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- Tasks: Support enterprise clients in maximising their investment through technical consulting and solution optimisation.
- 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: 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 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, 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 organizational 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 Norwich employer: Matched
Contact Detail:
Matched Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Customer Success Manager in Norwich
✨Tip Number 1
Network like a pro! Reach out to your connections in the FinTech space, especially those who work with Microsoft Dynamics 365. A friendly chat can lead to insider info about job openings or even referrals.
✨Tip Number 2
Show off your skills! Prepare a portfolio or case studies that highlight your experience with customer success and technical consulting. This will help you stand out during interviews and showcase your hands-on expertise.
✨Tip Number 3
Be proactive! Don’t just wait for job postings; reach out directly to companies you admire. Express your interest in their mission and how your background aligns with their needs. You never know what opportunities might arise!
✨Tip Number 4
Keep learning! Stay updated on the latest trends in FinTech and Microsoft platforms. Join webinars, attend workshops, and get those certifications if you haven’t already. It shows you're committed and ready to add value from day one.
We think you need these skills to ace Technical Customer Success Manager in Norwich
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 background. 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 experience can help our clients thrive. Keep it engaging and personal – we love a good story!
Showcase Your Technical Skills: Since this role involves a lot of technical know-how, make sure to highlight your expertise in Microsoft Power Platform and any relevant certifications. We’re keen to see how you can bridge the gap between tech and customer needs.
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.
✨Understand the Customer's Needs
Before the interview, research the company’s clients and their challenges. Think about how you can help them optimise their use of the platform. Being able to articulate how you would address specific pain points will demonstrate your value as a Technical Customer Success Manager.
✨Showcase Your Problem-Solving Skills
Prepare examples from your past experience where you successfully resolved issues for clients. Highlight your analytical skills and how you’ve used them to improve system health or user experience. This will illustrate your hands-on approach and ability to drive customer success.
✨Communicate Clearly and Confidently
Practice explaining technical concepts in simple terms. You’ll need to engage with both technical and non-technical stakeholders, so being able to adapt your communication style is key. Consider doing mock interviews to refine your delivery and ensure you come across as approachable and knowledgeable.