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For Companies At a Glance
- Tasks: Build strong client relationships and drive satisfaction while identifying new sales opportunities.
- Company: Phase 3, a leader in digital transformation for HR, Payroll, and Finance.
- Benefits: Unlimited paid leave, flexible work schedule, and regular team events.
- Other info: Fully remote or hybrid work options with excellent career development opportunities.
- Why this job: Join a dynamic team and make a real impact on client success and satisfaction.
- Qualifications: Experience in customer success management and understanding of finance technology.
The predicted salary is between 40000 - 50000 £ per year.
Phase 3 specialises in digital transformation across HR, Payroll, and Finance, delivering tailored consulting and services for over 20 years. By combining people processes with innovative technology, the business provides practical, unbiased advice across the full project lifecycle, from software selection through to implementation and ongoing support ensuring clients maximise value and achieve optimal results.
Role Description
Drive and develop strong client relationships within Phase 3, ensuring long-term retention, loyalty, and satisfaction. Working closely with both internal teams and clients, this role is focused on delivering high-quality outcomes while nurturing relationships to identify further sales opportunities striking the right balance between service excellence and commercial growth. This is a full-time, permanent position that can be performed either fully remotely or on a hybrid basis.
Responsibilities
- Nurturing existing clients into upsell leads who have already purchased services from Phase 3
- Receive handover from the Business Development Manager of new client needs and project details
- Develop and maintain sales pipeline/nurture journey for your existing clients
- Refer any new business opportunities to the Account Manager
- Following up after service delivery and setting up/attending QBR meetings to reflect on services offered
- Planning and preparing for meetings with clients, offering follow up with calls to action for you and for the client
- Help the client to understand their future needs from Phase 3
- Contribute to revenue generation through upsells, renewals and expansions
- Work with delivery team at high level to ensure communications are to the best standards
- Ensure customer sentiment is healthy and effective to maintain the brand reputation of Phase 3
- Minimising churn risk of managed service customers to Phase 3
- Update the improvement register following any escalated issues or complaints from clients and provide feedback to SLT for lessons learnt
- Manage NPS surveys and identify further methods for client satisfaction and take action against any findings
- Create evangelists and advocates among your client base
- Commit to providing value at every interaction with your clients
- Support events and networking opportunities to continually expand the reach of Phase 3
- Communicate effectively with all other Phase 3 Colleagues to ensure client ownership and continuity
- Represent Phase 3 at client and partner events
Requirements
- Proven customer success management experience within a service delivery or professional services environment.
- Understanding of professional and managed services in a back-office function
- Understanding of sales processes, project governance, and service delivery.
- Familiarity with finance technology and systems (e.g. Sage Intacct) and SaaS solutions.
- Strong communication and influencing skills, with experience engaging senior stakeholders.
- Ability to manage multiple client accounts and priorities effectively.
- Collaborative approach, working cross-functionally with delivery, sales, and leadership teams.
Benefits
- Unlimited paid leave (subject to our Annual Leave Policy)
- Bi-annual salary & bonus reviews
- Fully flexible work schedule
- Modern office in Manchester's Northern Quarter
- Access to Perkbox for regular employee discounts
- 24/7 access to virtual GP appointments via Doctor Care Anywhere
- Regular team events and social nights
- Development time and funding
- Regular gifts and perks from Phase 3 to reward outstanding achievements, new members to your family, house moves and big birthdays
- Access to home office equipment
- And many more!
Phase 3 is a Disability Confident employer and we endeavour to recruit from the widest possible pool of suitable candidates. The format of the interview will be - questions based on your experience and the requirements of the role. If you require any adjustments or special arrangements to be made to our application process on account of disability please let us know in advance.
Customer Success Manager (Sage Intacct) in Manchester employer: Phase 3
Contact Detail:
Phase 3 Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Success Manager (Sage Intacct) in Manchester
✨Tip Number 1
Get to know the company inside out! Research Phase 3's values, recent projects, and their approach to customer success. This will help you tailor your conversations and show that you're genuinely interested in what they do.
✨Tip Number 2
Network like a pro! Connect with current employees on LinkedIn or attend industry events where Phase 3 is present. Building relationships can give you insider info and might even lead to a referral!
✨Tip Number 3
Prepare for those interviews by practising common questions related to customer success management. Think about how your past experiences align with the role and be ready to share specific examples of how you've driven client satisfaction.
✨Tip Number 4
Don’t forget to follow up after your interviews! A simple thank-you email can go a long way in showing your enthusiasm for the role and keeping you top of mind for the hiring team.
We think you need these skills to ace Customer Success Manager (Sage Intacct) in Manchester
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in customer success management, especially in service delivery. We want to see how your skills align with our focus on client relationships and satisfaction.
Showcase Your Communication Skills: Since this role involves engaging with senior stakeholders, it's crucial to demonstrate your strong communication abilities. Use examples from your past experiences where you effectively influenced or collaborated with clients and teams.
Highlight Relevant Experience: Don’t forget to mention any familiarity you have with finance technology and systems like Sage Intacct. We’re looking for someone who understands the nuances of professional services, so make that clear in your application!
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you don’t miss out on any important updates about your application status.
How to prepare for a job interview at Phase 3
✨Know Your Client
Before the interview, research Phase 3 and their approach to customer success. Understand their services, especially around Sage Intacct, and think about how you can contribute to nurturing client relationships and driving upsells.
✨Showcase Your Experience
Prepare specific examples from your past roles that demonstrate your ability to manage client accounts, handle service delivery, and generate revenue through upselling. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
✨Engage with Questions
During the interview, ask insightful questions about the company’s client management strategies and how they measure customer satisfaction. This shows your genuine interest in the role and helps you understand their expectations better.
✨Demonstrate Collaboration Skills
Highlight your experience working cross-functionally with teams. Discuss how you've effectively communicated with sales, delivery, and leadership teams in the past to ensure client success, as this is crucial for the role at Phase 3.