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Customer Success manager - Finance Automation SaaS - London, London

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Client:

Sourcific Talent

Location:

London, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

61910f0daec3

Job Views:

8

Posted:

18.07.2025

Expiry Date:

01.09.2025

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Job Description:

Job Title: Customer Success Manager
Location: London (Hybrid 4 days per week in-office, Fridays remote)
Salary: Up to £65,000 per annum

Company Overview

We are working with a fast-scaling fintech SaaS company that provides intelligent automation for finance operations. Their platform integrates with leading ERP systems and helps enterprise and mid-market clients streamline accounts receivable, payments, reconciliation, and workflow management. Backed by strong investors and with growing traction in the UK and US markets, the business is now expanding its post-sales function to deliver best-in-class customer experience.

Role Summary

This role is perfect for a logical, process-driven individual who thrives on solving complex problems in high-growth environments. As Customer Success Manager, you'll support clients through onboarding, implementation, and ongoing adoption. You will work with finance and operations teams using ERPs such as NetSuite, SAP, and Dynamics, helping them extract full value from the platforms features and automation tools. The role is hands-on and ideal for someone looking to join an ambitious, early-stage team where structure is being built as the company scales.

Key Responsibilities

• Manage onboarding and implementation for clients integrating with ERP platforms
• Act as a product expert, advising clients on automation for receivables, cash flow, reconciliation, and payment operations
• Analyse client workflows and apply logical thinking to deliver tailored solutions
• Build strong customer relationships through regular check-ins, training, and performance reviews
• Monitor client health metrics and proactively address risks to adoption or renewal
• Collaborate with internal teams (product, engineering, support) to advocate for customer needs
• Contribute to building scalable CS playbooks, best practices, and internal documentation

Ideal Candidate Profile

Experience & Expertise

• STEM degree from a Russell Group university (e.g. Mathematics, Computer Science, Engineering, AI)
• 3+ years in a customer-facing SaaS role, preferably within fintech or financial automation
• Exposure to ERP systems (NetSuite, SAP, Microsoft Dynamics) either through prior employers or customer base
• Strong understanding of finance-related workflows such as AR, AP, invoicing, or reconciliation
• Experience working for or with fintech platforms that integrate with ERPs

Skills & Attributes

• Highly logical, analytical thinker with strong problem-solving skills
• Excellent communicator clear, concise, and confident when dealing with technical and non-technical stakeholders
• Proactive, self-motivated, and adaptable to changing priorities
• Comfortable working in a structured, high-performance office culture
• Based in the UK with full right to work

What You'll Get

• Up to £65,000 base salary
• Hybrid work model: 4 days in-office (London), Fridays remote
• Unique benefit: option to work remotely from anywhere in the world during August
• Key role in scaling Customer Success operations from the ground up
• Exposure to high-value enterprise customers and ERP integrations
• Intellectually stimulating product and environment, ideal for logical thinkers
• Long-term growth opportunity as part of a high-calibre team