Product Success Partner

This is a fully remote position, open to applicants in Portugal.

📋 Description

• Collaborate with Customer Success Managers to develop and enhance customer Success Plans.

• Connect business goals with product adoption, process improvement, and quantifiable value.

• Identify gaps in adoption, opportunities for optimization, and best-practice strategies across Unit4 Financials, Procurement, Reporting, Budgeting, and associated finance processes.

• Assist customers in enhancing financial efficiency, accuracy in reporting, governance, compliance, and decision-making.

• Advocate for standard functionalities, minimize customizations, and promote the use of new capabilities.

• Examine customer usage patterns and business processes to uncover potential for greater value realization and operational enhancements.

• Aid Value Enhancement Services by assessing customer needs and matching them with outcome-oriented packages, assessments, or optimization initiatives.

• Work in conjunction with Consulting, Support, Product Management, and Customer Excellence teams to eliminate obstacles and expedite customer results.

• Relay customer feedback to Product, Engineering, and Customer Experience teams to drive improvements in products and services.

• Provide guidance to customers on optimizing financial processes, best practices in reporting, and digital transformation efforts.

⛳️ Requirements

• At least 4 years of experience in ERP consulting, ERP support, Customer Success, or solution delivery, particularly focused on financial management solutions.

• Familiarity with Unit4 Financials, Unit4 ERP, or similar enterprise financial management systems.

• In-depth knowledge of General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Budgeting and Forecasting, Financial Reporting, and Period-End and Year-End Processes.

• Capability to convert product features into measurable business impacts.

• Proven experience in guiding customers through adoption, optimization, process enhancements, and value realization efforts.

• Strong analytical abilities to interpret customer data, identify trends, and suggest actionable improvements.

• Proficiency in financial reporting, analytics, dashboards, data structures, and reporting tools.

• Skill in transforming unclear customer requirements into precise recommendations, action plans, and successful outcomes.

• Excellent stakeholder management and communication abilities.

• Capacity to effectively engage with Finance leaders, business users, CSMs, Product, Support, Consulting, and Engineering teams.

• A proactive, consultative approach focused on delivering customer value, best practices, ongoing improvement, and sustained customer success.

• Experience in Higher Education, Public Sector, Professional Services, or other industries targeted by Unit4 is a plus.

🏝️ Benefits

• Flexible Leave Paid Time Off policy.

• Opportunities for remote work.

• Global Wellbeing Days.

• Additional attractive benefits.

• Opportunities for growth with resources and support.

• Work alongside talented colleagues, role models, and mentors.

• Participation in Environmental, Social, and Governance initiatives.

• Involvement in the Act4Good programme.

• A safe and inclusive workplace environment.

• Access to Employee Resource Groups available to all.