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- Tasks: Support enterprise clients in maximising their investment in FinTech solutions through technical consulting.
- Company: Join a leading Global FinTech SaaS vendor with a strong reputation.
- Benefits: Competitive salary, benefits package, and opportunities for professional growth.
- Other info: Dynamic work culture with a focus on continuous improvement and innovation.
- Why this job: Be part of a scaling business with huge growth potential in the EMEA region.
- Qualifications: 5+ years experience with Microsoft Dynamics 365 and customer-facing roles.
The predicted salary is between 90000 - 110000 £ per year.
Package: Basic £90,000-110,000 + benefits
Industry: FinTech SaaS – Mid Market & Enterprise
Why: Huge growth potential in EMEA and a scaling business
Do you have Technical Customer Success experience working with complex high value enterprise clients? Do you have experience working with FS companies or Finance Decision Makers? Do you want to join a scaling business and global reach?
Our client is a leading Global FinTech SaaS vendor with a reputation for industry leading solutions. You will be joining as they continue to scale their EMEA operation following significant recent investment. You will be joining a business of over 1000 people globally, where people have excellent longevity and a mature autonomous working culture.
Their FinTech solutions are there to support companies with large lending operations so mainly aimed at companies within financial services such as banks, asset finance provider, automotive lenders and equipment finance providers. Their customers rely on them to help protect and scale their financial organisations by streamlining process through technology.
They are seeking a Technical Customer Success Manager based in the UK to support the EMEA region. This role is critical to helping customers realise maximum value from their investment as their business evolves, regulations change, and new platform capabilities are released.
The solution is built on Microsoft Dynamics 365 Sales Enterprise and the Microsoft Power Platform. It extends Dynamics beyond traditional CRM into finance–specific customer needs and requirements. You will act as a trusted technical and functional partner, engaging with customers in short-term, targeted engagements that focus on platform health and alignment, adoption of new features, process optimization and light configuration.
This is a hands-on, customer-facing role that combines elements of technical consulting, solution architecture, and customer success working across Microsoft Dynamics 365 and the Power Platform.
Role and Responsibilities
- Serve as the primary technical and functional success partner for assigned customers in the UK and EMEA region.
- Engage with customers in delivering short-term consulting engagements to assess system health, usage, and alignment with business objectives.
- Perform functional health checks across Dynamics 365 and Power Platform environments.
- Provide light configuration, optimisation, and guidance within customer environments, including:
- Help customers adopt new features and quarterly releases.
- Translate product capabilities into practical, customer-specific use cases.
- Address adoption blockers related to user experience, process alignment, or organizational change.
- Act as a bridge between customers, product, and delivery teams, providing feedback on common challenges and opportunities.
- Leverage knowledge of the wider Microsoft Dynamics ecosystem to inform customers of relevant options and patterns.
- Identify opportunities for future consulting, optimisation, or strategic engagement.
- Partner closely with Services, Product, Support, and broader Customer Success team.
- Attend customer workshops, trade shows, and Microsoft-related events as needed.
- Contribute to internal knowledge sharing, best-practice playbooks, health-check frameworks and repeatable engagement models.
Experience Required
- Passion for customer success, financial services processes, continuous improvement, and modern Microsoft platforms.
- 5+ years of hands-on experience with Microsoft Dynamics 365 (Sales Enterprise) and the Microsoft Power Platform.
- Strong functional configuration expertise.
- Proven experience in customer-facing roles, such as Technical Account Manager, Functional Consultant, Solution Architect, or Success Consultant.
- Ability to conduct system assessments, recommend improvements, and execute light configuration.
- Familiarity with integrations, APIs, data flows, or connected Microsoft applications is a plus.
- Microsoft certifications (Dynamics 365 / Power Platform) are strongly preferred or willingness to obtain.
- Strong analytical, diagnostic and problem-solving skills.
- Excellent communication skills, with the ability to explain technical concepts to business and technical stakeholders.
- Comfortable managing multiple short, parallel engagements and priorities.
- Pragmatic, SaaS-first, outcome-focused, and success-driven mindset.
Technical Customer Success Manager in Cheltenham employer: Matched
Contact Detail:
Matched Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Customer Success Manager in Cheltenham
✨Tip Number 1
Network like a pro! Get out there and connect with people in the FinTech space. Attend industry events, webinars, or even local meetups. You never know who might have the inside scoop on job openings or can refer you to someone looking for a Technical Customer Success Manager.
✨Tip Number 2
Show off your skills! Create a portfolio or a personal website that highlights your experience with Microsoft Dynamics 365 and the Power Platform. Include case studies or examples of how you've helped clients optimise their systems. This will make you stand out when you apply through our website.
✨Tip Number 3
Prepare for those interviews! Research the company and its products thoroughly. Be ready to discuss how your background aligns with their needs, especially in financial services. Practice answering common interview questions and think about how you can demonstrate your problem-solving skills.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way. Mention something specific from your conversation to remind them of your fit for the role. It shows you're genuinely interested and keeps you top of mind as they make their decision.
We think you need these skills to ace Technical Customer Success Manager in Cheltenham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Technical Customer Success Manager. Highlight your experience with Microsoft Dynamics 365 and any relevant customer success achievements. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about customer success in the FinTech space. Share specific examples of how you've helped clients optimise their systems and processes.
Showcase Your Technical Skills: Since this role is technical, don’t shy away from showcasing your skills with Microsoft Power Platform and Dynamics 365. We love seeing candidates who can bridge the gap between tech and customer needs, so let that shine through!
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’re considered for the role. Plus, it shows us you’re keen on joining our growing team!
How to prepare for a job interview at Matched
✨Know Your Tech Inside Out
Make sure you brush up on your knowledge of Microsoft Dynamics 365 and the Power Platform. Be ready to discuss specific features and how they can be applied to real-world scenarios, especially in financial services. This will show that you’re not just familiar with the tech, but that you can leverage it to drive customer success.
✨Understand the Customer's Needs
Before the interview, research the company’s clients and their challenges. Think about how you can help them optimise their use of the platform. Being able to articulate how you would address specific pain points for enterprise clients will set you apart from other candidates.
✨Showcase Your Problem-Solving Skills
Prepare examples from your past experience where you successfully resolved issues for customers. Highlight your analytical skills and how you’ve used them to improve system health or user experience. This is crucial for a role that requires a hands-on approach to customer success.
✨Communicate Clearly and Confidently
Practice explaining technical concepts in simple terms. You’ll need to bridge the gap between technical and non-technical stakeholders, so being able to communicate effectively is key. Mock interviews with friends or colleagues can help you refine this skill before the big day.