Product Success Partner, Coda Experience Required

🔥 18 hours 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 Unit4 Financials expertise to identify adoption gaps, optimisation opportunities, and best practices • 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 value-realisation and operational-improvement opportunities • 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 outcomes • Bring customer feedback to Product, Engineering, and Customer Experience teams to influence improvements • Advise customers 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), Unit4 ERP, or comparable enterprise financial management platforms • Strong understanding of core finance processes, including 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 and guide customers towards strategic business outcomes • Confidence working with customers on adoption, optimisation, process improvement, and value realisation initiatives • Strong analytical skills with the 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, engaging 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 • May require security clearance for customer projects and access to sensitive customer data • Subject to applicable local laws, background checks may require criminal record declaration, right to work, personal identification, and work history

🏖️ Benefits

• Flexible Leave Paid Time Off policy • Remote working opportunities • Global Wellbeing Days • Other great benefits • Growth opportunities with tools and guidance • Talented colleagues, role models and mentors • Sustainability initiatives, including the Environmental, Social, and Governance strategy and Act4Good programme • Safe and inclusive working environment • Employee Resource Groups open to all

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