At a Glance
- Tasks: Support customers in maximising their Leasepath investment and ensure platform success.
- Company: Join Solifi, a leader in financial technology innovation.
- Benefits: Enjoy private medical insurance, pension scheme, and generous holiday options.
- Other info: Collaborative environment with opportunities for professional growth and exciting company events.
- Why this job: Make a real impact by helping businesses thrive with cutting-edge tech solutions.
- Qualifications: 5+ years experience with Microsoft Dynamics 365 and strong customer-facing skills.
The predicted salary is between 50000 - 60000 € per year.
About Solifi
Solifi delivers a solid financial technology foundation for equipment, working capital, wholesale, and automotive finance firms. At Solifi, we believe that commerce is only as strong as the system it runs on. Our mission is to reshape finance technology by bringing together proven solutions into a singular powerful technology platform designed to help protect and scale financial organizations. We guard our customers by being precise and reliable, we guide their success by combining powerful technology with proven expertise, and we help them grow by unleashing their potential.
About the Team
Solifi is on a journey to elevate our end‑to‑end customer experience and deliver a scalable, best‑in‑class operating model. Our Customer Success organization is responsible for driving customer outcomes, adoption, satisfaction and long‑term value across a global portfolio of complex, enterprise‑level customers. Customer Success partners closely with Product, Engineering, Professional Services, Support, Managed Services, and Sales teams to ensure our customers realize continuous value from the Solifi platform.
About the Position
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.
Core Focus Areas:
- Platform health and alignment
- Adoption of new Leasepath and Microsoft features
- Process optimization (e.g., opportunity workflow, credit approvals)
- Light configuration
Role and Responsibilities
- 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. Advise on best practices for configuration, when to escalate to delivery teams, maintaining SaaS and upgrading‑safe patterns.
- 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.
About You
Qualifications & Experience:
- Bachelor’s degree in Computer Science, Information Systems, or a related field (or equivalent experience).
- 5+ years of hands‑on experience with Microsoft Dynamics 365 (Sales Enterprise) and the Microsoft Power Platform.
- Strong functional configuration expertise, including: Model‑driven apps, business process flows, security roles and governance, forms, views, dashboards, business rules and Power Automate workflows.
- Experience working with solution‑based delivery (managed and unmanaged solutions).
- 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.
Skills & Attributes:
- 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.
- Able to operate independently while collaborating effectively with distributed global teams.
- Passion for customer success, financial services processes, continuous improvement, and modern Microsoft platforms.
Preferred Experience Level: 5 Years
Preferred Education Level: Bachelor's Degree
Employment Basis: Full Time
Benefits:
- 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
Applications Close Date: 27 Oct 2026
Technical Customer Success Manager employer: Solifi
At Solifi, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Milton Keynes. Our commitment to employee growth is evident through comprehensive benefits such as private medical insurance, a generous pension scheme, and support for professional qualifications, ensuring that our team members thrive both personally and professionally. Join us to be part of a forward-thinking company that values your contributions and empowers you to make a meaningful impact in the financial technology sector.
StudySmarter Expert Advice🤫
We think this is how you could land Technical Customer Success Manager
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn or attend industry events. We all know that sometimes it’s not just what you know, but who you know that can help you land that Technical Customer Success Manager role.
✨Tip Number 2
Prepare for those interviews by practising common questions and scenarios related to customer success and Microsoft Dynamics 365. We recommend doing mock interviews with friends or using online platforms to get comfortable with the process.
✨Tip Number 3
Showcase your expertise! Create a portfolio or case studies of past projects where you’ve optimised customer solutions. This will help us see how you can bring value to our team and customers at Solifi.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Technical Customer Success Manager
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Technical Customer Success Manager role. Highlight your experience with Microsoft Dynamics 365 and the Power Platform, as well as any customer-facing roles you've had. We want to see how your skills align with what we're looking for!
Showcase Your Problem-Solving Skills:In your application, don’t just list your qualifications; share specific examples of how you've tackled challenges in previous roles. We love seeing candidates who can demonstrate their analytical and problem-solving abilities, especially in a customer success context.
Be Clear and Concise:When writing your application, keep it straightforward and to the point. Use clear language and avoid jargon unless it's relevant to the role. We appreciate applications that are easy to read and get straight to the heart of your experience and skills.
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’re considered for the role. Plus, it shows you’re keen on joining our team at Solifi!
How to prepare for a job interview at Solifi
✨Know Your Tech Inside Out
As a Technical Customer Success Manager, you'll need to demonstrate your expertise in Microsoft Dynamics 365 and the Power Platform. Brush up on the latest features and be ready to discuss how you've used them in past roles. This will show that you're not just familiar with the tech, but that you can leverage it to drive customer success.
✨Showcase Your Customer Engagement Skills
This role is all about building relationships with customers. Prepare examples of how you've successfully engaged with clients in the past, particularly in technical settings. Highlight your ability to translate complex technical concepts into practical solutions that meet customer needs.
✨Prepare for Scenario-Based Questions
Expect to face scenario-based questions that assess your problem-solving skills and ability to handle real-world challenges. Think of specific situations where you've had to optimise processes or overcome adoption blockers, and be ready to explain your thought process and the outcomes.
✨Understand Solifi's Mission and Values
Familiarise yourself with Solifi's mission to reshape finance technology and their focus on customer success. Be prepared to discuss how your values align with theirs and how you can contribute to their goal of delivering a best-in-class operating model for customers.
