Product Success Partner U4F - (Coda experience required)

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. 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. Experience within Higher Education, Public Sector, Professional Services, or other Unit4 target industries is advantageous. Who we are We 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 a culture built on trust and accountability - giving you the freedom and autonomy to be successful and make an impact balance - with our Flexible Leave Paid Time Off policy, remote working opportunities, Global Wellbeing Days, and other great benefits growth opportunities - we provide the tools and guidance required so that you can focus on what really matters to you and so, ultimately, you can achieve your best work talented colleagues , role models and mentors - work, learn and be inspired by some of the best talent in the software industry a commitment to sustainability - with initiatives such as our Environmental, Social, and Governance strategy and Act4Good programme a safe and inclusive working environment – supported by our Employee Resource Groups, which are open to all. Our commitment to equity Unit4 is committed to ensuring equal opportunity for everyone. We make our hiring decisions solely based on skills, qualifications, and our current business needs. We know that diversity brings fresh perspectives, ideas, and solutions to our company. This is the essence of our culture. We also welcome and encourage people who are pregnant and/or parents-to-be to apply. If you would like to know more about our commitment to diversity, visit our blogs: Our focus to DEI remains central to who we are Inclusive hiring at Unit4: Building equal opportunities for all Background check This role may require security clearance required for customer projects and access to sensitive (customer) data. That means that after you have accepted our offer, we could ask for background checks. Subject to applicable local laws, such security checks may require disclosure of personal information including criminal record declaration, right to work, personal identification and work history. No worries – we'll handle it according to local privacy laws and keep your information safe. Questions? Feel free to reach out! Meet Unit4 . 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 for different people. We’re shaping how 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.