Technical Customer Success Manager

We are seeking a Technical Customer Success Manager (TCSM) based in the UK to support Leasepath customers across the EMEA region. This role is critical to helping customers realise maximum value from their Leasepath investment as their business evolves, regulations change, and new platform capabilities are released.

Leasepath is a fit for purpose solution built on Microsoft Dynamics 365 Sales Enterprise and the Microsoft Power Platform. It extends Dynamics beyond traditional CRM into asset finance–specific customer engagement, origination, credit, and approval workflows, while leveraging Microsoft’s enterprise security, extensibility, and release cadence. Leasepath is cloud first and SaaS only, aligning tightly with Microsoft’s Dynamics 365 Sales Enterprise data model, solution framework, security model, and Power Platform services (Power Automate, Dataverse, model driven apps, and reporting). Customers range from fast growing lease and loan brokers to large, regulated enterprise finance institutions.

As a TCSM, 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 Leasepath and Microsoft features
• Process optimization (e.g. opportunity workflow, credit approvals)
• 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.

Customer Engagement & Success

• Serve as the primary technical and functional success partner for assigned Leasepath 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.
• Build trusted customer relationships that position Solifi as a long-term and preferred software partner helping customers evolve and scale their business.

Solution Optimisation & Configuration

• Perform functional health checks across Dynamics 365 and Power Platform environments.
• Provide light configuration, optimisation, and guidance within customer environments, including:

• Business processes
• Forms, views, dashboards aligned to roles
• Security roles and access models aligned to enterprise governance
• Business rules and workflow automation

Adoption & Change Enablement

• Help customers adopt new Leasepath 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.

Advisory & Cross-Pollination

• 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.

Collaboration & Representation

• Partner closely with Services, Product, Support, and broader Customer Success team.
• Represent Solifi in attending 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.

5 years

Bachelor's Degree

Private medical insurance, Auto enrolment pension scheme, Cycle to work scheme, Group Life Insurance, Group Income Protection Insurance, Free on-site parking (Milton Keynes office only), 23 days Holiday - lengthens with service, Option to buy more holiday, Generous Employee Referral Scheme - Earn up to £2,500!, Discounted eye tests & glasses, Help towards professional association subscriptions, Various companywide social events, Support with professional qualifications.