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For Companies At a Glance
- Tasks: Help customers maximise their experience with financial software through training and consultancy.
- Company: Join a leading FinTech company known for its rapid growth and market leadership.
- Benefits: Enjoy remote work flexibility and opportunities for on-site customer engagement.
- Why this job: Be part of a dynamic team that values exceptional communication and customer satisfaction.
- Qualifications: Experience in customer success or software training, preferably in financial software.
- Other info: This is a full-time role with opportunities to present to diverse audiences.
The predicted salary is between 28800 - 48000 £ per year.
This range is provided by Matched. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Location: Home Based
Do you have experience in on-boarding, demoing or training customers on software? Do you have experience with FinTech, Accountancy Software, Financial Software?
The company is a leading Financial Software Company, experiencing huge growth and with a reputation for being a market leader. 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 who would thrive in their Professional Services team.
The main focus of this role is delivering high level training and consultancy to their customers, supporting both their on-boarding and continued use of the suite of financial software products. This is a broad role which incorporates customer on-boarding, presales, training, demonstrations, customer experience, and customer consulting. The majority of customer engagement is done remotely; however, there is also the opportunity to visit customers as and when required.
Requirements:- 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.
- Onboard customers, delivering product training, workshops, and consultancy sessions.
- Ensure customer satisfaction is maintained throughout.
- Proactively scope out technical solutions required to address customer requirements.
- Provide internal product knowledge to Sales Team members.
- Deliver remote or on-site professional consultancy sessions.
- Previous experience in a customer success, software training, consultancy, presales, or customer experience position.
- Experience working with financial software such as Accounting Software, Tax Solutions, Financial Software, Bookkeeping Solutions is preferred.
- Experience at delivering software training and consultancy sessions to all levels of customers.
- Experience at delivering paid for training/consultancy sessions either remotely or on-site for customers.
- Confidence at presenting to a large audience.
- Ability to deliver remote webinars.
- Accountancy qualifications would be highly preferable.
Seniority level: Associate
Employment type: Full-time
Job function: Customer Service, Sales, and Information Technology
Industries: Software Development, Technology, Information and Media, and Accounting
Customer Success Manager - Accountancy SaaS employer: Matched
Contact Detail:
Matched Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Success Manager - Accountancy SaaS
✨Tip Number 1
Familiarise yourself with the specific financial software products that the company offers. Understanding their features and benefits will allow you to speak confidently about how you can help customers maximise their use of the software.
✨Tip Number 2
Highlight your experience in delivering training and consultancy sessions, especially in a remote setting. Be prepared to discuss specific examples where you've successfully onboarded customers or conducted webinars.
✨Tip Number 3
Showcase your communication skills by preparing to articulate complex concepts in a simple manner. This is crucial for a Customer Success Manager role, as you'll need to ensure customers fully understand the software.
✨Tip Number 4
Network with professionals in the FinTech and accountancy sectors. Engaging with industry peers can provide insights into customer needs and expectations, which will be beneficial during interviews.
We think you need these skills to ace Customer Success Manager - Accountancy SaaS
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in customer success, software training, and consultancy. Emphasise any specific experience with financial software or accountancy solutions, as this is crucial for the role.
Craft a Compelling Cover Letter: In your cover letter, demonstrate your understanding of the Customer Success Manager role and how your skills align with the company's needs. Mention your experience in onboarding and training customers, and provide examples of how you've enhanced customer satisfaction in previous roles.
Showcase Communication Skills: Since the role requires exceptional communication, ensure your application reflects this. Use clear, concise language and structure your documents well. Consider including a brief section on your experience presenting to large audiences or conducting webinars.
Highlight Relevant Qualifications: If you have any accountancy qualifications or certifications related to financial software, make sure to include these in your application. This will strengthen your candidacy and show that you meet the preferred requirements for the position.
How to prepare for a job interview at Matched
✨Showcase Your Software Knowledge
Make sure to highlight your experience with financial software during the interview. Be prepared to discuss specific tools you've used and how you've helped customers onboard or utilise these products effectively.
✨Demonstrate Communication Skills
As a Customer Success Manager, exceptional communication is key. Practice articulating complex concepts in simple terms, and be ready to provide examples of how you've successfully communicated with clients in the past.
✨Prepare for Training Scenarios
Since the role involves delivering training and consultancy, think of a few scenarios where you had to train or support a customer. Be ready to explain your approach and the outcomes, showcasing your ability to engage and educate.
✨Research the Company and Its Products
Familiarise yourself with the company's suite of financial software products. Understanding their features and benefits will allow you to speak confidently about how you can help customers maximise their use of these tools.
