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- Tasks: Help finance teams maximise their tools and processes for real-time reporting.
- Company: Join a fast-growing tech company at the intersection of finance and technology.
- Benefits: Competitive salary, career growth, and the chance to work with top finance leaders.
- Why this job: Make a meaningful impact while developing your skills in a dynamic environment.
- Qualifications: 3+ years in finance, advanced Excel skills, and experience with EPM implementations.
- Other info: Exciting opportunity to build long-term relationships with senior finance professionals.
The predicted salary is between 36000 - 60000 £ per year.
Get AI-powered advice on this job and more exclusive features.Direct message the job poster from CodexPrincipal Consultant at Codex Recruitment – Anaplan\’s Recognised Talent Provider Customer Success Manager – FP&AAre 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 systemsHelp clients integrate and analyze data seamlessly within ExcelRecommend process improvements to optimize workflows and outcomesBuild long-term strategic relationships with customers and support their financial reporting needsWhat we\’re looking for:Over 3+ years of experience in finance or FP&AStrong 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 fieldThis 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 levelEmployment type: Full-timeJob function: ConsultingIndustries: IT Services and IT ConsultingReferrals increase your chances of interviewing at Codex by 2xWe\’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Customer Success Manager employer: Codex
Contact Detail:
Codex Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Success Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and tech sectors. Attend industry events or webinars where you can meet potential employers or colleagues. Remember, it’s all about who you know!
✨Tip Number 2
Show off your skills! Create a portfolio or case studies showcasing your past successes in finance and customer success. This will give you an edge when chatting with hiring managers and demonstrate your expertise.
✨Tip Number 3
Prepare for those interviews! Research the company and its products thoroughly. Be ready to discuss how your experience aligns with their needs, especially in EPM implementation and financial reporting.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you. Plus, it shows you’re genuinely interested in joining our team at StudySmarter.
We think you need these skills to ace Customer Success Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Customer Success Manager. Highlight your experience in finance and FP&A, and don’t forget to showcase those advanced Excel skills. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about finance and technology, and how your background makes you the perfect fit for this role. Let’s see your personality come through!
Showcase Your Communication Skills: As a Customer Success Manager, you’ll be chatting with senior finance leaders. Make sure your application reflects your confident communication style. Whether it’s in your CV or cover letter, we want to feel your enthusiasm and professionalism!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Codex
✨Know Your Numbers
Brush up on your finance knowledge, especially around P&L, cash flow, and budgeting. Be ready to discuss how you've used these concepts in past roles, as this will show your understanding of corporate finance processes.
✨Excel Like a Pro
Make sure you're comfortable with advanced Excel functions like VLOOKUP, Pivot Tables, and Power Query. You might be asked to demonstrate your skills or solve a problem on the spot, so practice beforehand!
✨Build Rapport with Confidence
As a Customer Success Manager, you'll be communicating with senior finance leaders. Practice articulating your thoughts clearly and confidently. Think about how you can establish trust and build long-term relationships during the interview.
✨Showcase Your EPM Experience
Be prepared to discuss your end-to-end EPM implementation experience. Highlight specific projects where you’ve successfully guided clients through the process, and be ready to share the impact your work had on their financial reporting needs.
