Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support clients with onboarding and implementation of finance automation tools.
- Company: Join a fast-scaling fintech SaaS company revolutionising finance operations.
- Benefits: Enjoy a hybrid work model and unique remote options during August.
- Why this job: Be part of an ambitious team, solving complex problems in a dynamic environment.
- Qualifications: STEM degree and 3+ years in a customer-facing SaaS role required.
- Other info: Work with high-value enterprise customers and contribute to building scalable processes.
The predicted salary is between 39000 - 65000 £ per year.
Social network you want to login/join with:
Customer Success manager – Finance Automation SaaS – London, London
col-narrow-left
Client:
Sourcific Talent
Location:
London, United Kingdom
Job Category:
Other
–
EU work permit required:
Yes
col-narrow-right
Job Reference:
61910f0daec3
Job Views:
8
Posted:
18.07.2025
Expiry Date:
01.09.2025
col-wide
Job Description:
Job Title: Customer Success Manager
Location: London (Hybrid 4 days per week in-office, Fridays remote)
Salary: Up to £65,000 per annum
Company Overview
We are working with a fast-scaling fintech SaaS company that provides intelligent automation for finance operations. Their platform integrates with leading ERP systems and helps enterprise and mid-market clients streamline accounts receivable, payments, reconciliation, and workflow management. Backed by strong investors and with growing traction in the UK and US markets, the business is now expanding its post-sales function to deliver best-in-class customer experience.
Role Summary
This role is perfect for a logical, process-driven individual who thrives on solving complex problems in high-growth environments. As Customer Success Manager, you\’ll support clients through onboarding, implementation, and ongoing adoption. You will work with finance and operations teams using ERPs such as NetSuite, SAP, and Dynamics, helping them extract full value from the platforms features and automation tools. The role is hands-on and ideal for someone looking to join an ambitious, early-stage team where structure is being built as the company scales.
Key Responsibilities
- Manage onboarding and implementation for clients integrating with ERP platforms
- Act as a product expert, advising clients on automation for receivables, cash flow, reconciliation, and payment operations
- Analyse client workflows and apply logical thinking to deliver tailored solutions
- Build strong customer relationships through regular check-ins, training, and performance reviews
- Monitor client health metrics and proactively address risks to adoption or renewal
- Collaborate with internal teams (product, engineering, support) to advocate for customer needs
- Contribute to building scalable CS playbooks, best practices, and internal documentation
Ideal Candidate Profile
Experience & Expertise
- STEM degree from a Russell Group university (e.g. Mathematics, Computer Science, Engineering, AI)
- 3+ years in a customer-facing SaaS role, preferably within fintech or financial automation
- Exposure to ERP systems (NetSuite, SAP, Microsoft Dynamics) either through prior employers or customer base
- Strong understanding of finance-related workflows such as AR, AP, invoicing, or reconciliation
- Experience working for or with fintech platforms that integrate with ERPs
Skills & Attributes
- Highly logical, analytical thinker with strong problem-solving skills
- Excellent communicator clear, concise, and confident when dealing with technical and non-technical stakeholders
- Proactive, self-motivated, and adaptable to changing priorities
- Comfortable working in a structured, high-performance office culture
- Based in the UK with full right to work
What You\’ll Get
- Up to £65,000 base salary
- Hybrid work model: 4 days in-office (London), Fridays remote
- Unique benefit: option to work remotely from anywhere in the world during August
- Key role in scaling Customer Success operations from the ground up
- Exposure to high-value enterprise customers and ERP integrations
- Intellectually stimulating product and environment, ideal for logical thinkers
- Long-term growth opportunity as part of a high-calibre team
#J-18808-Ljbffr
Customer Success manager - Finance Automation SaaS - London employer: Sourcific Talent
Contact Detail:
Sourcific Talent Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Success manager - Finance Automation SaaS - London
✨Tip Number 1
Familiarise yourself with the specific ERP systems mentioned in the job description, such as NetSuite, SAP, and Microsoft Dynamics. Understanding these platforms will not only help you during interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the fintech and SaaS industries, especially those who have experience in customer success roles. Engaging with them can provide valuable insights and potentially lead to referrals that could strengthen your application.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client relationships and resolved complex issues in previous roles. Tailoring your experiences to align with the responsibilities outlined in the job description will make you stand out.
✨Tip Number 4
Stay updated on the latest trends in finance automation and customer success strategies. Being knowledgeable about industry developments will not only impress interviewers but also show that you're proactive and passionate about the field.
We think you need these skills to ace Customer Success manager - Finance Automation SaaS - London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in customer success and SaaS, particularly in fintech or financial automation. Emphasise your familiarity with ERP systems like NetSuite, SAP, or Dynamics.
Craft a Compelling Cover Letter: Write a cover letter that showcases your problem-solving skills and logical thinking. Mention specific examples of how you've successfully managed client relationships and implemented solutions in previous roles.
Highlight Relevant Skills: In your application, clearly outline your analytical and communication skills. Provide examples of how you've effectively communicated with both technical and non-technical stakeholders in past positions.
Show Enthusiasm for the Role: Express your excitement about the opportunity to work in a fast-scaling fintech environment. Mention your interest in contributing to building scalable Customer Success operations and your adaptability to changing priorities.
How to prepare for a job interview at Sourcific Talent
✨Showcase Your Problem-Solving Skills
As a Customer Success Manager, you'll need to demonstrate your ability to solve complex problems. Prepare examples from your past experiences where you successfully navigated challenges, particularly in customer-facing roles or with ERP systems.
✨Understand the Product Inside Out
Familiarise yourself with the company's finance automation platform and its integration with ERP systems like NetSuite and SAP. Being able to discuss specific features and how they benefit clients will show your genuine interest and expertise.
✨Highlight Your Communication Skills
Effective communication is key in this role. Be ready to discuss how you've successfully communicated with both technical and non-technical stakeholders in previous positions. Use clear and concise language during the interview to reflect this skill.
✨Demonstrate Your Adaptability
The company is in a high-growth phase, so showcasing your adaptability to changing priorities is crucial. Share examples of how you've thrived in dynamic environments and contributed to building processes or structures in previous roles.
