Technical Customer Success Manager
Package: Basic £90,000-110,000 + benefits
Industry: FinTech SaaS – Mid Market & Enterprise
Why: Huge growth potential in EMEA and a scaling business
* Do you have Technical Customer Success experience working with complex high value enterprise clients?
* Do you have experience working with FS companies or Finance Decision Makers?
* Do you want to join a scaling business and global reach?
Our client is a leading Global FinTech SaaS vendor with a reputation for industry leading solutions. You will be joining as they continue to scale their EMEA operation following significant recent investment. You will be joining a business of over 1000 people globally, where people have excellent longevity and a mature autonomous working culture.
Their FinTech solutions are there to support companies with large lending operations so mainly aimed at companies within financial services such as banks, asset finance provider, automotive lenders and equipment finance providers. Their customers rely on them to help protect and scale their financial organisations by streamlining process through technology.
They are seeking a Technical Customer Success Manager based in the UK to support the EMEA region. This role is critical to helping customers realise maximum value from their investment as their business evolves, regulations change, and new platform capabilities are released.
The solution is built on Microsoft Dynamics 365 Sales Enterprise and the Microsoft Power Platform. It extends Dynamics beyond traditional CRM into finance–specific customer needs and requirements. 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 features, process optimization and 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.
Role and Responsibilities
* Serve as the primary technical and functional success partner for assigned 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.
* Solution Optimisation & Configuration
* Perform functional health checks across Dynamics 365 and Power Platform environments.
* Provide light configuration, optimisation, and guidance within customer environments, including:
* Help customers adopt new 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.
* 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.
* Partner closely with Services, Product, Support, and broader Customer Success team.
* Attend 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.
Experience Required
* Passion for customer success, financial services processes, continuous improvement, and modern Microsoft platforms.
* 5+ years of hands-on experience with Microsoft Dynamics 365 (Sales Enterprise) and the Microsoft Power Platform.
* Strong functional configuration expertise
* 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.
* 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.