Customer Success Manager

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

Job summary

A leading recruitment firm in the UK seeks a Customer Success Manager to support clients with financial reporting solutions. The ideal candidate will have over 3 years of experience in finance or FP&A, strong Excel skills, and the ability to communicate effectively with senior finance leaders. Join a fast-growing company and advance your career at the intersection of finance and technology.

Qualifications

• 3+ years of experience in finance or FP&A.
• Strong understanding of corporate finance processes.
• Confident communicator with senior finance leaders.

Responsibilities

• Deliver real-time reporting solutions across various systems.
• Help clients integrate and analyze data in Excel.
• Build long-term relationships with customers.

Skills

Finance knowledge

Excel proficiency

Communication skills

EPM implementation experience

Education

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

Job description

Overview

Customer Success Manager - FP&A at Codex Recruitment - Anaplan's Recognised Talent Provider

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

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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Open roles

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• Customer Success Manager (London/UK-Based)


• Customer Success Manager (Technical), UK

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