Customer Success - AI - SaaS - £100K+

Oliver Bernard; Greater London; On-site; GBP 65,000 - 90,000; Full time

Job summary

Oliver Bernard is seeking an experienced customer success professional for a fast-growing AI-finance company. You will own customers from go-live, ensuring real value and ongoing growth across the lifecycle.

With hands-on ERP experience (NetSuite, Sage Intacct) and strong accounting knowledge, you will drive adoption around month-end close, build success plans, and collaborate with Product and Engineering to address customer needs.

Qualifications

• Experience in accounting, audit, finance consulting or ERP implementation.
• Breadth across order-to-cash and procure-to-pay, not limited to one area.
• Ability to translate accounting requirements into system configuration.

Responsibilities

• Own customers from go-live onwards, ensuring value and growth.
• Manage key relationships, success plans and regular check-ins.
• Drive adoption, especially around month-end close; spot upsell/cross-sell opportunities.
• Act as escalation point for top-tier accounts.
• Build the support playbook: SOPs, a help centre and processes.
• Feed customer needs to Product and Engineering.

Skills

Accounting & finance

ERP experience

Order-to-Cash / Procure-to-Pay

Excel skills

SQL (plus)

Professional services

Education

ACA/ACCA/CIMA/CPA

Tools

NetSuite

Sage Intacct

Job description

We're working with one of the fastest-growing AI companies in finance.

They’re building an AI-native ERP that automates accounting from data entry to close, and they’re backed by nine-figure funding from top-tier VCs.

Customers range from scale-ups to listed companies.

The role

• You’ll own customers from go-live onwards, making sure they get real value and keep growing.
• Own key customer relationships, success plans and regular check-ins
• Drive adoption, especially around month-end close, and spot upsell and cross-sell opportunities
• Act as the escalation point for top-tier accounts
• Build the support playbook: SOPs, a help centre and processes
• Feed customer needs straight into Product and Engineering

You’ll bring

• Great experience of accounting, audit, finance consulting or ERP, ideally including time in practice or in-house
• Breadth across order-to-cash and procure-to-pay, not just one area
• Hands-on ERP experience (NetSuite, Sage Intacct or similar)
• The ability to turn accounting requirements into system configuration
• Strong Excel skills, a technical mindset (SQL is a plus) and the confidence to tell a CFO "that’s out of scope"
• ACA, ACCA, CIMA or CPA, and experience in implementation or professional services.