Product Success Partner, Coda Experience Required

🔥 0 minutes ago

🌐 Netherlands, United Kingdom – Remote

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⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

👻 Ghost score 10%

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Logo of Unit4

Unit4

1001 - 5000 employees

Founded 1980

🏢 Enterprise

☁️ SaaS

🤖 Artificial Intelligence

Enterprise • SaaS • Artificial Intelligence

Unit4 is a company that develops and delivers cloud-based enterprise software solutions focused on ERP, HCM, FP&A, Financial Management, and S2C. The solutions are designed to enhance productivity and collaboration within organizations, specifically tailored for people-centered and service-focused institutions like Professional Services, Public Sector, Nonprofit, and Higher Education. Unit4's platform integrates AI to optimize operations across finance, HR, and project management, aiming to improve user experience and organizational agility. Their solutions cater to roles such as CFOs, CHROs, and CIOs, providing them with the tools to drive strategic outcomes, performance, and adaptability within their organizations.

📋 Description

• Partner with Customer Success Managers to shape and evolve customer Success Plans • Link business objectives to product adoption, process optimisation, and measurable value • Use deep knowledge of Unit4 Financials to identify adoption gaps, optimisation opportunities, and best-practice approaches • Help customers improve financial efficiency, reporting accuracy, governance, compliance, and decision-making • Promote standard functionality, reduce customisation, and encourage adoption of new capabilities • Analyse customer usage patterns and business processes to identify opportunities for increased value realisation and operational improvement • Support Value Enhancement Services by triaging customer needs and aligning them to outcome-based packages, assessments, or optimisation initiatives • Collaborate with Consulting, Support, Product Management, and Customer Excellence teams to remove blockers and accelerate customer outcomes • Bring the voice of the customer to Product, Engineering, and Customer Experience teams • Act as a trusted adviser on financial process optimisation, reporting best practices, and digital transformation initiatives

🎯 Requirements

• Minimum of 4 years' experience in ERP consulting, ERP support, Customer Success, or solution delivery, with a strong focus on financial management solutions • Experience working with Unit4 Financials (U4F) is a must • Strong understanding of General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Budgeting and Forecasting, Financial Reporting, and Period-End and Year-End Processes • Ability to translate product capabilities into measurable business value • Ability to guide customers toward strategic business outcomes • Experience with customer adoption, optimisation, process improvement, and value realisation initiatives • Strong analytical skills and ability to interpret customer data, identify trends, and recommend practical improvements • Experience with financial reporting, analytics, dashboards, data structures, and reporting tools • Ability to turn ambiguous customer needs into clear recommendations, action plans, and success outcomes • Strong stakeholder management and communication skills • Ability to engage with Finance leaders, business users, CSMs, Product, Support, Consulting, and Engineering teams • Proactive, consultative mindset focused on customer value, best practices, continuous improvement, and long-term customer success • Experience within Higher Education, Public Sector, Professional Services, or other Unit4 target industries is advantageous • Role may require security clearance for customer projects and access to sensitive customer data • Background checks may require disclosure of criminal record declaration, right to work, personal identification, and work history

🏖️ Benefits

• Flexible Leave Paid Time Off policy • Remote working opportunities • Global Wellbeing Days • Tools and guidance for professional growth • Talented colleagues, role models, and mentors • Sustainability initiatives including Environmental, Social, and Governance strategy and Act4Good programme • Safe and inclusive working environment • Employee Resource Groups open to all

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