At a Glance
- Tasks: Drive customer satisfaction and retention while managing onboarding and relationships.
- Company: Join Leasepath, a fast-growing tech provider for finance institutions, leveraging Microsoft solutions.
- Benefits: Enjoy a competitive salary, professional growth opportunities, and a supportive remote work culture.
- Other info: Fully remote role with a focus on collaboration and continuous learning.
- Why this job: Be part of an energetic team that values innovation and customer success in a dynamic industry.
- Qualifications: Experience in customer success, strong communication skills, and a passion for helping clients thrive.
The predicted salary is between 36000 - 60000 £ per year.
About Us: At Leasepath, a Microsoft Business Applications Partner, we are a rapidly growing global provider dedicated to empowering Finance Institutions and Lease/Loan Brokers in the Asset Finance industries, including Banking, Independent Finance, Automobile Captive and Equipment Captive with leading technology solutions for Customer Engagement, Originations and Process Automation on the Microsoft Cloud (Microsoft Dynamics 365 & Microsoft Power Platform). The company’s embrace of the Microsoft Power Platform gives it a strategic advantage in speed of delivery and constant innovation. Leasepath provides financial services companies with the tools to increase sales, reduce risk, and improve efficiency and profits. Our products are Cloud-first and SaaS-only, and we consistently deliver quality quarterly updates to all our customers. We have existing customers in North America, Europe and Australia and are continuing to expand our markets.
Position Overview: We are seeking a passionate and results-oriented Customer Success Consultant to join our dynamic team. In this role, you will be responsible for driving customer satisfaction, retention, and expansion. You will work closely with our customers to ensure they achieve their business objectives through the effective use of Leasepath.
Responsibilities:
- Customer Onboarding & Relationship Management: Lead and manage the customer onboarding process, ensuring a smooth and efficient transition for new clients, setting them up for initial success. Build and maintain strong, long-lasting relationships with customers, acting as their trusted advisor and advocate.
- Customer Success & Health: Conduct regular health checks and assessments to evaluate customer usage, identify potential issues, and provide proactive solutions. Manage the renewal process, ensuring high renewal rates by demonstrating ongoing value and addressing customer concerns. Identify and pursue opportunities for customer expansion through upselling and cross-selling, maximizing customer lifetime value.
- Customer Feedback & Improvement: Gather and analyze customer feedback to identify areas for product and service improvement and communicate insights to relevant teams. Develop and deliver training to ensure customers are effectively adopting new product features and updates.
- Customer Support: Respond promptly to incoming customer cases and inquiries.
- Reporting & Metrics: Track and report on key customer success metrics, providing insights and recommendations to improve customer satisfaction and retention.
Qualifications:
- Proven experience in customer success or related role.
- Strong understanding of customer onboarding, relationship management, and renewal processes.
- Excellent communication, interpersonal, and presentation skills.
- Ability to analyze data and identify trends.
- Experience with CRM and customer success platforms.
- Strong problem-solving and organizational skills.
- Ability to work independently and as part of a team.
- A passion for helping customers achieve their goals.
Key Competencies:
- Customer Focus
- Relationship Building
- Communication
- Problem Solving
- Training & Education
- Organization & Time Management
Recommended Certifications:
- Microsoft Dynamics 365 Fundamentals (MB-910): This certification provides a foundational understanding of Dynamics 365, including its various modules (Sales, Customer Service, Finance, Operations, etc.). It demonstrates a broad understanding of the platform, which is essential for CSMs who need to navigate different aspects of the software and communicate effectively with customers.
- Microsoft Power Platform Certifications (PL-100, PL-400): Understanding the Power Platform (Power Apps, Power Automate, Power BI) is essential for customizing D365 and creating customer-centric solutions. Being able to use these tools means that the manager can help the team create automation to help with customer success.
- Microsoft Dynamics 365 Customer Service Functional Consultant Associate (MB-230): This certification validates skills in configuring and implementing Dynamics 365 Customer Service solutions. It demonstrates expertise in customer service functionalities, which are often critical for CSMs.
Benefits:
- Competitive salary and benefits package.
- Opportunities for professional growth and development.
- Collaborative and supportive work environment.
- The chance to work with cutting-edge technology and innovative products.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Success Consultant- Fully Remote- United Kingdom in Chesterfield
✨Tip Number 1
Familiarise yourself with Microsoft Dynamics 365 and the Power Platform. Understanding these tools will not only help you in your role but also show us that you're proactive and ready to hit the ground running.
✨Tip Number 2
Highlight your experience in customer onboarding and relationship management during any discussions. We value candidates who can demonstrate their ability to build strong relationships and ensure customer satisfaction.
✨Tip Number 3
Prepare to discuss how you've handled customer feedback in the past. We love candidates who can show they’re not just reactive but also proactive in improving customer experiences.
✨Tip Number 4
Showcase your problem-solving skills by sharing specific examples of challenges you've faced in previous roles. We appreciate candidates who can think on their feet and provide effective solutions.
We think you need these skills to ace Customer Success Consultant- Fully Remote- United Kingdom in Chesterfield
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights relevant experience in customer success or related roles. Emphasise your skills in onboarding, relationship management, and problem-solving, as these are key for the Customer Success Consultant position.
Craft a Compelling Cover Letter:Write a cover letter that showcases your passion for helping customers achieve their goals. Mention specific examples of how you've driven customer satisfaction and retention in previous roles, and express your enthusiasm for working with Leasepath's innovative technology solutions.
Highlight Relevant Certifications:If you have any certifications related to Microsoft Dynamics 365 or the Power Platform, be sure to mention them in your application. This demonstrates your commitment to professional development and your understanding of the tools you'll be using.
Showcase Communication Skills:Since excellent communication is crucial for this role, consider including a brief section in your CV or cover letter that highlights your interpersonal skills. You could mention experiences where you've successfully communicated complex information to clients or led training sessions.
How to prepare for a job interview at Leasepath
✨Know Your Customer Success Metrics
Familiarise yourself with key customer success metrics such as customer satisfaction scores, renewal rates, and upsell opportunities. Being able to discuss these metrics will show your understanding of the role and how you can contribute to the company's goals.
✨Demonstrate Relationship Management Skills
Prepare examples from your past experiences where you've successfully built and maintained relationships with clients. Highlight your ability to act as a trusted advisor and advocate for customers, which is crucial for this position.
✨Showcase Your Problem-Solving Abilities
Be ready to discuss specific challenges you've faced in previous roles and how you resolved them. This will demonstrate your analytical skills and your proactive approach to ensuring customer success.
✨Understand Leasepath's Products
Research Leasepath's offerings and how they empower finance institutions. Being knowledgeable about their products will allow you to speak confidently about how you can help customers achieve their business objectives using these solutions.
