We're recruiting on behalf of a rapidly growing SaaS company transforming how finance teams plan, forecast, and report. Their award-winning platform integrates directly with Excel, helping CFOs and FP&A (Financial Planning & Analysis) teams automate manual processes, unlock data insights, and make faster strategic decisions.
If you're passionate about finance, technology, and building strong client relationships , this is your chance to join a high-growth business making waves in the FP&A world.
What You'll Be Doing
- Act as a trusted advisor to CFOs and FP&A leaders, guiding them through onboarding and adoption.
- Optimise client workflows - analyse financial models and recommend smarter ways of working.
- Build long-term relationships, ensuring renewals and identifying upsell opportunities.
- Work with forward-thinking finance teams at leading North American companies.
- This is a strategic role—closer to consultancy than support.
- Managing an existing portfolio of 10 to 20 accounts.
What We're Looking For
- ESSENTIAL - Minimum 2+ years in a Customer Success role (ideally SaaS/finance-related).
- ESSENTIAL - Finance or accounting background - either through your career or education i.e. you speak the language of senior finance leaders.
- ESSENTIAL - Advanced Excel skills (PivotTables, Power Query, complex modeling).
- Excellent communication & relationship-building skills.
- Comfortable with senior stakeholder engagement & commercial conversations.
What's in it for You?
- Fully remote (UK-based) with flexible working hours.
- Competitive base salary + bonus potential. Minimum 60,000 GBP
- Private medical & dental insurance.
- 20 days annual leave + extra sick leave.
- Work with innovative tech reshaping financial planning globally.
- Fast career growth in a high-impact role.
NB If not right for you then please pass onto someone relevent in your network and help them advance in their career.
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