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- Tasks: Support enterprise clients in maximising their investment in FinTech solutions 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 financial services sector.
- 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 providers, automotive lenders and equipment finance providers. Their customers rely on them to help protect and scale their financial organisations by streamlining processes 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 optimisation 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 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.
- 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 Leicester employer: Matched
Contact Detail:
Matched Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Customer Success Manager in Leicester
✨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 related to customer success and technical consulting.
✨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 Leicester
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 FinTech or 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 tell us why you're passionate about customer success and how your background makes you a perfect fit for our team. Don't forget to mention any specific experiences that relate to the financial services sector.
Showcase Your Technical Skills: Since this role is technical, make sure to highlight your hands-on experience with Microsoft Dynamics 365 and the Power Platform. We love seeing examples of how you've optimised systems or solved complex problems in previous roles.
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 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 effectively for customer success.
✨Showcase Your Customer Success Passion
Prepare examples from your past experiences where you’ve successfully helped clients achieve their goals. Highlight your problem-solving skills and how you’ve navigated challenges in customer-facing roles. This will demonstrate your commitment to customer success and your ability to drive value.
✨Engage with Real Scenarios
During the interview, be ready to engage in role-play or case studies that reflect the job's responsibilities. Think about how you would conduct a system assessment or recommend improvements. This practical approach will help you stand out as someone who can hit the ground running.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s current challenges, their customer engagement strategies, and how they measure success. This shows that you’re genuinely interested in the role and are thinking critically about how you can contribute to their growth.