Customer Success Manager - Accountancy SaaS

JR United Kingdom; England; Remote; GBP 40,000 - 60,000; Full time

Job summary

A high-growth company in the Financial Software sector is seeking a Customer Success Manager to enhance customer onboarding and training experiences. This role focuses on providing exceptional consultancy to clients, ensuring they gain maximum value from the SaaS products offered. Ideal candidates will have a background in financial software and strong communication skills.

Qualifications

• Experience in customer success, software training, consultancy, or presales.
• Experience with financial software like Accounting Software or Tax Solutions.
• Ability to deliver remote training and webinars.

Responsibilities

• Deliver high-level training and consultancy to customers.
• Collaborate with Sales and Professional Services teams.
• Maintain customer satisfaction and proactively address needs.

Skills

Customer training

Communication

Customer consulting

Software onboarding

Education

Accountancy qualifications

Job description

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Customer Success Manager - Accountancy SaaS, england

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Client:

Matched

Location:

england, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

1

Posted:

09.06.2025

Expiry Date:

24.07.2025

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Job Description:

Customer Success Manager - Accountancy SaaS

Why: High growth company

Software: Financial SaaS – FinTech

Location: Home Based

• Do you have experience in on-boarding, demoing or training customers on software?
• Do you have experience with FinTech, Accountancy Software, Financial Software?

The company are a leading Financial Software Company, experience huge growth and with a reputation for being a market leader. They are looking for a Customer Success Manager to help their customers get the most value and best experience from their technology.

They are looking for an exceptional communicator who would thrive in their Professional Services team. The main focus of this role is delivering high level training and consultancy to their customers, supporting both their on-boarding and continued use of the suite of financial software products.

This is a broad role which incorporates customer on-boarding, presales, training, demonstrations, customer experience, customer consulting. The majority of customer engagement is done remotely however there is also the opportunity to visit customers as and when required.

Requirement: Customer Success Manager

• Collaborate with other members of both the Sales and Professional Services team to deliver training and consultancy to customers
• Present and articulate advanced product features and benefits
• Be able to onboard, delivering product training, workshops and consultancy sessions with customers
• Ensure customer satisfaction is maintained throughout.
• Proactively scope out technical solutions required to address customer requirements, meeting their needs by putting them into practice during the session(s).
• Provide internal product knowledge to Sales Team members
• To deliver remote or on-site professional consultancy sessions

Experience Required: Customer Success Manager

• Previous experience in a customer success, software training, consultancy, presales, customer experience position
• Experience working with financial software such as Accounting Software, Tax Solutions, Financial Software, Bookkeeping Solutions is preferred
• Experience at delivering software training and consultancy sessions to all levels of customers
• Experience at delivering paid for training/consultancy sessions either remotely or on-site for customers.
• Confidence at presenting to a large audience
• Ability to deliver remote webinars.
• Accountancy qualifications would be highly preferable,