Find a job 
Featured Companies 
Featured Universities 
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 forefront of finance innovation.
- Benefits: Competitive salary, career growth, and the chance to work with top finance leaders.
- 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.
- Other info: Exciting opportunity to grow in a dynamic environment.
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 the finance and tech sectors. Attend industry events or webinars where you can meet potential employers or colleagues. Remember, sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, especially Codex in this case. Think about how your experience aligns with their needs, particularly in EPM implementation and customer success. Practice common interview questions to boost your confidence.
✨Tip Number 3
Showcase your skills! Create a portfolio or case studies that highlight your achievements in finance and FP&A. Use real examples of how you've helped clients optimise their processes or improve reporting solutions. 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. So, get your application in and let’s make some magic happen together!
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 clarity!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications 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, practice using formulas, VLOOKUP, and Pivot Tables. Prepare to demonstrate your proficiency with real-world examples or even a quick demo if asked. This will highlight your technical capabilities and confidence.
✨Build Rapport with Real Examples
Think of specific instances where you've successfully built relationships with senior finance leaders. Share stories that showcase your ability to guide clients through implementations and support their needs. This personal touch can make you memorable.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's EPM practice and how they support their clients. This shows your genuine interest in the role and helps you assess if it's the right fit for you. Plus, it demonstrates your proactive approach to customer success.