Product Success Partner U4F Coda
$48,988–$58,693 year
RemotePortugal
Job Summary
Partner with Customer Success Managers to shape Success Plans that link business objectives to product adoption and measurable value. Leverage deep Unit4 Financials expertise to identify adoption gaps and optimisation opportunities across finance processes, guiding customers toward scalable, future-ready ways of working. Analyse usage patterns to drive value realisation and collaborate with Consulting, Support, and Product teams to remove blockers and accelerate outcomes. Bring the customer voice into Product and Engineering to influence continuous improvements while acting as a trusted adviser on financial process optimisation and digital transformation.
Required Qualifications
- Minimum of 4 years' experience in ERP consulting, ERP support, Customer Success, or solution delivery, with a strong focus on financial management solutions
- Experience working with Unit4 Financials (U4F), Unit4 ERP, or comparable enterprise financial management platforms
- Strong understanding of core finance processes, including: General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Budgeting and Forecasting, Financial Reporting, Period-End and Year-End Processes
- Ability to translate product capabilities into measurable business value and guide customers towards achieving strategic business outcomes
- Confidence working with customers on adoption, optimisation, process improvement, and value realisation initiatives
- Strong analytical skills with the ability to interpret customer data, identify trends, and recommend practical improvements
- Experience with financial reporting, analytics, dashboards, data structures, and reporting tools
- Ability to turn ambiguous customer needs into clear recommendations, action plans, and success outcomes
- Strong stakeholder management and communication skills, with the ability to engage effectively with Finance leaders, business users, CSMs, Product, Support, Consulting, and Engineering teams
- A proactive, consultative mindset with a strong focus on customer value, best practices, continuous improvement, and long-term customer success
- Security clearance required for customer projects and access to sensitive (customer) data
Desired Qualifications
- Experience within Higher Education, Public Sector, Professional Services, or other Unit4 target industries
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