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Customer Support Consultant – School Finance Systems – up to £30,000 – (South West, Peterborough or WFH)

Are you an experienced school Finance Officer/ Finance Manager who enjoys helping your colleagues?

Do you have a passion for finance systems and want to branch into a more commercial organization?

Maybe you already support some education finance products like PS financials, FMS, Sage, Civica Finance etc

Education Support Professionals are looking for a conscientious individual open to the challenge of joining a Fintech start up company, and providing efficient and effective customer support.

The Role:

As a Customer Support Consultant, you will provide first class care, support and guidance to Multi Academy Trusts across the UK. You will be drawing on your expert knowledge of finance related systems and processes, from an education landscape, to provide excellent customer care.

Customer support is at the heart of everything the company provides, with the role providing a new platform for a school finance expert to continue delivering first class service. Over the last 18 months, the company has grown into an expert provider of Budgeting, Forecasting and Financial Reporting Software to over 470 schools and it is a great time to GET IN. Their solution helps MATs to produce robust and consistent financial plans whilst enabling them to accurately forecast outturns across their schools.

You should consider yourself an expert of school-based finance software systems, and be comfortable with investigating & logging faults and queries via the company’s CRM system. You will be an energetic person who is motivated to ensure customers have the best experience when contacting the support team.

Key Responsibilities:

  • Ensure customer satisfaction by providing first class customer care.
  • Accurate logging of customer queries to the helpdesk system and for providing first line support.
  • Log and investigate software faults, provide replication details.
  • Give general advice where appropriate ensuring customers are using the software effectively.
  • Perform changes to customer implementations.

AAT part or full qualified applicants are very desirable, however expert knowledge of school finance systems is equally desirable.

In return the company offer a competitive package, flexible working, and fantastic progression opportunities within a business that will become the default provider of choice for Financial Management tools to the MAT Sector.

Job summary




South West, Peterborough or WFH


up to £30K

Contract type:


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