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Customer Success Manager – Finance Software
Location
United Kingdom
Posted
16 days ago
Salary
£40K / year
Seniority
Senior
Job Description
Customer Success Manager – Finance Software
IMP Software
• Manage a portfolio of Trusts, supporting both new and existing customers across Planner, ICFP and other IMP products. • Lead the Initial Success (training) process for ICFP, delivering structured onboarding, training, and early-stage adoption within a 45-day period. • Partner with Trusts to help them realise full value from IMP Software, ensuring strong engagement, accurate usage, and alignment to Trust goals. • Conduct regular Success Reviews to discuss adoption, performance, and identify areas for optimisation. • Act as the customer’s advocate within IMP, working cross-functionally with Implementation, Support, Product and Account Management teams. • Identify customers at risk and work proactively to re-engage and retain them. • Support the ongoing development of best practice resources, playbooks and training content. • Contribute to continuous improvement of the customer journey, including the rollout of the LMS and Community Forum.
Job Requirements
- Minimum 3 years in a finance-based role (Trust, school, or external finance environment).
- Experience with budgets, forecasting, monitoring financial performance, and producing or reviewing management accounts.
- AAT Level 3 or above preferred, or equivalent practical accounting experience.
- School or Trust experience preferred but not mandatory if finance knowledge is strong.
- Curriculum experience helpful but not essential.
Benefits
- 27 days of holiday per year plus bank holidays (with a buy option up to an additional 5 days)
- Enhance Maternity and Paternity leave
- AXA Health insurance including dental, optical and mental health
- Broadband allowance
- Home office stipend
- Life assurance (4 x basic salary)
- Encouraged and funded CPD
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