Customer Success Manager - Accountancy SaaS at Matched

Position Customer Success Manager - Accountancy SaaS
Posted 14 Mar 2026
Expired 13 Apr 2026
Company Matched
Location United Kingdom | GB
Job Type Full Time

Job Description:

Latest job information from Matched for the position of Customer Success Manager - Accountancy SaaS. If the Customer Success Manager - Accountancy SaaS vacancy in United Kingdom matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at Matched for the position of Customer Success Manager - Accountancy SaaS below matches your qualifications.

Customer Success Manager - Accountancy SaaS

Why: High growth company

Software: Financial SaaS – FinTech

Location: Home Based

  • Do you have experience with on-boarding, demoing, persales or training customers on software?
  • Do you have experience with Accountancy Software, Tax Software of similar Financial Software?
  • Do you love engaging with customers and providing amazing service?

The company are a leading Financial Software Company, experience huge growth and with a reputation for being a market leader. With over 10,000 customers, numerous awards and a reputation for quality, this scaling business is a place where you will find a career as opposed to another 'job'. They are looking for a Customer Success Manager to help their customers get the most value and best experience from their technology.

They are looking for an exceptional communicator, confident with customers and use to delivering an excellent customer experience. The main focus of this role is delivering high level training, consultancy, onboarding, demonstrations and seminars to their customers, supporting both their on-boarding and continued use of the suite of financial software products. This is almost exclusively delivered remote apart from the odd occasion or attending industry events.

The company have an excellent culture and are remote first in attitude. Training and development will be provided and you can expect to progress every few years with the company. Their clients are predominantly financial services companies and accountancy firms. They are looking for experience of working for a software company and working with accountancy companies.

Requirement: Customer Success Manager

  • Collaborate with other members of both the Sales and Professional Services team to deliver training and consultancy to customers
  • Present and articulate advanced product features and benefits
  • Be able to onboard, delivering product training, workshops and consultancy sessions with customers
  • Ensure customer satisfaction is maintained throughout.
  • Proactively scope out technical solutions required to address customer requirements, meeting their needs by putting them into practice during the session(s).
  • Provide internal product knowledge to Sales Team members
  • To deliver remote professional consultancy sessions

Experience Required: Customer Success Manager

  • Previous experience in a customer success, software training, consultancy, presales, customer experience position
  • Experience working with financial software such as Accounting Software, Tax Solutions, Financial Software, Bookkeeping Solutions is essential
  • Experience at delivering software training and consultancy sessions to all levels of customers
  • Confidence at presenting to a large audience
  • Ability to deliver remote webinars.
  • Accountancy or financial qualifications would be highly preferable

Job Info:

  • Company: Matched
  • Position: Customer Success Manager - Accountancy SaaS
  • Work Location: United Kingdom
  • Country: GB

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information Customer Success Manager - Accountancy SaaS at the office United Kingdom above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.

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