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
Minimum 2+ years in Customer Success role (ideally SaaS/finance-related). Finance or accounting background - either through your career or education i.e. ou speak the language of senior finance leaders. 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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