Customer Success Consultant- Fully Remote- United Kingdom

Leasepath; United Kingdom; Remote; GBP 40,000 - 70,000; Full time

Job summary

An innovative company is seeking a passionate Customer Success Consultant to enhance customer satisfaction and retention. In this fully remote role, you will manage onboarding, build strong relationships, and ensure customers achieve their goals with cutting-edge technology solutions. Your expertise in customer success and strong communication skills will be pivotal in driving customer engagement and maximizing lifetime value. Join a dynamic team that thrives on collaboration and innovation, and help shape the future of customer success in the financial services industry.

Benefits

Competitive salary and benefits package

Opportunities for professional growth

Collaborative work environment

Access to cutting-edge technology

Qualifications

• Proven experience in customer success or related role.
• Strong understanding of onboarding and renewal processes.

Responsibilities

• Lead customer onboarding and build long-lasting relationships.
• Conduct regular health checks and manage renewal processes.

Skills

Customer Success Management

Relationship Management

Data Analysis

Communication Skills

Problem Solving

Education

Microsoft Dynamics 365 Fundamentals (MB-910)

Microsoft Power Platform Certifications (PL-100, PL-400)

Tools

CRM Software

Microsoft Power Platform

Job description

Customer Success Consultant- Fully Remote- United Kingdom

Customer Success Consultant- Fully Remote- United Kingdom

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At Leasepath, a Microsoft Business Applications Partner, we are a rapidly growing global provider dedicated to empowering Finance Institutions and Lease/Loan Brokers in the Asset Finance industries, including Banking, Independent Finance, Automobile Captive and Equipment Captive with leading technology solutions for Customer Engagement, Originations and Process Automation on the Microsoft Cloud (Microsoft Dynamics 365 & Microsoft Power Platform). The company’s embrace of the Microsoft Power Platform gives it a strategic advantage in speed of delivery and constant innovation. Combine that with an energetic and caring team of professionals possessing highly relevant domain expertise. www.Leasepath.com

Leasepath provides financial services companies with the tools to increase sales, reduce risk, and improve efficiency and profits. Our products are Cloud-first and SaaS-only, and we consistently deliver quality quarterly updates to all our customers. We have existing customers in North America, Europe and Australia and are continuing to expand our markets. We are a great team of work hard, play hard, real people, and we support all our teammates even as a fast growing organization.

Position Overview:

We are seeking a passionate and results-oriented Customer Success Consultant to join our dynamic team. In this role, you will be responsible for driving customer satisfaction, retention, and expansion. You will work closely with our customers to ensure they achieve their business objectives through the effective use of Leasepath.

Responsibilities:

Customer Onboarding & Relationship Management:

• Lead and manage the customer onboarding process, ensuring a smooth and efficient transition for new clients, setting them up for initial success.

• Build and maintain strong, long-lasting relationships with customers, acting as their trusted advisor and advocate.

Customer Success & Health:

• Conduct regular health checks and assessments to evaluate customer usage, identify potential issues, and provide proactive solutions.

• Manage the renewal process, ensuring high renewal rates by demonstrating ongoing value and addressing customer concerns.

• Identify and pursue opportunities for customer expansion through upselling and cross-selling, maximizing customer lifetime value.

Customer Feedback & Improvement:

• Gather and analyze customer feedback to identify areas for product and service improvement andcommunicate insights to relevant teams.

• Develop and deliver training to ensure customers are effectively adopting new product features and updates.

Customer Support:

o Respond promptly to incoming customer cases and inquiries.

Reporting & Metrics:

• Track and report on key customer success metrics, providing insights and recommendations to improve customer satisfaction and retention.

Qualifications:

• Proven experience in customer success or related role.

• Strong understanding of customer onboarding, relationship management, and renewal processes.

• Excellent communication, interpersonal, and presentation skills.

• Ability to analyze data and identify trends.

• Experience with CRM and customer success platforms.

• Strong problem-solving and organizational skills.

• Ability to work independently and as part of a team.

• A passion for helping customers achieve their goals.

Recommended Certifications:

• Microsoft Dynamics 365 Fundamentals (MB-910):

o This certification provides a foundational understanding of Dynamics 365, including its various modules (Sales, Customer Service, Finance, Operations, etc.).

o It demonstrates a broad understanding of the platform, which is essential for CSMs who need to navigate different aspects of the software and communicate effectively with customers.

• Microsoft Power Platform Certifications (PL-100, PL-400)

o Understanding the Power Platform (Power Apps, Power Automate, Power BI) is essential for customizing D365 and creating customer-centric solutions.

o Being able to use these tools means that the manager can help the team create automation to help with customer success.

o This certification validates skills in configuring and implementing Dynamics 365 Customer Service solutions.

o It demonstrates expertise in customer service functionalities, which are often critical for CSMs.

• Competitive salary and benefits package.

• Opportunities for professional growth and development.

• Collaborative and supportive work environment.

• The chance to work with cutting-edge technology and innovative products.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Customer Service, Quality Assurance, and Information Technology

• Industries

  Financial Services and Administrative and Support Services

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