At a Glance
- Tasks: Support customers in maximising their investment in Microsoft Dynamics and Power Platform.
- Company: 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 excellent career longevity and growth potential.
- Why this job: Join a scaling business with global reach and make a real impact in customer success.
- Qualifications: 4+ years of 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 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.
Dynamics Consultant - Technical Customer Success Manager in London employer: Matched
Join a leading Global FinTech SaaS vendor renowned for its innovative solutions and commitment to customer success. With a mature and autonomous work culture, this company offers excellent longevity and growth opportunities within a rapidly expanding EMEA operation. Employees benefit from competitive packages, a collaborative environment, and the chance to make a significant impact in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Dynamics Consultant - Technical Customer Success Manager in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the FinTech and Microsoft Dynamics space. Attend industry events, webinars, or local meetups to meet potential employers and learn about job openings that might not be advertised.
✨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 hiring managers a clear picture of what you can bring to the table.
✨Tip Number 3
Prepare for those interviews! Research common interview questions for Technical Customer Success roles and practice your responses. Be ready to discuss how you've helped clients optimise their use of Microsoft Dynamics and overcome challenges.
✨Tip Number 4
Don't forget to apply through our website! We have loads of opportunities that match your skills. Plus, applying directly can sometimes give you an edge over other candidates. So, get your application in and let’s land that job together!
We think you need these skills to ace Dynamics Consultant - Technical Customer Success Manager in London
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 customer success roles you've had. 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 fits into our FinTech world. We love seeing enthusiasm and a personal touch!
Showcase Relevant Experience:When filling out your application, be sure to showcase your hands-on experience with Microsoft Dynamics 365 and the Power Platform. We’re keen on seeing specific examples of how you’ve helped clients achieve their goals.
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, it shows you’re serious about joining our team!
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 in real-world scenarios. Prepare examples of how you've used these tools to drive customer success in previous roles.
✨Showcase Your Customer Success Passion
This role is all about customer success, so be prepared to share your passion for helping clients achieve their goals. Think of stories where you've gone above and beyond for a customer, and how you’ve helped them overcome challenges using your technical expertise.
✨Prepare for Technical Questions
Expect some technical questions that assess your problem-solving skills and understanding of system health checks and configurations. Brush up on common issues customers face with Dynamics 365 and think about how you would address them. Being able to articulate your thought process will impress the interviewers.
✨Engage with Real-World Scenarios
Be ready to discuss how you would approach specific customer situations. Prepare to talk through hypothetical scenarios where you need to optimise a customer's use of Dynamics 365 or help them adopt new features. This shows your ability to think critically and apply your knowledge practically.
