Job Description
Our client is the leading supplier of tax and regulatory reporting software and services to large corporates and accountancy firms in the UK and Ireland. Driven by organic expansion, new product releases and regulatory change, the business is experiencing significant growth. The organisation is a private equity backed business of c.125 people.
The role
This is a fantastic opportunity for a Customer Success Manager to join a market-leading business at the forefront of technology. Our client is embarking on a migration of customers from a legacy solution to a new, integrated cloud solution, and this role is pivotal in both the execution of this migration project and developing long-term strategic relationships with customers.
The Customer Success Manager is responsible for managing the migration and ongoing relationships with customers. There will be a strong requirement to work effectively with Product Management and Product Delivery teams to understand the full scope of the cloud product through the various stages of delivery.
This customer-facing role requires an experience of working with Finance, IT and Data teams within the tax industry to articulate the value of moving to the cloud which will ensure we understand and align on each customer's plan of migration.
Key activities
- Working with Product Management and Product Delivery to understand the capabilities of the
software through the stages of delivery.
- Working alongside our IT, Security, Legal & Account Management teams in a customer-facing
capacity to ensure any barriers to migration are resolved.
- Responsible for all Client stakeholder and relationship management with respect to delivering
and managing meetings, plus holding individuals accountable against agreed KPIs.
- Using expertise to support a customer's readiness, planning their outcomes, understanding
impediments, and fostering collaboration.
- Transitioning each customer to the Customer Migration team
- Responsible for maintaining service continuity through the migration programme and delivering
periodic updates to the clients' migration working group.
- Deliver customer training on the product suite to aid the customer experience and retention.
Key Skills & Attributes
- Strong problem solving and presentation skills.
- Excellent stakeholder management & collaboration skills.
- Client experience and customer service excellence is key to the ethos
- Previous experience of customer workshops, idea boards and process building.
- Proven ability to manage multiple projects / deliveries simultaneously.
- Working in a SaaS environment.
- Delivering customer training, presentations and demonstrations.
- Understanding of Direct and/or Indirect Tax is desirable.
- Thorough understanding of the complexities and compliance cycle of the corporate tax industry.
Technical Knowledge
- A post graduate professional qualification within the Tax or Accountancy field (e.g., ACCA, ATT, CTA) is desirable but not essential.
SIMILAR JOBS
-
Business Development Representative
About the Company:
Sterlings are partnered with a leading SaaS provider that delivers innovative solutions to help businesses efficiently manage and analyse their financial and accounting data. The platform is designed to assist organisations in identifying risks, ensuring compliance with financial regulations, auditing records, and monitoring performance during critical activities such as mergers and acquisitions. By supporting key departments like accounting, finance, and compliance, the company enhances decision-making and improves operational efficiency.
About the Role:
Experience is a plus but not essential. We are seeking a candidate with a strong interest in financial technology and markets for a Sales Development position. The ideal candidate will have studied finance, accounting, or a related field, and possess a commercial mindset suited for business development.
Key Responsibilities:
- Prospecting: Identify potential clients through cold calling, email outreach, social media, and networking events.
- Lead Qualification: Assess leads to determine their suitability as potential customers based on needs, budget, authority, and timeline.
- Appointment Setting: Schedule meetings for the sales team with qualified leads to explore the company's solutions.
- Lead Nurturing: Maintain ongoing communication with leads, offering valuable information to guide them through the sales funnel.
- Market Research: Stay updated on industry trends, competitor activities, and customer needs to refine our approach.
- CRM Management: Ensure accurate and current information in our CRM system to track lead interactions effectively.
Base Salary: £35,000
Commission: £5,000 - £10,000
-
Business Development Representative
About the Company:
Sterlings are partnered with a leading SaaS provider that delivers innovative solutions to help businesses efficiently manage and analyse their financial and accounting data. The platform is designed to assist organisations in identifying risks, ensuring compliance with financial regulations, auditing records, and monitoring performance during critical activities such as mergers and acquisitions. By supporting key departments like accounting, finance, and compliance, the company enhances decision-making and improves operational efficiency.
About the Role:
Experience is a plus but not essential. We are seeking a candidate with a strong interest in financial technology and markets for a Sales Development position. The ideal candidate will have studied finance, accounting, or a related field, and possess a commercial mindset suited for business development.
Key Responsibilities:
- Prospecting: Identify potential clients through cold calling, email outreach, social media, and networking events.
- Lead Qualification: Assess leads to determine their suitability as potential customers based on needs, budget, authority, and timeline.
- Appointment Setting: Schedule meetings for the sales team with qualified leads to explore the company's solutions.
- Lead Nurturing: Maintain ongoing communication with leads, offering valuable information to guide them through the sales funnel.
- Market Research: Stay updated on industry trends, competitor activities, and customer needs to refine our approach.
- CRM Management: Ensure accurate and current information in our CRM system to track lead interactions effectively.
Base Salary: £35,000
Commission: £5,000 - £10,000
-
Sales Director (Capital Markets Derivatives Software)
One of our Capital Markets FinTech firms, who tackle the derivative markets complexities globally for Asset Managers, Hedge Funds, Pension Funds & Insurers, are looking to add sales seniority to their London commercial team.
You will be covering, but not solely limited to, an EMEA territory working in a relatively small London team of 6 Sales Professionals. You will be reporting directly to the Global Cheif Revenue Officer so there will be lots of internal visibility.
Initially joining as an senior individual contributor and having an annual target (usually between £750k - £1.2M) the aim for this hire is that the successful candidate can step into more of a Player Coach position and take mentorship over the team of new business sales and relationship management. Plan further on from that would be for the successful candidate to head EMEA Sales.
To be considered for this position it is vital that you have enterprise software sales experience to the buy-side expertise and be used to navigating around and winning new logos in Asset Management/Fund Mamanagement/Pension Funds/Insurers/Hedge Funds space.
You will also, ideally, have a very sound understanding capital markets derivatives domain and an appreciation of software in that space that will manage risks and improve operational efficiency.
You can also use your social account to sign in. First you need to:
Accept Terms & Conditions and Privacy Policy.