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 Power Platform). The company’s embrace of the Microsoft Power Platform gives it a strategic advantage in speed of delivery and constant innovation. 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 are a great team of work hard, play hard, real people, and we support all our teammates even as a fast growing organization.
We are seeking a passionate and results-oriented Customer Success Consultant to join our dynamic team. Customer Onboarding & Relationship Management:
• Customer Success & Health:
• Conduct regular health checks and assessments to evaluate customer usage, identify potential issues, and provide proactive solutions.
• Gather and analyze customer feedback to identify areas for product and service improvement andcommunicate insights to relevant teams.
• Customer Support:
Track and report on key customer success metrics, providing insights and recommendations to improve customer satisfaction and retention.
Proven experience in customer success or related role.
• Strong understanding of customer onboarding, relationship management, and renewal processes.
• Ability to analyze data and identify trends.
• Experience with CRM and customer success platforms.
• A passion for helping customers achieve their goals.
Relationship Building
• Training & Education
• 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.
• Microsoft Dynamics 365 Customer Service Functional Consultant Associate (MB-230):
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.
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