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For Companies At a Glance
- 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 strong communication with senior leaders.
- Other info: Exciting opportunity to drive change and build long-term relationships with clients.
The predicted salary is between 36000 - 60000 £ per year.
Customer Success Manager
Are you passionate about finance and technology? Do you enjoy helping customers unlock the full potential of their tools and processes?
Codex are looking for aCustomer 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 systems
- Help clients integrate and analyse 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!!!!
Email me at oliver.hassall@wearecodex.team
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 finance and tech, and let them know you're on the hunt for a Customer Success Manager role. You never know who might have the inside scoop on an opportunity or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your FP&A knowledge and Excel skills. Be ready to discuss how you've helped clients optimise their workflows and deliver real-time reporting solutions. Show them you’re the go-to advisor they need!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your passion for finance and technology. Check out our website for openings at StudySmarter and tailor your approach to highlight how you can drive meaningful impact for clients.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Mention something specific from your conversation to show you were engaged and are genuinely interested in the role.
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. Share specific examples of how you've helped clients in the past, especially in implementing tools and processes.
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, let us know how you’ve built relationships with CFOs and VPs.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications better and ensures you don’t miss out on any important updates from us. 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 any challenges you faced and how you overcame them.
