As a Customer Success Manager, you will act as a trusted advisor to enterprise finance leaders, owning executive relationships and ensuring Sidetrade's AI solutions deliver measurable business value-from cash acceleration to process optimization-driving renewals, expansion, and long-term partnership. What you'll be doing Own a portfolio of large, complex enterprise customers, engaging at CFO, Finance Director, Shared Services and Transformation Lead level. Act as a strategic O2C and Working Capital advisor, leveraging prior consulting experience to guide customers through business change. Translate AI-driven insights, predictive analytics and automation into clear financial and operational impact (DSO, cash-in, productivity, risk). Lead value-based success plans, defining ROI, KPIs and success metrics aligned to customer business objectives. Facilitate executive business reviews, customer innovation workshops and value realization sessions. Partner closely with Sales on renewals, upsell and expansion, contributing a strong commercial and value-led narrative. Serve as the voice of the customer, influencing Product and AI roadmap discussions based on enterprise use cases. Proactively identify adoption risks and growth opportunities using customer health data and AI insights. What you'll bring 7+ years of experience in a consulting, advisory, or transformation role within Order to Cash, Working Capital, or Finance Transformation. Proven experience working with enterprise clients in complex, multi-stakeholder environments. Strong understanding of O2C processes (Credit, Collections, Cash Application, Dispute Management) and working capital levers. Demonstrated ability to quantify business value and ROI for senior finance stakeholders. Business & consulting skills. Strong business acumen with the ability to connect technology to financial outcomes. Executive-level communication and storytelling skills (written, verbal, and presentation). Comfortable operating as a trusted advisor, challenging customers when needed. Experience managing multiple initiatives simultaneously in a fast-paced environment. Technology & AI mindset. Strong interest in AI, analytics and automation applied to finance processes. Ability to explain AI concepts (predictive scoring, prioritization, automation) in business terms, not technical jargon. Experience working with SaaS, data-driven or AI-enabled platforms preferred. Bachelor's or Master's degree in Finance, Business, Economics or related field. Willingness to travel occasionally to customer sites. Benefits & Location Office based in the heart of London city centre. Hybrid work model - a flexible mix of in-office and remote days. Great culture - active Social Club organizing regular team events and activities. Health & wellness - medical coverage, life insurance, and other wellness programs. Time off - competitive paid holidays plus public holidays. Career growth & compensation - competitive salary, equal opportunities, learning & mentorship programs, and advancement support. We're committed to providing a welcoming and inclusive experience for every candidate.
May 02, 2026
Full time
As a Customer Success Manager, you will act as a trusted advisor to enterprise finance leaders, owning executive relationships and ensuring Sidetrade's AI solutions deliver measurable business value-from cash acceleration to process optimization-driving renewals, expansion, and long-term partnership. What you'll be doing Own a portfolio of large, complex enterprise customers, engaging at CFO, Finance Director, Shared Services and Transformation Lead level. Act as a strategic O2C and Working Capital advisor, leveraging prior consulting experience to guide customers through business change. Translate AI-driven insights, predictive analytics and automation into clear financial and operational impact (DSO, cash-in, productivity, risk). Lead value-based success plans, defining ROI, KPIs and success metrics aligned to customer business objectives. Facilitate executive business reviews, customer innovation workshops and value realization sessions. Partner closely with Sales on renewals, upsell and expansion, contributing a strong commercial and value-led narrative. Serve as the voice of the customer, influencing Product and AI roadmap discussions based on enterprise use cases. Proactively identify adoption risks and growth opportunities using customer health data and AI insights. What you'll bring 7+ years of experience in a consulting, advisory, or transformation role within Order to Cash, Working Capital, or Finance Transformation. Proven experience working with enterprise clients in complex, multi-stakeholder environments. Strong understanding of O2C processes (Credit, Collections, Cash Application, Dispute Management) and working capital levers. Demonstrated ability to quantify business value and ROI for senior finance stakeholders. Business & consulting skills. Strong business acumen with the ability to connect technology to financial outcomes. Executive-level communication and storytelling skills (written, verbal, and presentation). Comfortable operating as a trusted advisor, challenging customers when needed. Experience managing multiple initiatives simultaneously in a fast-paced environment. Technology & AI mindset. Strong interest in AI, analytics and automation applied to finance processes. Ability to explain AI concepts (predictive scoring, prioritization, automation) in business terms, not technical jargon. Experience working with SaaS, data-driven or AI-enabled platforms preferred. Bachelor's or Master's degree in Finance, Business, Economics or related field. Willingness to travel occasionally to customer sites. Benefits & Location Office based in the heart of London city centre. Hybrid work model - a flexible mix of in-office and remote days. Great culture - active Social Club organizing regular team events and activities. Health & wellness - medical coverage, life insurance, and other wellness programs. Time off - competitive paid holidays plus public holidays. Career growth & compensation - competitive salary, equal opportunities, learning & mentorship programs, and advancement support. We're committed to providing a welcoming and inclusive experience for every candidate.
