Manage a portfolio of Trusts, supporting both new and existing customers across Planner, ICFP and other IMP products.
Lead the Initial Success (training) process for ICFP, delivering structured onboarding, training, and early-stage adoption within a 45-day period.
Partner with Trusts to help them realise full value from IMP Software, ensuring strong engagement, accurate usage, and alignment to Trust goals.
Conduct regular Success Reviews to discuss adoption, performance, and identify areas for optimisation.
Act as the customer’s advocate within IMP, working cross-functionally with Implementation, Support, Product and Account Management teams.
Identify customers at risk and work proactively to re-engage and retain them.
Support the ongoing development of best practice resources, playbooks and training content.
Contribute to continuous improvement of the customer journey, including the rollout of the LMS and Community Forum.

Minimum 3 years in a finance-based role (Trust, school, or external finance environment).
Experience with budgets, forecasting, monitoring financial performance, and producing or reviewing management accounts.
AAT Level 3 or above preferred, or equivalent practical accounting experience.
School or Trust experience preferred but not mandatory if finance knowledge is strong.
Curriculum experience helpful but not essential.

27 days of holiday per year plus bank holidays (with a buy option up to an additional 5 days)
Enhance Maternity and Paternity leave
AXA Health insurance including dental, optical and mental health
Broadband allowance
Home office stipend
Life assurance (4 x basic salary)
Encouraged and funded CPD

Customer Success Manager – Finance Software

Key skills