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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 forefront of finance innovation.
- Benefits: Competitive salary, career growth, and the chance to work with top finance leaders.
- Other info: Exciting opportunity to grow in a dynamic environment focused on finance and technology.
- Why this job: Make a meaningful impact in finance while leveraging your tech skills.
- Qualifications: 3+ years in finance, advanced Excel skills, and strong communication with senior leaders.
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 a lead 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 what strategies you've used to build long-term relationships with senior finance leaders.
✨Tip Number 3
Showcase your experience with EPM tools! Make sure you can talk confidently about your end-to-end implementation experiences and how you've integrated data across various systems. This will set you apart from other candidates.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our platform.
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 your 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 applications better 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 and FP&A knowledge before the interview. Be ready to discuss key concepts like P&L, cash flow, and budgeting. This will show that you understand the core of what the role entails and can speak the language of CFOs and VPs.
✨Excel Like a Pro
Since advanced Excel skills are crucial for this position, make sure you can confidently demonstrate your expertise. Prepare to discuss specific examples where you've used formulas, VLOOKUP, or Pivot Tables to solve problems or improve processes in previous roles.
✨Build Rapport with Real Examples
During the interview, share stories that highlight your experience in building long-term relationships with clients. Use specific examples of how you've guided customers through implementations or optimised their workflows to illustrate your ability to connect with senior finance leaders.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's EPM practice and how they support their clients. This not only shows your interest in the role but also gives you a chance to demonstrate your understanding of the challenges finance teams face and how you can help them succeed.