Customer Success Manager

Sales Talent Agency; United Kingdom; Remote; GBP 60,000 - 80,000; Full time

Job summary

Sales Talent Agency is seeking a Customer Success Manager to join its rapidly growing SaaS client in the finance sector. This fully remote role focuses on guiding CFOs through onboarding and optimizing client workflows, requiring a finance background and advanced Excel skills. Applicants should have excellent communication abilities and experience engaging with senior stakeholders. Competitive salary starting at 60,000 GBP, along with private medical insurance and flexible hours, are offered.

Benefits

Private medical & dental insurance

20 days annual leave + extra sick leave

Flexible working hours

Qualifications

• Minimum 2+ years in a Customer Success role (ideally SaaS/finance-related).
• Advanced Excel skills required.
• Comfortable with senior stakeholder engagement.

Responsibilities

• Act as a trusted advisor to CFOs and FP&A leaders.
• Optimize client workflows - analyze financial models.
• Manage an existing portfolio of 10 to 20 accounts.

Skills

Advanced Excel skills

Excellent communication skills

Relationship-building

Education

Finance or accounting background

Job description

Direct message the job poster from Sales Talent Agency

Recruitment support for Sales, Marketing, Customer Success and PreSales function (i.e. the broad GTM function).- Canada, US, UK and Ireland.

We're recruiting on behalf of a rapidly growing SaaS company transforming how finance teams plan, forecast, and report. Their award-winning platform integrates directly with Excel, helping CFOs and FP&A (Financial Planning & Analysis) teams automate manual processes, unlock data insights, and make faster strategic decisions.

If you're passionate about finance, technology, and building strong client relationships , this is your chance to join a high-growth business making waves in the FP&A world.

What You'll Be Doing

• Act as a trusted advisor to CFOs and FP&A leaders, guiding them through onboarding and adoption.
• Optimise client workflows - analyse financial models and recommend smarter ways of working.
• Build long-term relationships, ensuring renewals and identifying upsell opportunities.
• Work with forward-thinking finance teams at leading North American companies.
• This is a strategic role—closer to consultancy than support.
• Managing an existing portfolio of 10 to 20 accounts.

What We're Looking For

• ESSENTIAL - Minimum 2+ years in a Customer Success role (ideally SaaS/finance-related).
• ESSENTIAL - Finance or accounting background - either through your career or education i.e. you speak the language of senior finance leaders.
• ESSENTIAL - Advanced Excel skills (PivotTables, Power Query, complex modeling).
• Excellent communication & relationship-building skills.
• Comfortable with senior stakeholder engagement & commercial conversations.

What's in it for You?

• Fully remote (UK-based) with flexible working hours.
• Competitive base salary + bonus potential. Minimum 60,000 GBP
• Private medical & dental insurance.
• 20 days annual leave + extra sick leave.
• Work with innovative tech reshaping financial planning globally.
• Fast career growth in a high-impact role.

NB If not right for you then please pass onto someone relevent in your network and help them advance in their career.

Want to stay in the loop? We regularly share our open roles, tips for job seekers, and go-to-market-focused insights on our LinkedIn page. You can follow us here.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Industries

  Software Development, Computer Hardware Manufacturing, and IT Services and IT Consulting

Referrals increase your chances of interviewing at Sales Talent Agency by 2x

Get notified about new Customer Success Manager jobs in United Kingdom.

Senior Customer Success Manager (Remote - UK)

London, England, United Kingdom 1 week ago

Customer Experience Manager - 12 month fixed term contract

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.