Customer Success Manager - M365 & Co-Pilot Trainer

Overview of the role

Phoenix enables digital transformation in the workplace, empowering UK organisations to innovate and transform with cloud and hybrid infrastructures, data, AI, security, and collaboration tools.

We are now looking for an experienced Customer Success Manager who will be helping our customers drive adoption of Microsoft Cloud applications by delivering training focused on M365 & Co-Pilot.

What will you be doing?

• Deliver remote and face to face customer meetings, delivering training on Microsoft technologies & services including AI based technologies

• Maintain existing and create new training materials to ensure they are accurate, up-to-date, and reflective of current and future offerings.

• Evaluate responses to delivered training programmes in order to make recommendations for improvements

• Build knowledge on tenancy policies to be able to advise customer their impact on usage and training.

• Proactively research new technical features, updates, and new products, ensuring training follows industry best practice, is relevant and up to date.

• Be responsible for liaising with account managers and setting up customer scoping meetings to explore opportunities and understand their requirements, in particular on more technical aspects of M365.

• Develop and plan proposal and statement of works documents based on customer requirements

• Draft technical delivery documents for PoCs

Why you should apply?

At Phoenix, our philosophy is simple – we aim to be the UK’s leading IT solution and managed service provider and that means we recognise that it’s our people who are the heart of everything we do.

We do this by providing the encouragement, support and skill development that you need to be the very best you can be at work. We are proud of our culture, so much so that we have developed our Culture Blueprint which you can read here.

What are we looking for?

• Proven experience in a similar Customer Success or IT Trainer role

• Excellent knowledge of respective Microsoft Portfolio options and at a Technology level around Cloud, migration and upgrade strategies, support, and managed services.

• Excellent verbal and written communication skills. Actively listens and asks relevant questions. Demonstrates persuasive and effective presentation skills.

• Presentable, articulate and personable.

Practical stuff

Where is the role based?
Our HQ is in Pocklington (YO42), this role can be remote in the UK with occasional visits to the office.

How many interviews?
Following a screen with the Recruitment Team you can expect a two-stage interview process which includes a presentation.

What are the benefits?
You can read about the benefits on offer here

*Important* BPSS Check

As part of our recruitment process due to the nature of the work we do, all employees are required to undertake a Baseline Personal Security Standard (BPSS) check. While some employees require further security clearance, the BPSS check is a must-have requirement and all offers of employment are conditional pending the passing of this check

Have you made it this far?
If you’re still reading, we think there’s a strong chance you might be our kind of person.

Here’s the thing, though — research suggests that 60% of women and underrepresented people might have already talked themselves out of applying. Even if you don’t check every box above, we want to encourage you to introduce yourself.
We believe a diversity of perspectives and experiences makes a team stronger — and the stronger our team, the more successful we will be.

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