Customer Success

2 weeks ago


York, United Kingdom Phoenix Software Full time

The role will support the Customer Success Technology Lead and the wider team in the delivery and development of training for our customers, in particular covering Power Platform, Microsoft Viva, SharePoint, Advanced Excel and Co-Pilot.

Not only will the role involve delivery of off-the-shelf and bespoke training to customers, but also include Power Platform mentored build and support, preparation of proof of concepts (PoCs) in Power Platform/M365/Viva, delivery of standardised pilots, administrative duties, building relationships with the sales teams and preparing documentation for sales and customer delivery material.

The main responsibilities are:
In line with the Customer Success team objectives and to support the Customer Success - Technology Lead, the Customer Success - Senior Technology Trainer will:

- Create content for customer videos and infographics.
- Maintain existing and create new training materials to ensure they are accurate, up-to-date, and reflective of current and future offerings.
- Balance priorities, managing workloads and administration for varying customer projects.
- Evaluate responses to delivered training programmes in order to make recommendations for improvements.
- To build knowledge on tenancy policies to be able to advise customer their impact on usage and training.
- To proactively research new technical features, updates, and new products, ensuring training follows industry best practice, is relevant and up to date.
- Contribute to both the Customer Success Team target and Cloud Solutions target through collaboration with Phoenix Sales Teams and Account Managers.
- Be responsible for liaising with account managers and setting up customer scoping meetings to explore opportunities and understand their requirements, in particular on more technical aspects of M365.
- To develop and maintain training materials for Power Platform.

Ideally, you will already have:

- Excellent organisational skills
- Excellent communication and presentation skills in both a face-to-face and virtual environment.
- Flexible in approach to the working day that will inevitably include nights away from home and travel when required to attend vendor and client sites.
- Driven to creating measurable value for Phoenix Software Ltd and its customers.
- Presentable, articulate and personable.
- Encourage knowledge transfer and instil sense of community
- Good knowledge of business requirements around sales
- Highly knowledgeable and competent
- Excellent organisational and communication skills
- Good analytic and technical skills
- Highly computer literate and presentational skills
- Ability to prioritise work under pressure, work without supervision and use initiative to ensure deadlines are met
- Commitment to see a job through to a successful conclusion
- A keen eye for detail and accuracy in all aspects of work
- Effective time management skills with the ability to plan ahead
- A strong team player
- A flexible approach to the working day

Desired:

- Prior experience implementing GPT technologies within an organization to improve productivity and efficiency
- Familiarity with project management methodologies and tools

Phoenix Software
Pocklington
York
England
United Kingdom

Full-time: hybrid working available

300+ employees

Information services

**Get to know Phoenix**:
We aim to be the UK’s leading IT solution and service provider with a forward-thinking approach and a friendly atmosphere.

Working for us, you’ll be given the support you need to succeed. You’ll be inspired by our achievements, recognised for your contribution, and constantly challenged to grow.

We enable digital transformation in the workplace, empowering UK organisations to innovate and transform with cloud technology, data, AI, cyber security, and collaboration tools. By understanding the individual goals of our customers, we empower UK organisations to make a difference to the lives of their employees, service users, and communities.

We are a signatory on the Race at Work Charter, actively involved in the Women in IT Network, and a Disability Confident Committed and Living Wage employer.



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