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- Tasks: Support customers in maximising their investment in Microsoft Dynamics and Power Platform.
- Company: Join a leading Global FinTech SaaS vendor with a strong reputation.
- Benefits: Competitive salary, benefits, 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 EMEA.
- Qualifications: 4+ years experience with Microsoft Dynamics and customer success 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 4+ years Microsoft Dynamics experience in a customer success / consulting role? 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.
- 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 organisational 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.
- Passion for customer success, financial services processes, continuous improvement, and modern Microsoft platforms.
- 4+ 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.
Dynamics Consultant - Technical Customer Success Manager employer: Matched
Contact Detail:
Matched Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Dynamics Consultant - Technical Customer Success Manager
✨Tip Number 1
Network like a pro! Get out there and connect with people in the FinTech space, especially those who work with Microsoft Dynamics. Attend industry events, webinars, or even local meetups to make those valuable connections that could lead to job opportunities.
✨Tip Number 2
Show off your skills! Create a portfolio or case studies showcasing your experience with Microsoft Dynamics and customer success. This will help you stand out during interviews and give potential employers a clear picture of what you can bring to the table.
✨Tip Number 3
Prepare for the interview by researching the company and its products. Understand their customer base and how they use Microsoft Dynamics. This will not only impress your interviewers but also help you tailor your answers to show how you can add value to their team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources and tips to help you land that Technical Customer Success Manager role. Plus, it’s a great way to stay updated on new openings and company news!
We think you need these skills to ace Dynamics Consultant - Technical Customer Success Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to highlight your experience with Microsoft Dynamics and customer success. We want to see how your skills align with the role, so don’t be shy about showcasing relevant projects or achievements!
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 and how your background makes you the perfect fit for our team. Keep it engaging and personal!
Showcase Your Technical Skills: Since this role involves technical consulting, make sure to highlight your hands-on experience with Microsoft Dynamics 365 and the Power Platform. We love seeing specific examples of how you've used these tools to drive success for clients.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Matched
✨Know Your Dynamics Inside Out
Make sure you brush up on your Microsoft Dynamics 365 and Power Platform knowledge. Be ready to discuss specific features, functionalities, and how they can be applied to real-world scenarios in the FinTech sector. This will show that you’re not just familiar with the platform but can also translate its capabilities into practical solutions for clients.
✨Showcase Your Customer Success Experience
Prepare examples from your past roles where you've successfully engaged with customers, particularly in a technical consulting capacity. Highlight how you’ve helped clients optimise their systems or overcome challenges. This will demonstrate your ability to act as a trusted partner and your passion for customer success.
✨Be Ready for Problem-Solving Questions
Expect to face scenario-based questions that assess your analytical and problem-solving skills. Think of situations where you had to diagnose issues or recommend improvements. Practising these types of questions will help you articulate your thought process clearly during the interview.
✨Communicate Clearly and Confidently
Since this role involves explaining technical concepts to both business and technical stakeholders, practice simplifying complex ideas. Use clear, concise language and avoid jargon unless necessary. Good communication will be key to showing you can bridge the gap between technical and non-technical audiences.