Eque2 is the UK’s leading provider of construction‑focused SaaS financial and operational solutions. Our enterprise customers rely on EVision, our Microsoft Dynamics 365 Business Central–based construction finance platform to run complex commercial, subcontract, payroll, procurement, and project processes.

As we strengthen our technical success model and deepen long‑term partnerships with customers, we are recruiting a Technical Customer Success Manager (TCSM). This role is crafted specifically for construction‑focused SaaS platforms, combining technical expertise, product understanding, and customer success leadership.

The role is perfect for someone who thrives in Construction Tech environments, understands the complexities of construction finance and ERP workflows, and can translate technical capability into customer value.

Role Overview

As a Technical CSM, you act as the primary technical relationship owner for customers using our Enterprise level products. You will work with customers stakeholders such as the CFOs, CTOs, IT teams, system administrators, super‑users, and commercial leads to ensure they achieve maximum value through optimal configuration, healthy usage, and continuous platform adoption.

You will sit at the intersection of Customer Experience, Product, Support, Professional Services, and Technical Development, ensuring our customers understand the platform, resolve technical challenges, adopt features appropriately, and align their technical roadmap with EVision’s product direction.

Key Responsibilities

Technical Product Expertise & Customer Enablement

• Act as the trusted technical advisor for customers using EVision or other construction‑focused Business Central solutions.

• Build a clear understanding of each customer’s construction‑specific workflows, subcontract management structures, integrations, and reporting requirements.

• Support system admins and technical teams with best‑practice configuration aligned to construction industry processes.

• Deliver expert technical enablement, health checks, and usage optimisation sessions.

Advanced Troubleshooting & Issue Resolution

• Partner with Support and Technical Development to diagnose complex EVision or ERP‑related issues.

• Analyse logs, telemetry, defect trends, and error patterns to drive root cause identification.

• Provide clear, concise explanations suitable for both IT specialists and non‑technical commercial/finance stakeholders.

• Ensure escalations are managed effectively with transparent communication.

Implementation, Upgrades & Integration Support

• Collaborate with Professional Services on construction ERP implementations, upgrades, integrations, and data migrations.

• Validate system environments pre‑ and post‑upgrade to ensure construction‑specific modules function correctly.

• Support sandbox and UAT cycles, release readiness, and customer‑side configuration assurance.

Proactive Technical Governance & Construction Industry Adoption

• Lead structured technical governance sessions including:

• Platform health and usage reviews

• Construction workflow optimisation audits

• Release readiness and roadmap alignment

• Analyse system utilisation to identify gaps in adoption across finance, commercial, subcontract, and project teams.

• Recommend enhancements to configuration, workflow design, data structures, integrations, and reporting.

Cross‑Functional Partnership

• Represent customer technical requirements to Product and Development teams, especially where construction‑specific functionality is concerned.

• Feed technical insights into the customer roadmap including risks, dependencies, and future‑state construction capability needs.

• Partner with Account Management to ensure technical health informs expansion planning.

Customer Success Tooling & Data Discipline

• Use Eque2’s Customer Success stack to monitor platform health, construction‑focused usage patterns, risks, and optimisation opportunities.

• Maintain accurate, disciplined data management for forecasting, risk identification, and proactive customer engagement.

Skills, Experience & Capabilities

Essential

• Experience in a technical, customer‑facing role within SaaS, ERP, or Construction Tech (Technical CSM, Solutions Consultant, Implementation Specialist, etc.).

• Strong familiarity with Microsoft Dynamics 365 Business Central or comparable ERP systems.

• Confident communicating complex technical concepts to both IT teams and senior non‑technical stakeholders.

• Strong analytical mindset with the ability to interpret usage data and identify optimisation opportunities.

• Cross‑functional experience collaborating across Commercial, Technical Support, Product, Professional Services, and Technical Development.

• Highly organised with a structured approach to technical governance.

Desirable

• Experience with construction‑specific ERP or financial platforms.

• Understanding of construction industry processes such as subcontract management, cost value reconciliation, procurement, and project financials.

• Familiarity with multi‑phase enterprise system rollouts.

• Understanding of telemetry, health scoring, and adoption analytics.

• Exposure to integration middleware or construction ecosystem integrations.

Eque2 is committed to equality of opportunity. We welcome applications from all suitably qualified persons regardless of background.