Technical Customer Success Manager

Vacancy Name: Technical Customer Success Manager

Vacancy No: VN970

Job Title: Technical Customer Success Manager

Work Location City: Milton Keynes

Solifi delivers 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.

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.

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.

Core Focus Areas:

• Platform health and alignment
• Adoption of new Leasepath and Microsoft features
• Process optimization (e.g., opportunity workflow, credit approvals)
• Light configuration

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:
• Business processes
• Forms, views, dashboards aligned to roles
• Security roles and access models aligned to enterprise governance
• Business rules and workflow automation
• Advise on best practices for configuration, when to escalated 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…