Product Success Partner, Coda Experience Required

Posted Sep 2

This is a fully remote position, open to applicants in Netherlands, +1 more country.

📋 Description

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

• Connect business goals with product adoption, process optimization, and measurable value.

• Utilize expertise in Unit4 Financials to pinpoint adoption gaps, optimization opportunities, and best practices.

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

• Advocate for standard functionality, minimize customization, and promote the adoption of new capabilities.

• Examine customer usage trends and business processes to uncover opportunities for value realization and operational improvements.

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

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

• Convey customer feedback to Product, Engineering, and Customer Experience teams to drive enhancements.

• Provide guidance to customers on optimizing financial processes, adhering to reporting best practices, and implementing digital transformation initiatives.


⛳️ Requirements

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

• Proven experience with Unit4 Financials (U4F), Unit4 ERP, or similar enterprise financial management platforms.

• Strong understanding of essential finance processes, such as General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Budgeting and Forecasting, Financial Reporting, as well as Period-End and Year-End Processes.

• Capability to translate product features into quantifiable business value and assist customers in achieving strategic business goals.

• Confidence in collaborating with customers on adoption, optimization, process improvement, and value realization efforts.

• Robust analytical skills to interpret customer data, identify trends, and propose actionable improvements.

• Experience with financial reporting, analytics, dashboards, data structures, and reporting tools.

• Ability to convert unclear customer needs into precise recommendations, actionable plans, and successful outcomes.

• Strong stakeholder management and communication abilities, engaging Finance leaders, business users, CSMs, Product, Support, Consulting, and Engineering teams.

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

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

• Security clearance may be required for customer projects and access to sensitive customer information.

• In compliance with local laws, background checks may necessitate criminal record disclosure, right to work verification, personal identification, and work history confirmation.


🏝️ Benefits

• Flexible Leave Paid Time Off policy.

• Opportunities for remote work.

• Global Wellbeing Days.

• Additional attractive benefits.

• Growth opportunities supported by tools and guidance.

• Collaboration with talented colleagues, role models, and mentors.

• Participation in sustainability initiatives, including the Environmental, Social, and Governance strategy and the Act4Good program.

• A safe and inclusive workplace environment.

• Employee Resource Groups available to all.

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