Customer Success Consultant- Fully Remote- United Kingdom
Leigh, North West, United Kingdom
Leasepath
01.05.2025
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Full Job Description
About Us:
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 PowerPlatform). The company’s embrace of the Microsoft Power Platform gives it a strategic advantage in speed of delivery and constant innovation. We have an energetic and caring team of professionals with highly relevant domain expertise.
Leasepath provides financial services companies with tools to increase sales, reduce risk, and improve efficiency and profits. Our products are Cloud-first and SaaS-only, with quarterly updates. We serve customers across North America, Europe, and Australia and are expanding. We are a team that works hard, plays hard, and supports each other as we grow.
Position Overview:
We are seeking a passionate and results-oriented Customer Success Consultant to join our dynamic team. You will be responsible for driving customer satisfaction, retention, and expansion by working closely with our customers to ensure they achieve their business objectives using Leasepath.
Responsibilities:
1. Customer Onboarding & Relationship Management:
o Lead and manage the onboarding process, ensuring a smooth transition for new clients and setting them up for initial success.
o Build and maintain strong, long-lasting relationships with customers, acting as their trusted advisor and advocate.
2. Customer Success & Health:
o Conduct regular health checks to evaluate usage, identify issues, and provide proactive solutions.
o Manage renewals, demonstrating ongoing value and addressing concerns to ensure high renewal rates.
o Identify opportunities for expansion through upselling and cross-selling to maximize customer lifetime value.
3. Customer Feedback & Improvement:
o Gather and analyze feedback to identify areas for product and service improvement and communicate insights to relevant teams.
o Develop and deliver training to ensure effective adoption of new features and updates.
4. Customer Support: Respond promptly to customer inquiries and cases.
5. Reporting & Metrics:
o Track and report on key customer success metrics, providing insights and recommendations for improvement.
Qualifications:
* Proven experience in customer success or related roles.
* Strong understanding of 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 certifications (e.g., Sales, Customer Service, Finance, Operations) to demonstrate platform knowledge.
* Microsoft PowerPlatform Certifications (PL-100, PL-400) for skills in Power Apps, Power Automate, and Power BI, essential for customizing solutions and creating automation.
Benefits:
* Competitive salary and benefits package.
* Opportunities for professional growth and development.
* Collaborative and supportive work environment.
* Work with cutting-edge technology and innovative products.
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