At a Glance
- Tasks: Support enterprise clients in maximising their Microsoft Dynamics investment through technical consulting.
- Company: Leading Global FinTech SaaS vendor with a strong reputation and growth potential.
- Benefits: Competitive salary, benefits package, and opportunities for professional development.
- Other info: Dynamic work culture with excellent career growth opportunities across EMEA.
- Why this job: Join a scaling business and make a real impact in the FinTech industry.
- Qualifications: 4+ years of Microsoft Dynamics experience and customer success expertise required.
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.
Experience Required
- 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.
Locations
Dynamics Consultant - Technical Customer Success Manager in Hampshire, Portsmouth employer: Matched
Join a leading Global FinTech SaaS vendor renowned for its innovative solutions and commitment to customer success. With a mature, autonomous work culture and significant growth potential in the EMEA region, this role offers excellent opportunities for professional development and collaboration with a talented team. Enjoy competitive compensation and benefits while making a meaningful impact on financial services through technology.
StudySmarter Expert Advice🤫
We think this is how you could land Dynamics Consultant - Technical Customer Success Manager in Hampshire, Portsmouth
✨Tip Number 1
Network like a pro! Get out there and connect with people in the FinTech and Microsoft Dynamics 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 directly to hiring managers.
✨Tip Number 2
Showcase your expertise! Create a portfolio or a personal website that highlights your experience with Microsoft Dynamics and customer success. Share 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 interviews by practising common questions related to customer success and technical consulting. Think about specific scenarios where you've solved problems or improved processes for clients. We want to hear your stories, so be ready to share them!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. Mention something specific from your conversation to show your enthusiasm for the role and the company. It keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Dynamics Consultant - Technical Customer Success Manager in Hampshire, Portsmouth
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the role of Technical Customer Success Manager. Highlight your experience with Microsoft Dynamics and any relevant customer success roles. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about customer success and how your background makes you a great fit for our team. We love hearing personal stories that connect to the role.
Showcase Your Technical Skills:Since this role involves technical consulting, be sure to showcase your hands-on experience with Microsoft Dynamics 365 and the Power Platform. We want to know how you've used these tools to drive customer success in the past!
Apply Through Our Website:Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, we love seeing candidates who take that extra step!
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 financial services. 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, optimised their use of technology, or resolved issues. Highlight your ability to act as a trusted partner and how you’ve helped clients achieve their business objectives through technical consulting.
✨Demonstrate Problem-Solving Skills
Be ready to tackle hypothetical scenarios during the interview. Think about common challenges customers face with Dynamics and how you would approach solving them. This will showcase your analytical skills and your ability to think on your feet, which is crucial for a Technical Customer Success Manager.
✨Engage with Enthusiasm
Show your passion for customer success and the FinTech industry. Discuss why you’re excited about the role and how you see yourself contributing to the company’s growth. A positive attitude and genuine interest can set you apart from other candidates.
