At a Glance
- Tasks: Onboard customers and deliver training on financial software while ensuring their success.
- Company: Join a leading Financial Software Company with a strong growth trajectory.
- Benefits: Remote work, career progression, and comprehensive training provided.
- Other info: Dynamic remote-first culture with opportunities for professional development.
- Why this job: Make a real impact by helping customers maximise their software experience.
- Qualifications: Experience in customer success and knowledge of financial software is essential.
The predicted salary is between 60000 - 80000 £ per year.
- Technical Customer Success Manager - Accountancy Saa S
- Why: High growth company
- Software: Financial Saa S – Fin Tech
- Do you have experience with on-boarding customers owning and executing end-to-end data conversions?
- Do you have experience with Accountancy Software, Tax Software of similar Financial Software?
• Do you love engaging with customers and providing amazing service?
The company are a leading Financial Software Company, experience huge growth and with a reputation for being a market leader.
With over 10,000 customers, numerous awards and a reputation for quality, this scaling business is a place where you will find a career as opposed to another 'job'.
They are looking for a Customer Success Manager to help their customers get the most value and best experience from their technology.
They are looking for an exceptional communicator, confident with customers and use to delivering an excellent customer experience.
The main focus of this role is delivering high level training, consultancy, onboarding, demonstrations and seminars to their customers, supporting both their on-boarding and continued use of the suite of financial software products.
This is almost exclusively delivered remote apart from the odd occasion or attending industry events.
The company have an excellent culture and are remote first in attitude.
Training and development will be provided and you can expect to progress every few years with the company.
Their clients are predominantly financial services companies and accountancy firms.
They are looking for experience of working for a software company and working with accountancy companies.
Ideally you will also have a strong knowledge working with SQL, Databases, Writing/Running Scripts and Excel.
- Requirement: Customer Success Manager
- Own and execute end-to-end data conversions from competitor systems, covering data extraction, mapping, transformation, import, and validation
- Own and execute database merges for existing customers, using automated tooling to manage the process
- Interrogate, manipulate, and quality-check data using Excel and, where appropriate, SQL and scripts, to identify duplicates, inconsistencies, and errors before import
- Collaborate with other members of both the Sales and Professional Services team to deliver training and consultancy to customers
- Present and articulate advanced product features and benefits
- Be able to onboard, delivering product training, workshops and consultancy sessions with customers
- Ensure customer satisfaction is maintained throughout.
- Proactively scope out technical solutions required to address customer requirements, meeting their needs by putting them into practice during the session(s).
- Provide internal product knowledge to Sales Team members
- To deliver remote professional consultancy sessions
Experience Required: Customer Success Manager
- Previous experience in a customer success, software training, consultancy, presales, customer experience position
- Experience with SQL, Databases, Excel, Writing/Running Scrips and Data Logic
- Experience working with financial software such as Accounting Software, Tax Solutions, Financial Software, Bookkeeping Solutions is essential
- Experience at delivering software training and consultancy sessions to all levels of customers
- Confidence at presenting to a large audience
- Ability to deliver remote webinars.
- Accountancy or financial qualifications would be highly preferable
Technical Customer Success Manager employer: LinkedIn
The London Oratory School is an exceptional employer, offering a vibrant and supportive work culture that prioritises staff development and well-being. With a commitment to a distinctively Catholic education, the school fosters a collegial atmosphere where staff are valued and encouraged to grow both personally and professionally. Located in a prestigious area of London, employees benefit from first-class facilities, competitive salaries, and a strong emphasis on innovative teaching practices, making it an ideal place for those seeking meaningful and rewarding careers in education.
StudySmarter Expert Advice🤫
We think this is how you could land Technical Customer Success Manager
✨Get to Know the Company Culture
Before jumping into applications, it’s super helpful to understand the vibe at LinkedIn. Check out their social media, read reviews on sites like Glassdoor, and see how they engage with customers. It'll give you clues on their values and help tailor your conversation during interviews.
✨Join Customer Support Communities
Dive into online communities like those on Reddit or LinkedIn where customer support pros hang out. Participating in discussions or asking questions can make you more visible to potential recruiters and help you learn about job openings at companies like LinkedIn before they even post them.
✨Attend Job Fairs or Networking Events
Look out for local job fairs or events specifically for customer support roles. This is your chance to meet hiring managers face-to-face, and you might even get the opportunity to interview on the spot!
✨Show Off Your Skills with Customer Interactions
In the customer support world, showcasing your communication skills is key. Consider creating a short video introducing yourself or even doing a mock call to showcase your abilities. It's a memorable way to stand out, especially if you can share this during your interview process!
We think you need these skills to ace Technical Customer Success Manager
Some tips for your application 🫡
Show Off Your Communication Skills:In customer support, clear communication is key. Make sure your CV highlights any experience you've had in customer-facing roles and your ability to resolve issues. Don't shy away from including specific examples of how you've gone above and beyond to help customers – this really shows your potential in the role.
Tailor Your Cover Letter to LinkedIn:Your cover letter is your chance to shine! Tell us why you want to work at LinkedIn specifically. Mention any unique aspects of our company that resonate with you and how your skills can enhance our customer support. This personal touch will set your application apart from the rest!
Highlight Any Relevant Tools or Tech Skills:If you've used customer support software like Zendesk or Freshdesk or have experience with CRM systems, make sure to mention these in your application. Being familiar with industry-standard tools can be a big plus for us when we’re reviewing applications, as it shows you can hit the ground running!
Demonstrate Your Problem-Solving Skills:Customer support roles often require a knack for problem-solving. In your application, share examples of past experiences where you've tackled tough situations or resolved conflicts effectively. This will give us a good sense of how you handle challenges—an essential skill for success at LinkedIn!
How to prepare for a job interview at LinkedIn
✨Show Off Your People Skills
In customer support, it's all about communicating effectively. Prepare to share instances from your past experiences where you handled difficult customers or resolved conflicts. We want to hear how you empathised and found the best solutions, so think of specific examples to back up your stories!
✨Know the Tools of the Trade
Familiarise yourself with common customer support tools like Zendesk or Freshdesk, and make sure to review how you’ve used any similar systems in the past. During the interview, being able to discuss your hands-on experience with software or ticketing systems can really set you apart from the competition, so don’t skip this prep!
✨Show Genuine Enthusiasm
As this is a full-time role, employers want someone who isn’t just looking for any job, but wants to grow within customer support. Make sure to express your enthusiasm for helping customers and your desire to develop your skills. Show them why you're passionate about this field!
✨Practice Common Scenarios
Be prepared for role-playing scenarios where you might have to reassess a solution with a frustrated customer or explain a complex process in simple terms. Practising these common scenarios can help us feel more confident and demonstrate our practical skills effectively during the interview.
