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For Companies At a Glance
- 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 customers into passionate advocates for our brand.
- Qualifications: Accounting background or experience in financial software implementations required.
- Other info: Proactive role with strong focus on building relationships and driving customer success.
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 Role
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.
Qualifications
- 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) in London 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) in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the accounting and software implementation space. Attend industry events or webinars where you can meet potential employers and showcase your passion for customer success.
✨Tip Number 2
Prepare for those interviews by understanding the company’s products inside out. Show them how your accounting background can help drive customer advocacy and create those Raving Fans they’re after!
✨Tip Number 3
Don’t just wait for job openings to pop up! Keep an eye on our website and apply directly. Companies love proactive candidates who take the initiative to express their interest.
✨Tip Number 4
Follow up after interviews with a thank-you note that highlights your enthusiasm for the role. Mention specific points from your conversation that resonated with you, showing you’re genuinely interested in being part of their team.
We think you need these skills to ace Customer Success Manager - (Accounting background / Accounting software implementations) in London
Some tips for your application 🫡
Show Off Your Accounting Skills: Make sure to highlight your accounting background and any experience with financial software implementations. We want to see how your skills align with what we do, so don’t hold back!
Tailor Your Application: Customise your CV and cover letter to reflect the specific requirements of the Customer Success Manager role. Use keywords from the job description to show us you understand what we're looking for.
Be Genuine and Personable: We’re all about creating Raving Fans, so let your personality shine through in your application. Share stories that demonstrate your passion for customer success and how you’ve gone above and beyond for clients.
Apply Through Our Website: For the best chance of getting noticed, make sure to apply directly through our website. It’s the easiest way for us to keep track of your application and get back to you quickly!
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 specific examples from your past experiences where you successfully implemented financial software or improved customer satisfaction in an accounting context.
✨Showcase Your Customer Success Mindset
Prepare to share how you've turned satisfied customers into advocates. Think of instances where you went above and beyond to exceed customer expectations, and be ready to explain how you measure success beyond just retention.
✨Engage with Real Scenarios
Anticipate questions about handling customer concerns and feedback. Prepare a few scenarios where you resolved issues effectively, highlighting your proactive approach and communication skills with finance professionals.
✨Demonstrate Your Proactive Approach
Think of ways you've built relationships with clients without waiting for problems to arise. Be prepared to discuss your outreach strategies and how you maintain regular contact with customers to ensure they feel valued and informed.
