Unit4
Unit4

Unit4 develops cloud-based enterprise software for organizations whose work depends on people, services, and collaboration. Its portfolio spans enterprise resource planning (ERP), human capital management (HCM), financial planning and analysis (FP&A), financial management, and source-to-contract (S2C), with applications for professional services firms, public-sector organizations, nonprofits, and higher-education institutions.

By combining finance, HR, and project-management capabilities with AI-enabled tools, Unit4 helps teams streamline operational work and make more informed decisions. The platform is designed for business leaders including CFOs, CHROs, and CIOs who need clearer performance insight, more connected workflows, and the flexibility to adapt as their organizations evolve.

Customer Success Manager at Unit4 (Portugal, Remote)

Help service organizations get lasting value from Unit4 ERP by improving adoption, retention, and business outcomes. Identify expansion opportunities and guide customers toward their strategic goals.

Description

  • Represent customer needs and advocate for customers within Unit4.
  • Use customer insights to improve outcomes and the customer experience.
  • Help customers realize value and achieve their desired business outcomes.
  • Help customers maximize the return on their Unit4 investment.
  • Improve product adoption and maturity through success plans, guidance, and value-adding customer engagements.
  • Identify qualified upsell and cross-sell opportunities with Sales.
  • Serve as the main Customer Success contact for customers.
  • Spot and manage risks proactively to support retention.
  • Create and maintain customer success plans tied to strategic goals, milestones, and expected outcomes.
  • Lead executive business reviews and strategic discussions with C-level stakeholders and customer management teams.
  • Share customer goals, challenges, product needs, and value drivers with Product, R&D, Support, and Sales.
  • Manage retention and churn across the customer portfolio.
  • Encourage adoption and effective use of the Success4U program.

Requirements

  • Build strong customer relationships that support recurring revenue retention, expansion through Customer Success Qualified Leads (CSMQLs), and successful customer outcomes.
  • Communicate clearly and manage customer relationships effectively.
  • Fluent spoken and written English.
  • Swedish, Dutch, German, or French language skills are an advantage.
  • Communicate clearly and bring professional presence, empathy, and enthusiasm.
  • Influence others and build trust to lead effectively.
  • Experience in a customer-facing role focused on customer value and business outcomes in a cloud software environment.
  • Technical literacy and familiarity with customer engagement technologies, practices, and trends.
  • Experience in ERP, HCM, or financial planning software is an advantage.
  • Able to travel as needed, up to 20%.
  • Customer projects and access to sensitive customer data may require security clearance and background checks.
  • Meet applicable right-to-work and local legal requirements.

Benefits

  • Flexible paid time off policy.
  • Remote working opportunities.
  • Global Wellbeing Days.
  • Opportunities for growth.
  • Tools and guidance for professional development.
  • Talented colleagues, role models, and mentors.
  • Sustainability initiatives, including the Environmental, Social, and Governance strategy and Act4Good programme.
  • A safe and inclusive work environment.
  • Employee Resource Groups open to everyone.

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