Customer Success Manager

Job Description

Customer Success @ Silverfin

Customers are at the heart of what we do at Silverfin!  Your role will be to ensure our customers optimise the use of the Silverfin platform. You will work cross-functionally with Product Developers, Project Managers and Account Managers to ensure we spoil the customer with a truly standout and superior experience.

Our customers tend to be major accounting firms, and your role will be to service those customers in the UK and Ireland.

Your ability to build strong relationships with our business customers will ensure they get the maximum potential from our software, you’ll get full project responsibility to deliver Silverfin magic into our customer workflows.

It is important to build and maintain strong stakeholder relationships to ensure we stay in tune with our customers’ needs.  The key to our success is through the ability to be a Trusted Advisor to our customers.

As Customer Success Manager, your goal is to aid our customers and their organisation reach the next level in automated accounting.  This will involve a high-touch relationship consisting of onsite and virtual meetings that cover customer onboarding, training and support.  We only want satisfied customers, so it’s up to you to make sure they’re happy.

Lastly (but definitely not least), as the face of Silverfin to our customers, you will also be the voice of our customers within Silverfin. 🙂  Your customer feedback will be communicated with our Product and Development teams in order to ensure we are continuously improving our offering.


  • Acting as the main point of contact for our customers and the primary liaison between the customer and our product teams
  • Leading onboarding processes and delivering training for new customers
  • Leading customers through digital transformation projects with a clear view of customer objectives in order to achieve maximum usage and deliver superior customer experience
  • Assisting with the basic set-up and customisation of the Silverfin environment
  • Monitoring usage, proactively contacting clients and delivering training to maximise usage, including the identification of any change resistance
  • Implementing change management techniques when usage levels are low
  • Acting as a product expert with a specific focus on usage and improvements
  • Providing customer support as a way of learning the Silverfin product
  • Acting as the customer’s voice and providing feedback to Product & Professional Services on how we can better serve our customers
  • Providing best practice, thought leadership and domain expertise to our Customer Success team and business customers


London, United Kingdom

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