About Zip Here at Zip, we're reimagining how modern businesses function in the age of AI. The simple task of buying software, services, or tools at work has become hopelessly complicated at even the most innovative companies in the world. Today, enterprises spend $120T+ per year globally (>30 times larger than annual consumer e-commerce spend) and rely on vendors more than ever before to run their businesses. Our co-founders started Zip in 2020 to address this seemingly universal problem with a purpose-built procurement platform that provides a simple, consumer-grade user experience. Within the last 5 years, Zip has created a new category and developed the leading solution in this $50B+ TAM space. Today, the world's leading companies like OpenAI, Snowflake, Anthropic, Coinbase, and JPMorgan Chase rely on Zip to manage billions of dollars in spend. We have a world-class team coming from category-defining companies like Airbnb, Meta, Stripe, Salesforce, Apple, and Google. With a $2.2 billion valuation and $370 million in funding from Y Combinator, Tiger Global, BOND, DST Global, and CRV, we're focused on developing cutting-edge technology, expanding into new global markets, and-above all-driving incredible value for our customers. Join us! Your Role We're looking for a Customer Success Manager (equivalent to a technical account manager) to manage our rapidly growing enterprise customer base across all industries. As a Sr. CSM, you'll work closely with sales, implementation, engineering and product while also working with a variety of customer stakeholders. You will advise customers on how to transform the way they manage B2B purchasing across their business, creating immediate value and efficiency for employees through product adoption and enablement. This role is ideal for you if you enjoy being a product expert, creative problem solving, and want to work with a world-class team and customers such as Coinbase, Snowflake, Toast, Northwestern Mutual, Notion, Canva, Samsara, Databricks, Miro, and many more. You Will Help our customers drive procurement success on the Zip platform. Define customer business outcomes and partner with our customers to deliver those outcomes on a continuous basis. Act as a trusted procurement advisor and thought partner to continuously educate and enable our customers on Zip's platform and procurement best practices. Identify champions and build relationships with key business stakeholders across Procurement, Finance, Legal, IT/Security, and Privacy/Compliance teams. Maintain high levels of customer engagement and satisfaction with a focus on customer adoption and loyalty. Manage customer health and hedge account risks based on data-driven adoption metrics. Partner closely with product and engineering to translate business needs and requirements into new solutions for customers, while skillfully managing customer expectations. Train and empower customers to be product specialists to become increasingly self-sufficient for their organization. Partner with the renewals team to achieve target GRR. Continuously improve Customer Success assets and processes. We're an early-stage company, we want people who are excited to build and motivated to up-level the status quo! Qualifications 5+ years of relevant work experience working in customer-facing customer success, technical account management or strategic consulting organization. B2B SaaS experience in a high-paced environment is a benefit. Procurement experience (procurement, sourcing, or vendor management background) and familiarity with procurement technologies such as ERP (Netsuite, Coupa, etc.), HRIS (Workday etc.), CLM, GRC, JIRA, ServiceNow workflow management tools. Excellent interpersonal skills and ability to establish quick rapport and trust with customers. Strong project management skills to manage a dynamic customer portfolio. Creative problem solver while being attentive to details. Business process-oriented and ability to think about workflow efficiency (e.g. diagrams, conditionally based logic, etc.). Proactive team player that is able to identify process gaps and willing to jump in and help wherever needed (company, team, self mentality). Nice to Haves Payments software experience (invoicing, PO creation) and background working with CFOs, Controller, Accounts Payable / Accounts Receivable roles. Experience with SaaS workflow management tools (low code / no code configuration). Experience working in a top tier consulting firm or have an MBA. Perks & Benefits At Zip, we're committed to providing our employees with everything they need to do their best work. Start-up equity Health, vision & dental coverage Flexible PTO Apple equipment plus home office budget We're looking to hire Zipsters and that means hiring people who take ownership, communicate openly, have an underdog mindset, and are excited to increase the pace of innovation for every business in the world. We encourage all candidates to apply even if your experience doesn't exactly match up to our job description. We are committed to building a diverse and inclusive workspace where everyone (regardless of age, religion, ethnicity, gender, sexual orientation, and more) feels like they belong. We look forward to hearing from you!
