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- Tasks: Manage customer relationships and ensure their success with our cloud-based finance platform.
- Company: Join a company redefining finance as the Operating System for Modern Finance.
- Benefits: Enjoy competitive salary, excellent medical plan, vacation time, and professional development opportunities.
- Why this job: Be a key player in helping customers achieve their goals while fostering strong relationships.
- Qualifications: 5+ years of experience in Customer Success or Account Management is essential.
- Other info: Hybrid working model with up to 50% travel required.
The predicted salary is between 36000 - 60000 ÂŁ per year.
Customer Success Manager – CPM
Hybrid working – London + Client visits
Competitive salary based on experience
Summary
My Client are redefining the future of finance with the goal of becoming the Operating System for Modern Finance. Their unified, cloud-based Corporate Performance Management (CPM) platform empowers organizations to optimize processes, make data-driven decisions, and achieve unparalleled operational excellence.
As a Customer Success Manager (CSM), you will play an Integral role in their mission to ensure every customer achieves their goals and becomes a referenceable success, you will oversee a portfolio of customers guiding them through their entire journey—from initial onboarding to sustained engagement, retention, and growth.
In this role, the CSM will act as the primary advocate for your customers, understanding their unique business objectives and helping them realize maximum value from their investment. You will build deep relationships with key stakeholders, proactively address their needs, and deliver tailored solutions to drive customer satisfaction and success. The CSM will collaborate with the sales team to identify upselling and cross-selling opportunities, helping customers unlock the full value of their product capabilities. By fostering trust and delivering results, you’ll drive customer adoption and support their long-term goals. This role requires a customer-centric mindset, strong communication and problem-solving skills, and a proven ability to manage complex customer relationships. Prior experience in Customer Success, Account Management, or a related field is essential.
Primary Duties and Responsibilities
Managing your portfolio of customers
• Partner with sales to complete a comprehensive sales transition process.
• Operate as a business partner to your customer and their delivery team by knowing their strategy and plan.
• Primary ownership and accountability for driving your customer’s adoption, expansion, satisfaction, and renewal.
• Understand customer’s contractual agreements (Cloud/SaaS, Term, etc.)
• Manage and execute the customer’s onboarding process.
• Develop strong working relationships with your customers and their delivery team.
• Establish and execute cadence-based “Business Review” meetings with your customer.
• Identify and mitigate risks that threaten your customer’s satisfaction, growth, or renewal.
• Align with Customer Success leadership on regional metrics.
• Develop and grow your knowledge of the CPM Platform and MarketPlace Solutions and share that knowledge with customers.
• Promote awareness of Regional Communities and customer educational events.
• Keep management informed of progress and obstacles on your portfolio of customers.
Customer Advocacy
• Learn and understand what customers value in their partnership with the company.
• Actively listen to customers and help them understand how they can get the most value from their investment in the CPM tool.
• Champion your customer’s requests by collaborating with the Customer, their delivery team and various departments (Customer Support, Cloud, Technical SME’s, Product Mgmt. etc.).
• When necessary, be the respectful challenger to set and manage your customer’s expectations.
Required Education and Experience
• A minimum of 5 years of professional experience.
• At least 3 years of experience in Customer Success, Account Management, or a related field building and managing customer relationships.
• Proven experience in keeping customers focused on their desired business outcomes throughout their initiatives.
• Conceptual understanding of the following finance processes: Financial Close, Planning, Budgeting, Forecasting, Management Reporting.
Preferred Education and Experience
• Degree in Business, Accounting, Finance, Information Technology or related field.
• Experience as a Customer Success Manager within a SaaS or Technology related company.
• Customer and account management experience.
• Management consulting/technology consulting experience.
• Corporate Performance Management (CPM) or Enterprise Performance Management (EPM) experience (either as a CSM, a consultant or a corporate employee).
• Prior experience with any of the following CPM/EPM Software products:
- OneStream
- Oracle’s EPM suite (HFM, FCCS, PBCS, Planning, Essbase, FDM, etc.)
- SAP BPC (Outlooksoft), SAP BOFC (Cartesis)
- Tagetik
- Workday Adaptive Planning
- IBM Cognos
- Anaplan
- Or other CPM solutions.
Knowledge, Skills, and Abilities
• A team player with a bias towards action.
• Excellent interpersonal and communication skills.
• Professional verbal and written communication skills.
• Professional relationship building skills.
• Strong ability to problem-solve in a collaborative environment.
• Strong organizational and planning skills.
• Highly self-motivated and directed.
• Keen attention to detail.
• Proven analytical, evaluative, and problem-solving abilities.
• Exceptional customer service orientation.
• Ability to operate in a demanding environment managing simultaneous priorities.
Travel
Travel Requirement: Must be willing and able to travel up to 50% (travel requirements will vary by customer).
Benefits
• Excellent Medical Plan
• Dental & Vision Insurance
• Life Insurance
• Short & Long Term Disability
• Vacation Time
• Paid Holidays
• Professional Development
• Retirement Plan
- All candidates must be legally authorized to work for any company in the country where this position is located without sponsorship.
Customer Success Manager - CPM employer: SystemsAccountants
Contact Detail:
SystemsAccountants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Success Manager - CPM
✨Tip Number 1
Familiarize yourself with the Corporate Performance Management (CPM) landscape. Understanding the key players and trends in this space will help you speak confidently about the industry during your interactions with potential employers.
✨Tip Number 2
Network with professionals in Customer Success and CPM roles. Attend industry events or webinars to connect with others in the field, as personal referrals can significantly boost your chances of landing an interview.
✨Tip Number 3
Demonstrate your customer-centric mindset by sharing specific examples from your past experiences where you successfully managed complex customer relationships and drove satisfaction. This will showcase your fit for the role.
✨Tip Number 4
Research the company’s values and mission. Tailoring your conversations to align with their goals will show that you are genuinely interested in contributing to their success as a Customer Success Manager.
We think you need these skills to ace Customer Success Manager - CPM
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Customer Success Manager. Familiarize yourself with the key duties such as managing customer portfolios, driving adoption, and building relationships.
Tailor Your CV: Customize your CV to highlight relevant experience in Customer Success or Account Management. Emphasize your ability to manage complex customer relationships and any specific experience with CPM or EPM software.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for customer success and your understanding of the company's mission. Mention how your skills align with their goals and provide examples of how you've driven customer satisfaction in previous roles.
Highlight Relevant Skills: In your application, emphasize skills such as strong communication, problem-solving, and relationship-building. Make sure to mention any experience with financial processes like budgeting and forecasting, as these are crucial for the role.
How to prepare for a job interview at SystemsAccountants
✨Understand the Customer Success Landscape
Familiarize yourself with the key concepts of Customer Success and how they relate to Corporate Performance Management (CPM). Be prepared to discuss your previous experiences in managing customer relationships and how you helped clients achieve their business objectives.
✨Showcase Your Problem-Solving Skills
Prepare examples of how you've successfully navigated challenges in past roles. Highlight your ability to proactively address customer needs and mitigate risks that could impact satisfaction or growth.
✨Demonstrate Strong Communication Abilities
Since this role requires excellent interpersonal skills, practice articulating your thoughts clearly and confidently. Be ready to discuss how you build relationships with stakeholders and ensure effective communication throughout the customer journey.
✨Research the Company and Its Products
Gain a solid understanding of the company's CPM platform and its unique value proposition. Be prepared to discuss how you can leverage this knowledge to help customers maximize their investment and drive adoption.
