products, we’ve built a culture we’re equally proud of. We are ranked as one of the UK’s Top 25 Great Places to Work for mid-sized companies. Respect, collaboration and personal growth sit at the heart of how we work. You’ll find flexibility, support and opportunities to develop here, alongside regular team socials and funded CPD.
Role Overview
We are looking for a confident and analytical finance professional to join our Customer Success team at IMP Software. If you have strong accounting experience and enjoy supporting schools and Trusts to improve financial planning and decision‑making, this could be the perfect next step. In this role, you will work closely with Multi‑Academy Trusts to help them embed our planning tools, improve the accuracy of their financial and staffing data, and build confidence in their budgeting and forecasting processes. You will guide Trusts through onboarding, deliver training, and act as a trusted partner in their ongoing success.
Key Responsibilities
- You will play a vital role in supporting our customers across both their initial and ongoing success journey.
- You will ensure every Trust achieves measurable value from our products, helping them to embed IMP Software into their day‑to‑day operations and achieve their strategic objectives.
- This hybrid role bridges Initial Success (training and early adoption) and Customer Success (long‑term engagement and growth).
- You will work closely with Implementation, Account Management and Support teams to ensure a seamless experience from onboarding through to renewal.
- You will have particular responsibility for delivering Initial Success training for ICFP, ensuring Trusts complete onboarding within a 45‑day timeline, with training focused on ensuring curriculum and finance alignment from the outset.
- Manage a portfolio of Trusts, supporting both new and existing customers across Planner, ICFP and other IMP products.
- Lead the Initial Success (training) process for ICFP, delivering structured onboarding, training and early‑stage adoption within a 45‑day period.
- Partner with Trusts to help them realise full value from IMP Software, ensuring strong engagement, accurate usage and alignment to Trust goals.
- Conduct regular Success Reviews to discuss adoption, performance and identify areas for optimisation.
- Act as the customer’s advocate within IMP, working cross‑functionally with Implementation, Support, Product and Account Management teams.
- Identify customers at risk and work proactively to re‑engage and retain them.
- Support the ongoing development of best practice resources, playbooks and training content.
- Contribute to continuous improvement of the customer journey, including the rollout of the LMS and Community Forum.
Core Background
- MUST HAVE for the role – Minimum 3 years in a finance‑based role (Trust, school or external finance environment).
- Experience with budgets, forecasting, monitoring financial performance and producing or reviewing management accounts.
- MUST HAVE for the role – AAT Level 3 or above preferred, or equivalent practical accounting experience.
- School or Trust experience preferred but not mandatory if finance knowledge is strong.
- Curriculum experience helpful but not essential.
Skills, Experience and Attributes
- Strong budgeting, forecasting and financial analysis skills.
- Confident identifying discrepancies and validating data.
- Ability to explain financial concepts clearly to non‑finance audiences.
- Experience delivering training or process walkthroughs.
- Comfortable engaging with CFOs, COOs, Heads and Business Managers.
- Strong project ownership and ability to manage competing priorities.
- Passion for customer success and confidence to build strong, trusted relationships at all levels.
Benefits
- 27 days of holiday per year plus bank holidays (with a buy option up to an additional 5 days).
- Enhanced maternity and paternity leave.
- AXA Health insurance including dental, optical and mental health.
- Broadband allowance.
- Home office stipend.
- Life assurance (4× basic salary).
- Encouraged and funded CPD.
Customer Success Manager - Finance software in Exeter employer: IMP Software
At IMP, we pride ourselves on being an exceptional employer, offering a supportive and collaborative work culture that prioritises personal growth and flexibility. As a Customer Success Manager, you'll not only have the opportunity to make a meaningful impact on Multi-Academy Trusts but also benefit from generous holiday allowances, comprehensive health insurance, and funded professional development. Join us in our mission to empower educational institutions while enjoying a vibrant team environment and a commitment to your career advancement.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Success Manager - Finance software in Exeter
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and education sectors. Attend industry events or webinars where you can meet potential employers or colleagues. Remember, it’s all about who you know!
✨Tip Number 2
Prepare for those interviews! Research IMP Software thoroughly—know their products, culture, and values. Be ready to discuss how your experience aligns with their mission of helping Multi-Academy Trusts succeed.
✨Tip Number 3
Showcase your skills! During interviews, share specific examples of how you've helped previous clients or teams achieve success. Use metrics to demonstrate your impact—numbers speak volumes!
✨Tip Number 4
Don’t forget to follow up! After your interview, send a thank-you email expressing your appreciation for the opportunity. It’s a great way to reinforce your interest in the role and keep you top of mind.
We think you need these skills to ace Customer Success Manager - Finance software in Exeter
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Customer Success Manager role. Highlight your finance experience and how it aligns with helping Multi-Academy Trusts succeed. We want to see how you can bring value to our team!
Showcase Your Skills:Don’t just list your qualifications; demonstrate your budgeting, forecasting, and financial analysis skills. Use specific examples from your past roles to show us how you've made a difference in customer success or finance.
Be Personable:Remember, we’re looking for someone who can build strong relationships. Let your personality shine through in your application. Share your passion for customer success and how you’ve engaged with clients in previous roles.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at IMP Software
✨Know Your Numbers
As a Customer Success Manager in finance software, it's crucial to be comfortable with financial concepts. Brush up on budgeting, forecasting, and financial performance metrics. Be ready to discuss how you've used these skills in past roles, as this will show your analytical prowess.
✨Showcase Your Training Skills
Since you'll be delivering training to Trusts, prepare examples of how you've successfully trained others in the past. Think about specific challenges you faced and how you overcame them. This will demonstrate your ability to engage and educate clients effectively.
✨Understand the Customer Journey
Familiarise yourself with the customer journey at IMP Software. Be prepared to discuss how you would support customers from onboarding through to renewal. Highlight any experience you have in managing customer relationships and ensuring their success.
✨Be a Problem Solver
In this role, you'll need to identify customers at risk and re-engage them. Prepare to share examples of how you've proactively solved problems in previous positions. This will illustrate your commitment to customer success and your ability to think on your feet.