May 01, 2026
Full time
About Zip Here at Zip, we're reimagining how modern businesses function in the age of AI. The simple task of buying software, services, or tools at work has become hopelessly complicated at even the most innovative companies in the world. Today, enterprises spend $120T+ per year globally (>30 times larger than annual consumer e-commerce spend) and rely on vendors more than ever before to run their businesses. Our co-founders started Zip in 2020 to address this seemingly universal problem with a purpose-built procurement platform that provides a simple, consumer-grade user experience. Within the last 5 years, Zip has created a new category and developed the leading solution in this $50B+ TAM space. Today, the world's leading companies like OpenAI, Snowflake, Anthropic, Coinbase, and JPMorgan Chase rely on Zip to manage billions of dollars in spend. We have a world-class team coming from category-defining companies like Airbnb, Meta, Stripe, Salesforce, Apple, and Google. With a $2.2 billion valuation and $370 million in funding from Y Combinator, Tiger Global, BOND, DST Global, and CRV, we're focused on developing cutting-edge technology, expanding into new global markets, and-above all-driving incredible value for our customers. Join us! Your Role We're looking for a Customer Success Manager (equivalent to a technical account manager) to manage our rapidly growing enterprise customer base across all industries. As a Sr. CSM, you'll work closely with sales, implementation, engineering and product while also working with a variety of customer stakeholders. You will advise customers on how to transform the way they manage B2B purchasing across their business, creating immediate value and efficiency for employees through product adoption and enablement. This role is ideal for you if you enjoy being a product expert, creative problem solving, and want to work with a world-class team and customers such as Coinbase, Snowflake, Toast, Northwestern Mutual, Notion, Canva, Samsara, Databricks, Miro, and many more. You Will Help our customers drive procurement success on the Zip platform. Define customer business outcomes and partner with our customers to deliver those outcomes on a continuous basis. Act as a trusted procurement advisor and thought partner to continuously educate and enable our customers on Zip's platform and procurement best practices. Identify champions and build relationships with key business stakeholders across Procurement, Finance, Legal, IT/Security, and Privacy/Compliance teams. Maintain high levels of customer engagement and satisfaction with a focus on customer adoption and loyalty. Manage customer health and hedge account risks based on data-driven adoption metrics. Partner closely with product and engineering to translate business needs and requirements into new solutions for customers, while skillfully managing customer expectations. Train and empower customers to be product specialists to become increasingly self-sufficient for their organization. Partner with the renewals team to achieve target GRR. Continuously improve Customer Success assets and processes. We're an early-stage company, we want people who are excited to build and motivated to up-level the status quo! Qualifications 5+ years of relevant work experience working in customer-facing customer success, technical account management or strategic consulting organization. B2B SaaS experience in a high-paced environment is a benefit. Procurement experience (procurement, sourcing, or vendor management background) and familiarity with procurement technologies such as ERP (Netsuite, Coupa, etc.), HRIS (Workday etc.), CLM, GRC, JIRA, ServiceNow workflow management tools. Excellent interpersonal skills and ability to establish quick rapport and trust with customers. Strong project management skills to manage a dynamic customer portfolio. Creative problem solver while being attentive to details. Business process-oriented and ability to think about workflow efficiency (e.g. diagrams, conditionally based logic, etc.). Proactive team player that is able to identify process gaps and willing to jump in and help wherever needed (company, team, self mentality). Nice to Haves Payments software experience (invoicing, PO creation) and background working with CFOs, Controller, Accounts Payable / Accounts Receivable roles. Experience with SaaS workflow management tools (low code / no code configuration). Experience working in a top tier consulting firm or have an MBA. Perks & Benefits At Zip, we're committed to providing our employees with everything they need to do their best work. Start-up equity Health, vision & dental coverage Flexible PTO Apple equipment plus home office budget We're looking to hire Zipsters and that means hiring people who take ownership, communicate openly, have an underdog mindset, and are excited to increase the pace of innovation for every business in the world. We encourage all candidates to apply even if your experience doesn't exactly match up to our job description. We are committed to building a diverse and inclusive workspace where everyone (regardless of age, religion, ethnicity, gender, sexual orientation, and more) feels like they belong. We look forward to hearing from you!
