Customer Success Manager
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Job Level
JuniorMid-Level
About the role
- Support regional and group commercial teams with document preparation, presentation creation, and solution documentation aligned to client needs.
- Capture, collate and translate customer requirements into proposal content and/or Statement of Works (SoWs), including pricing for simple solutions; work with lead specialists on complex solutions.
- Develop customer-facing proposal content, pitch decks, and solution overviews using standardised templates and input from sales and pre-sales colleagues.
- Liaise with internal stakeholders (sales, pre-sales product, finance, and delivery) to ensure documentation accuracy and alignment.
- Liaise with internal and external stakeholders (product specialists, internal teams, customers, partners) to source requirements and pricing information.
- Support opportunity qualification by preparing background research and consolidating deal-specific content.
- Track and report on deal support activity using internal tools and CRM systems.
- Maintain and update a library of pre-sales assets, including case studies, presentations, and technical documentation.
- Act as the de-facto demonstration specialist for the UK region: demonstrate across Sabio’s vendor and partner ecosystem, build use-case-focused demos, demo scripts and value points, and enable demos for the wider pre-sales team.
- Report to Head of UK Pre Sales and collaborate with commercial and delivery teams to enhance bid quality, accuracy, and consistency.
Requirements
- Solid understanding of business operations and commercial processes.
- Strong written communication (documents) and visual storytelling skills (slides).
- Design abilities to produce solutions designs (technical diagrams).
- Detail-oriented with the ability to consolidate information from multiple sources.
- Comfortable working to tight timelines and coordinating across functions.
- Numerical skills underpinning an ability to work on pricing models.
- Previous exposure advantageous: B2B technology, SaaS, or services businesses.
- Previous exposure advantageous: Customer Experience / Contact Centre / Artificial Intelligence / Data.
- Using AI tools as part of day-to-day role.
- Working in a commercial / pre-sales function.
- Ability to engage an audience and illustrate value points through innovative demonstrations.
- Technologies: Microsoft Office (PowerPoint, Word, Excel); Microsoft Teams; Microsoft Visio or similar diagram tools; CRM tools (Salesforce, HubSpot or similar); Project management tools (Asana, Monday.com or similar).
- Qualifications: Bachelor’s degree in Business, Technical, IT, or related field (or equivalent experience).
- Certifications: Any exposure to technical design roles, pre-sales environments or sales enablement is beneficial.
- All applicants must have the right to work in the territory to which the role relates (UK & EU). Sabio Group are unable to offer sponsorship on any roles advertised.
