ERP Success Lead for AI Finance Platform

Oliver Bernard; Greater London; Hybrid; GBP 75,000 - 110,000; Full time

Job summary

Oliver Bernard is seeking an experienced customer success professional for an AI-native ERP in finance. You will own customers from go-live, ensuring tangible value and ongoing growth across ERP implementations.

You will manage key relationships, drive month-end close adoption, and identify upsell opportunities while feeding requirements back to Product and Engineering. Strong finance ERP experience and SQL skills are valued.

Qualifications

• 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).
• 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.

Responsibilities

• Own customers from go-live onwards, ensuring value and growth.
• Own key customer relationships, success plans and regular check-ins.
• Drive adoption around month-end close and spot upsell/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 into Product and Engineering.

Skills

Accounting knowledge

Excel

SQL

Customer success mindset

Education

ACA/ACCA/CIMA or CPA

Tools

NetSuite

Sage Intacct

Job description

Oliver Bernard is seeking an experienced customer success professional for an AI-native ERP in finance. You will own customers from go-live, ensuring tangible value and ongoing growth across ERP implementations.

You will manage key relationships, drive month-end close adoption, and identify upsell opportunities while feeding requirements back to Product and Engineering. Strong finance ERP experience and SQL skills are valued.