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Customer Success Consultant- Fully Remote- United Kingdom
4 weeks ago
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. Combine that with an energetic and caring team of professionals possessing highly relevant domain expertise. www.Leasepath.com
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 have existing customers in North America, Europe and Australia and are continuing to expand our markets. We are a great team of work hard, play hard, real people, and we support all our teammates even as a fast growing organization.
Position Overview:
We are seeking a passionate and results-oriented Customer Success Consultant to join our dynamic team. In this role, you will be responsible for driving customer satisfaction, retention, and expansion. You will work closely with our customers to ensure they achieve their business objectives through the effective use of Leasepath.
Responsibilities:
Customer Onboarding & Relationship Management:
• Lead and manage the customer onboarding process, ensuring a smooth and efficient transition for new clients, setting them up for initial success.
• Build and maintain strong, long-lasting relationships with customers, acting as their trusted advisor and advocate.
Customer Success & Health:
• Conduct regular health checks and assessments to evaluate customer usage, identify potential issues, and provide proactive solutions.
• Manage the renewal process, ensuring high renewal rates by demonstrating ongoing value and addressing customer concerns.
• Identify and pursue opportunities for customer expansion through upselling and cross-selling, maximizing customer lifetime value.
Customer Feedback & Improvement:
• Gather and analyze customer feedback to identify areas for product and service improvement andcommunicate insights to relevant teams.
• Develop and deliver training to ensure customers are effectively adopting new product features and updates.
Customer Support:
o Respond promptly to incoming customer cases and inquiries.
Reporting & Metrics:
• Track and report on key customer success metrics, providing insights and recommendations to improve customer satisfaction and retention.
Qualifications:
• Proven experience in customer success or related role.
• Strong understanding of customer 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.
Key Competencies:
• Customer Focus
• Relationship Building
• Communication
• Problem Solving
• Training & Education
• Organization & Time Management
Recommended Certifications:
• 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.
Benefits:
• Competitive salary and benefits package.
• Opportunities for professional growth and development.
• Collaborative and supportive work environment.
• The chance to work with cutting-edge technology and innovative products.
