Customer Solutions Specialist

Salary & Location

£40,000 – £60,000 per annum, dependent on experience (Leeds – Office Based)

Benefits

• 30 days holiday (increasing by one day per year of service, up to 35), plus bank holidays and a work anniversary day off
• Wellbeing support, bright exchange discounts, free onsite parking, regular team socials

Role Overview

Are you someone who loves solving problems, shaping solutions, and working directly with customers to bring their ideas to life? If you thrive at the intersection of technology, process design, and customer delivery, this role offers the perfect blend. This hands‑on, customer‑facing position bridges customer needs and our platform’s technical capabilities, working closely with Sales, Product, and Development teams to shape solutions, design workflows, and ensure customers achieve measurable value from the platform.

Responsibilities

• Work with the sales team to understand customer requirements and help shape tailored solutions
• Join customer calls to understand their processes and identify opportunities for automation
• Map out logical, scalable workflows that reflect how each customer operates
• Configure customer workflows using APIs, integrations, and automation tools, converting unstructured inputs
• Lead customers through structured onboarding plans, managing timelines and expectations
• Test and validate each workflow to ensure a smooth go‑live
• Act as a trusted advisor, helping customers refine and optimise workflows after launch
• Encourage adoption by identifying opportunities to enhance or expand customer usage
• Support customers in achieving measurable value and clear ROI
• Collaborate with Product and Development teams to share customer insights and influence future improvements
• Provide feedback on integration needs, workflow enhancements, and onboarding processes
• Contribute to the ongoing development of delivery frameworks and best‑practice approaches

Qualifications & Experience

• Strong understanding of APIs, integrations, and data flows
• Experience with SaaS platforms such as CRM, FSM, or automation tools
• Ability to design logical workflows and translate business processes into technical solutions
• Exceptional communication skills with the ability to explain technical concepts clearly
• Customer‑facing experience with the ability to manage multiple stakeholder relationships
• A structured, detail‑driven approach with strong problem‑solving skills
• Experience with Field Service Management (FSM) software, such as Joblogic or Simpro
• Experience with tools such as HubSpot, Salesforce, Zapier
• Exposure to field service, facilities management or service‑based industries/systems
• Background in pre‑sales, implementation, or customer success engineering
• Commercial awareness and confidence in sales‑led conversations
• Experience delivering fast‑paced onboarding or implementation projects

We are committed to equal opportunity employment and welcome applications from all suitably qualified applicants.

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