Vacancy Name
Technical Customer Success Manager
Job Title
Technical Customer Success Manager
Work Location City
Milton Keynes
About Solifi
Solifi deliver a solid financial technology foundation for equipment, working capital, wholesale, and automotive finance firms. At Solifi, we believe that commerce is only as strong as the system it runs on. Our mission is to reshape finance technology by bringing together proven solutions into a singular powerful technology platform designed to help protect and scale financial organizations. We guard our customers by being precise and reliable, we guide their success by combining powerful technology with proven expertise, and we help them grow by unleashing their potential.
About the Team
Solifi is on a journey to elevate our end‑to‑end customer experience and deliver a scalable, best‑in‑class operating model. Our Customer Success organization is responsible for driving customer outcomes, adoption, satisfaction and long‑term value across a global portfolio of complex, enterprise‑level customers. Customer Success partners closely with Product, Engineering, Professional Services, Support, Managed Services, and Sales teams to ensure our customers realize continuous value from the Solifi platform.
About the Position
We are seeking a Technical Customer Success Manager (TCSM) based in the UK to support Leasepath customers across the EMEA region. This role is critical to helping customers realise maximum value from their Leasepath investment as their business evolves, regulations change, and new platform capabilities are released.
Leasepath is a fit for purpose solution built on Microsoft Dynamics 365 Sales Enterprise and the Microsoft Power Platform. It extends Dynamics beyond traditional CRM into asset finance–specific customer engagement, origination, credit, and approval workflows, while leveraging Microsoft’s enterprise security, extensibility, and release cadence. Leasepath is cloud first and SaaS only, aligning tightly with Microsoft’s Dynamics 365 Sales Enterprise data model, solution framework, security model, and Power Platform services (Power Automate, Dataverse, model driven apps, and reporting). Customers range from fast growing lease and loan brokers to large, regulated enterprise finance institutions.
As a TCSM, you will act as a trusted technical and functional partner, engaging with customers in short-term, targeted engagements that focus on:
Platform health and alignment
Adoption of new Leasepath and Microsoft features
Process optimization (e.g. opportunity workflow, credit approvals)
Light configuration.
This is a hands-on, customer-facing role that combines elements of technical consulting, solution architecture, and customer success working across Microsoft Dynamics 365 and the Power Platform.,
Role and Responsibilities
Customer Engagement & Success
Serve as the primary technical and functional success partner for assigned Leasepath customers in the UK and EMEA region.
Engage with customers in delivering short-term consulting engagements to assess system health, usage, and alignment with business objectives.
Build trusted customer relationships that position Solifi as a long-term and preferred software partner helping customers evolve and scale their business.
Solution Optimisation & Configuration
Perform functional health checks across Dynamics 365 and Power Platform environments.
Provide light configuration, optimisation, and guidance within customer environments, including:
o Business processes
o Forms, views, dashboards aligned to roles
o Security roles and access models aligned to enterprise governance
o Business rules and workflow automation
Advise on best practices for configuration, when to escalate to delivery teams, maintaining SaaS and upgrading-safe patterns.
Adoption & Change Enablement
Help customers adopt new Leasepath features and quarterly releases.
Translate product capabilities into practical, customer-specific use cases.
Address adoption blockers related to user experience, process alignment, or organizational change.
Advisory & Cross-Pollination
Act as a bridge between customers, product, and delivery teams, providing feedback on common challenges and opportunities.
Leverage knowledge of the wider Microsoft Dynamics ecosystem to inform customers of relevant options and patterns.
Identify opportunities for future consulting, optimisation, or strategic engagement.
Collaboration & Representation
Partner closely with Services, Product, Support, and broader Customer Success team.
Represent Solifi in attending customer workshops, trade shows, and Microsoft-related events as needed.
Contribute to internal knowledge sharing, best-practice playbooks, health-check frameworks and repeatable engagement models.
About You
Qualifications & Experience Bachelor’s degree in Computer Science, Information Systems, or a related field (or equivalent experience). 5+ years of hands-on experience with Microsoft Dynamics 365 (Sales Enterprise) and the Microsoft Power Platform. Strong functional configuration expertise, including: Model-driven apps Business process flows Security roles and governance Forms, views, dashboards Business rules and Power Automate workflows Experience working with solution-based delivery (managed and unmanaged solutions). Proven experience in customer-facing roles, such as Technical Account Manager, Functional Consultant, Solution Architect, or Success Consultant. Ability to conduct system assessments, recommend improvements, and execute light configuration. Familiarity with integrations, APIs, data flows, or connected Microsoft applications is a plus. Microsoft certifications (Dynamics 365 / Power Platform) are strongly preferred or willingness to obtain. Skills & Attributes Strong analytical, diagnostic and problem-solving skills. Excellent communication skills, with the ability to explain technical concepts to business and technical stakeholders. Comfortable managing multiple short, parallel engagements and priorities. Pragmatic, SaaS-first, outcome-focused, and success-driven mindset. Able to operate independently while collaborating effectively with distributed global teams. Passion for customer success, financial services processes, continuous improvement, and modern Microsoft platforms.
This role does not offer visa sponsorship. Candidates must have the right to work in the UK on a permanent basis.
Preferred Experience Level
5 years
Preferred Education Level
Bachelor's Degree
Employment Basis
Full Time
Benefits
Private medical insurance, Auto enrolment pension scheme, Cycle to work scheme, Group Life Insurance, Group Income Protection Insurance, Free on-site parking (Milton Keynes office only), 23 days Holiday - lengthens with service, Option to buy more holiday, Generous Employee Referral Scheme - Earn up to £2,500!, Discounted eye tests & glasses, Help towards professional association subscriptions, Various companywide social events, Support with professional qualifications
Applications Close Date
27 Oct 2026
