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- Tasks: Create Raving Fans by exceeding customer expectations and driving advocacy.
- Company: Join a rapidly scaling Accounting Software company with ambitious growth plans.
- Benefits: Competitive salary, career development opportunities, and a dynamic work environment.
- Why this job: Make a real impact by transforming satisfied customers into passionate advocates.
- Qualifications: Accounting background or financial software implementation experience required.
- Other info: Proactive role with strong potential for personal and professional growth.
The predicted salary is between 36000 - 60000 £ per year.
Please Note - Seeking candidates with an accounting background or financials software implementations (Consulting / Delivery). Please do not apply if you are not able to meet this criteria.
Jade Road Consulting are partnering with a rapidly scaling Accounting Software company that has doubled in size every year since launch. With an ambitious FY26 growth strategy underway, they’re now looking to expand their Customer Success function, seeking experienced practitioners who can drive the customer agenda.
The Customer Success Executive exists to create Raving Fans: customers who love what we do, advocate for us publicly, and actively refer us to their networks. This is not about keeping customers satisfied. Satisfaction is passive. Raving Fans are customers who tell their peers about us without being asked, who agree to case studies and testimonials, and who recommend us when their contacts are looking for accounting software.
You will own a portfolio of 60–80 customers post-go-live, building relationships that go beyond support and adoption into genuine advocacy. Your success is measured not just by retention and usage, but by how many of your customers become active promoters of the brand.
Key Responsibilities- Create Raving Fans
- Deliver an experience that exceeds expectations at every interaction.
- Understand each customer's business goals and ensure they see us as essential to achieving them.
- Identify what would make each customer willing to actively recommend us and work to deliver it.
- Drive Customer Advocacy & Referrals
- Identify and nurture advocates within your portfolio who will speak on our behalf.
- Secure testimonials, case studies, video references, and speaking opportunities.
- Create a pipeline of referenceable customers for Sales and Marketing to draw upon.
- Own Adoption & Value Realisation
- Conduct regular check-ins and business reviews aligned to customer goals.
- Ensure customers are aware of features and functionality that would benefit them.
- Connect customer outcomes, make the value visible, not assumed.
- Proactive Engagement
- Maintain a structured outreach cadence: every customer hears from you, not just the ones who shout.
- Build trusted relationships with Finance Managers, Financial Controllers, and CFOs.
- Identify and develop champion users who will advocate internally and externally.
- Communicate product updates, new features, and best practices before customers ask.
- Customer Feedback & Issue Resolution
- Own the resolution of customer concerns within your portfolio, developing and executing recovery plans to bring customers back on side.
- Ensure feedback is actioned, updates are communicated, and the loop is closed with customers.
- Share insights on recurring themes, friction points, and improvement opportunities with Product, Support, and leadership.
- Support Revenue Growth
- Identify opportunities where customers could benefit from additional modules, licences, or functionality.
- Qualify and hand over expansion opportunities to Sales with relevant context on customer goals and readiness.
- Contribute to NRR targets through adoption, retention, and expansion signal identification.
- Background in accounting or financials software implementation
- Genuine belief that customer experience is a competitive advantage.
- Confidence engaging with finance professionals: able to hold a commercial conversation without being salesy.
- Proactive mindset: you build relationships, you don’t wait for problems.
- Strong communication skills: written, verbal, and presentation.
Customer Success Manager - (Accounting background / Accounting software implementations) employer: Jade Road Consulting
Contact Detail:
Jade Road Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Success Manager - (Accounting background / Accounting software implementations)
✨Tip Number 1
Network like a pro! Get out there and connect with people in the accounting and software space. Attend industry events, webinars, or even local meetups. The more you engage, the better your chances of landing that Customer Success Manager role.
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, highlight your experience with customer advocacy and relationship building. Share specific examples of how you've turned customers into raving fans in your previous roles.
✨Tip Number 3
Be proactive! Don’t just wait for job openings to pop up. Reach out to companies you admire, like the one we're partnering with, and express your interest. Sometimes, creating a connection can lead to opportunities that aren’t even advertised yet.
✨Tip Number 4
Apply through our website! We make it super easy for you to find and apply for roles that match your skills. Plus, it shows you're genuinely interested in joining our team and helps us keep track of your application.
We think you need these skills to ace Customer Success Manager - (Accounting background / Accounting software implementations)
Some tips for your application 🫡
Show Off Your Accounting Skills: Make sure to highlight your accounting background or experience with financial software implementations in your application. We want to see how your skills align with what we do, so don’t hold back!
Tailor Your Application: Take a moment to customise your CV and cover letter for this role. Use the job description as a guide and sprinkle in keywords that match our needs. It shows us you’re serious about joining the team!
Be Genuine and Personable: We’re looking for someone who can create Raving Fans, so let your personality shine through in your writing. Share your passion for customer success and how you’ve made a difference in past roles.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to keep track of your application and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at Jade Road Consulting
✨Know Your Accounting Stuff
Brush up on your accounting principles and software implementation knowledge. Be ready to discuss how your background can help you understand customer needs and drive their success. This will show that you’re not just familiar with the industry but genuinely passionate about it.
✨Showcase Your Customer-Centric Mindset
Prepare examples of how you've gone above and beyond for customers in the past. Think about times when you turned a dissatisfied customer into a raving fan. This role is all about advocacy, so demonstrating your commitment to customer experience will set you apart.
✨Engage with Real Scenarios
Be ready to discuss hypothetical situations or case studies related to customer success. How would you handle a customer who’s not seeing the value in the software? This will help interviewers see your problem-solving skills and proactive approach in action.
✨Communicate Like a Pro
Practice your communication skills, both verbal and written. You’ll need to convey complex information clearly and confidently, especially when engaging with finance professionals. Consider doing mock interviews to refine your presentation style and ensure you come across as approachable and knowledgeable.
