Product Success Partner U4F Coda
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Company DescriptionMeetUnit4 .
With over 40 years of heritage, we're an agile, fast growing, Cloud company that is on a mission to redefine Enterprise Resource Planning (ERP) for mid-market people-centric organisations.
With our innovative, self-driving, adaptive and intuitive software, our customers can spend more time on meaningful high-value work.
At the heart of what we do lies a simple yet profound purpose:Improve how people work by focusing on what truly matters.
— A powerful statement that enables different priorities fordifferent people.
We're shapinghow work should feel, and we empower our people by providing them with the right tools to achieve the autonomy they need
- it's what makes us unique.
Job Description
Product Success Partner (U4 Financials)At Unit4, our Product Success Partners (PSPs) bring deep product expertise into the customer journey, helping customers unlock more value from their Unit4 Financials solutions through Success4U.
Working alongside Customer Success Managers, PSPs turn product capability into measurable business outcomes by driving adoption, optimisation, and value realisation across finance processes.
What you'll do
Partner with Customer Success Managers (CSMs) to shape and evolve customer Success Plans, linking business objectives to product adoption, process optimisation, and measurable value.
Use deep knowledge of Unit4 Financials to identify adoption gaps, optimisation opportunities, and best-practice approaches across Financials, Procurement, Reporting, Budgeting, and related finance processes.
Help customers improve financial efficiency, reporting accuracy, governance, compliance, and decision-making through effective use of Unit4 Financials capabilities.
Guide customers towards scalable, future-ready ways of working by promoting standard functionality, reducing customisation, and encouraging adoption of new capabilities.
Analyse customer usage patterns and business processes to identify opportunities for increased value realisation and operational improvement.
Support Value Enhancement Services (VES) by triaging customer needs and aligning them to appropriate outcome-based packages, assessments, or optimisation initiatives.
Collaborate with Consulting, Support, Product Management, and Customer Excellence teams to remove blockers and accelerate customer outcomes.
Bring the voice of the customer back into Product, Engineering, and Customer Experience teams to influence continuous product and service improvements.
Act as a trusted adviser on financial process optimisation, reporting best practices, and digital transformation initiatives.
QualificationsMinimum 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) is a mustStrong understanding of core finance processes, including:General LedgerAccounts PayableAccounts ReceivableFixed AssetsBudgeting and ForecastingFinancial ReportingPeriod-End and Year-End ProcessesAbility 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.
Experience within Higher Education, Public Sector, Professional Services, or other Unit4 target industries is advantageous.
Additional InformationWho we areWe are a people-first community that nurtures all the areas that surround your working experience.
With us, you'll be surrounded by a high-performance team that supports your authentic self and celebrates your uniqueness.
We believe that 'How work should feel' is an evolving statement.
Work goes beyond tasks and everyday responsibilities it's about feeling valued, empowered, promoted, impactful, seen, and appreciated.
We are reimagining how work makes people feel.
What we offer
aculture built on trust and accountability
- giving you the freedom and autonomy to be successful and make an impactbalance
- with our Flexible Leave Paid Time Off policy, remote work