Customer Success Consultant- Fully Remote- United Kingdom

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 :

Customer Feedback & Improvement :

Customer Support :

o Respond promptly to incoming customer cases and inquiries.

Reporting & Metrics :

Qualifications :

Key Competencies :

Recommended Certifications :

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.

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.

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 :