Customer Success Consultant - Financial Software

February 13

Apply Now

Receive Emails with Similar Jobs

IMP Software

WebsiteLinkedInAll Job Openings

IMP Software is a company focused on providing software development services and solutions. The company operates remotely with a focus on consulting, software engineering, and development roles, mainly in the UK. It offers a platform for users to manage cookies and data privacy, indicating a commitment to compliance with privacy standards and ensuring a user-friendly online experience. IMP Software is involved in analytics to optimize their services and enhance customer experience.

MAT Budgeting Software • ICFP • MAT Finance

51 - 200 employees

☁️ SaaS

🏢 Enterprise

📋 Description

• As a Customer Success Consultant, you will be a trusted partner for our clients, ensuring they achieve their strategic objectives by maximising the value of our software. • You will play a pivotal role in driving adoption, building long-term relationships, and delivering measurable outcomes for MATs across the education sector. • Client Handover and Enablement: Take full ownership of the customer relationship once training has been completed by the Initial Success Team. • Collaborate closely with the Initial Success Team during the handover process to ensure a smooth transition, gaining a clear understanding of the customer’s goals, challenges, and early successes. • Build on the foundations set during onboarding, focusing on driving adoption and helping the client achieve their first measurable outcomes. • Customer Success Planning: Collaborate with MATs to create and maintain Customer Success Plans, aligning software capabilities with their financial planning and operational goals. • Identify key success metrics for each client (e.g., efficiency gains, data accuracy improvements) and regularly monitor progress. • Product Adoption and Engagement: Actively monitor usage data to identify adoption gaps, under-utilised features, or potential risks. • Proactively engage clients through regular check-ins (virtual meetings and face to face) and best practice sessions to optimise their use of the platform. • Develop and share resources (guides, case studies, videos) that empower clients to explore advanced features. • Relationship Management: Serve as the primary contact for assigned clients, building strong relationships with MAT finance leaders and other key stakeholders. • Partner with the Account Management team to identify upsell opportunities and support renewal discussions, providing value-driven insights. • Advocate for clients internally, working closely with Product and Support teams to address challenges or feedback. • Thought Leadership and Best Practices: Stay up to date with MAT financial challenges and regulatory changes to guide clients effectively. • Host webinars, user forums, or events to share thought leadership and encourage peer learning within the education sector. • Metrics and Reporting: Own customer health metrics for assigned accounts, tracking NPS, renewal likelihood, support tickets and product adoption rates. • Prepare and deliver annual business reviews (ABRs) for key clients, highlighting successes, ROI, and future opportunities. • Use data-driven insights to continuously improve the customer success journey.

🎯 Requirements

• Strong understanding of financial systems, reporting, or planning (experience with MAT finance is a distinct advantage) • Exceptional communication skills, with the ability to engage and influence stakeholders at all levels • Analytical mindset, with the ability to interpret data and translate insights into actionable strategies • Self-starter with excellent time management and prioritisation skills • Passionate about customer service and an inquisitive nature • Experience in a customer success, account management, or consultancy role, ideally within SaaS or the education sector (desirable) • Familiarity with the challenges and opportunities faced by MATs in financial planning (desirable) • Experience with CRM and CS tools (desirable)

🏖️ Benefits

• 27 days of holiday per year plus bank holidays • AXA Health insurance including dental and mental health • Broadband allowance • Home office stipend • Life assurance (4 x basic salary) • Encouraged and funded CPD • Remote status