Customer Success Manager

Codex; United Kingdom; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading recruitment firm in the UK is seeking a Customer Success Manager to join their new EPM practice. In this role, you will work closely with senior finance leaders to implement and ensure the adoption of financial tools, driving impactful outcomes for clients. The ideal candidate has over 3 years of experience in finance or FP&A and advanced Excel skills. This is an exciting opportunity in a tech-forward environment that combines finance and technology.

Qualifications

• Over 3+ years of experience in finance or FP&A.
• Strong understanding of P&L, cash flow, budgets, and forecasts.
• Confident communicator with senior finance leaders.

Responsibilities

• Deliver and support real-time reporting solutions.
• Help clients integrate and analyze data seamlessly within Excel.
• Recommend process improvements to optimize workflows.

Skills

Experience in finance or FP&A

Corporate finance processes

Advanced Excel skills

Confident communicator

EPM implementation experience

Education

Bachelor’s degree in finance, accounting, or a related field

Tools

Excel

Anaplan

TM1 / IBM Planning Analytics

Workday Adaptive Planning

Oracle

Job description

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Principal Consultant at Codex Recruitment - Anaplan's Recognised Talent Provider

Customer Success Manager - FP&A

Are you passionate about finance and technology? Do you enjoy helping customers unlock the full potential of their tools and processes?

Codex are looking for a Customer Success Manager to join a new EPM practice, and partner with leading finance professionals. As the go-to advisor for CFOs, VPs, and finance teams, you’ll guide customers through the successful implementation and ongoing adoption - ensuring they get maximum value from our platform. This is a fantastic opportunity to apply your FP&A knowledge in a tech-forward environment while driving meaningful impact for clients.

What you’ll be doing:

• Deliver and support real-time reporting solutions across Excel, ERP, CRM, and HRIS systems
• Help clients integrate and analyze data seamlessly within Excel
• Recommend process improvements to optimize workflows and outcomes
• Build long-term strategic relationships with customers and support their financial reporting needs

What we’re looking for:

Over 3+ years of experience in finance or FP&A

Strong understanding of corporate finance processes (P&L, cash flow, budgets, forecasts)

Advanced Excel skills (formulas, VLOOKUP, Pivot Tables, Power Query, complex models)

Confident communicator with senior finance leaders (CFOs, VPs, Directors)

End-to-end EPM implementation experience (Anaplan, TM1 / IBM Planning Analytics, Pigment, Workday Adaptive Planning, OneStream, Oracle, Planful, Venna, Prophix, Board or Jedox)

Bachelor’s degree in finance, accounting, or a related field

This is your chance to join a fast-growing company, work directly with top finance leaders, and grow your career in the intersection of finance and technology.

Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Consulting
• Industries: IT Services and IT Consulting

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