About StarCompliance StarCompliance is on a mission to make compliance simple and easy. Trusted globally by enterprise financial institutions, the user friendly STAR platform empowers organizations to achieve regulatory compliance while safeguarding their integrity and business reputations. Through a customizable, 360 degree view of employee activity, the STAR software enables firms to automate the detection and resolution of potential areas of conflict while streamlining daily workflows and increasing efficiency. Role The Client Success Manager (Lead Analyst) plays a pivotal role in ensuring clients realise maximum value from the StarCompliance platform. This role partners closely with clients to understand their compliance programs, guide them through configuration and adoption, and ensure long term satisfaction and platform engagement. A Lead Analyst acts as a senior resource within the team, driving complex client initiatives, supporting continuous improvement, and serving as a subject matter expert across Star's product suite. Responsibilities Client Partnership and Strategic Engagement Act as the primary point of contact for a portfolio of enterprise and strategic accounts. Build trusted relationships with client stakeholders by demonstrating deep understanding of compliance requirements and StarCompliance capabilities. Lead strategic conversations focused on best practices, optimization opportunities, and program expansion. Service Delivery and Technical Execution Oversee client platform configuration, including advanced data setups, rules creation, automated workflows, and integration testing. Proactively identify and remediate issues impacting client adoption, performance, or compliance outcomes. Take end to end ownership of requests and issues ensuring timely resolution, proactive client communication, and effective coordination across teams. Oversight, Risk Management and Advocacy Monitor client usage patterns, KPIs, and program health to identify risks and growth opportunities. Partner with internal teams (Product, Engineering, Compliance Advisory, Support) to coordinate solutions for complex client needs. Serve as the escalation point for critical issues, ensuring timely and transparent communication. Customer Success Manager_December 2025 Leadership and Knowledge Sharing Mentor analyst and senior level team members and support onboarding of new colleagues. Contribute to internal playbooks, documentation, and operational standards. Champion new product functionality and represent client feedback during product planning cycles. Foster a culture of collaboration, accountability and continuous learning by offering advice, guidance and support to colleagues. Actively build strong relationships across the team, promote open communication and shared learning and help ensure team objectives and service delivery standards are consistently met. Skills and Experience 5 years in Client Success, Account Management, Compliance Technology, or related roles. Experience supporting enterprise clients within SaaS, financial services, or regulatory technology. Strong understanding of compliance concepts such as personal trading, OBA, attestations, conflicts of interest, or related controls. Excellent stakeholder management skills with the professionalism to represent StarCompliance in high pressure, client facing scenarios and the ability to prioritise effectively in a fast paced environment. The ability to analyze complex data, translate business needs into platform configurations with excellent written and verbal communication skills, capable of clearly conveying topics and solutions to technical and non technical audiences. A commitment to learning new products, tools, technologies and practices. Preferred Experience with data integrations (SFTP, APIs, batch file processing). Prior experience with compliance platforms-knowledge of StarCompliance platform is advantageous. Experience leading or supervising a team or coaching and mentoring junior team members. StarCompliance Background Checks All positions require pre employment screening due to employees potentially having access to highly sensitive and confidential information involving finance and compliance; candidates must be trustworthy and have a heightened sensitivity to protecting confidential financial, professional information. To be eligible for employment with StarCompliance, candidates must undergo a rigorous background investigation with checks including, but not limited to, criminal record history, consumer credit, employment history, qualifications, and education checks. Equal Opportunity Employer Statement We prohibit discrimination and harassment of any kind based on race, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, gender identity or expression, marital/civil union/domestic partnership status, veteran status or any other protected characteristic as outlined by country, state, or local laws. This policy applies to all employment practices within our organisation, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. StarCompliance makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, please request a copy of our Equal Opportunities Policy.
Apr 28, 2026
Full time
About StarCompliance StarCompliance is on a mission to make compliance simple and easy. Trusted globally by enterprise financial institutions, the user friendly STAR platform empowers organizations to achieve regulatory compliance while safeguarding their integrity and business reputations. Through a customizable, 360 degree view of employee activity, the STAR software enables firms to automate the detection and resolution of potential areas of conflict while streamlining daily workflows and increasing efficiency. Role The Client Success Manager (Lead Analyst) plays a pivotal role in ensuring clients realise maximum value from the StarCompliance platform. This role partners closely with clients to understand their compliance programs, guide them through configuration and adoption, and ensure long term satisfaction and platform engagement. A Lead Analyst acts as a senior resource within the team, driving complex client initiatives, supporting continuous improvement, and serving as a subject matter expert across Star's product suite. Responsibilities Client Partnership and Strategic Engagement Act as the primary point of contact for a portfolio of enterprise and strategic accounts. Build trusted relationships with client stakeholders by demonstrating deep understanding of compliance requirements and StarCompliance capabilities. Lead strategic conversations focused on best practices, optimization opportunities, and program expansion. Service Delivery and Technical Execution Oversee client platform configuration, including advanced data setups, rules creation, automated workflows, and integration testing. Proactively identify and remediate issues impacting client adoption, performance, or compliance outcomes. Take end to end ownership of requests and issues ensuring timely resolution, proactive client communication, and effective coordination across teams. Oversight, Risk Management and Advocacy Monitor client usage patterns, KPIs, and program health to identify risks and growth opportunities. Partner with internal teams (Product, Engineering, Compliance Advisory, Support) to coordinate solutions for complex client needs. Serve as the escalation point for critical issues, ensuring timely and transparent communication. Customer Success Manager_December 2025 Leadership and Knowledge Sharing Mentor analyst and senior level team members and support onboarding of new colleagues. Contribute to internal playbooks, documentation, and operational standards. Champion new product functionality and represent client feedback during product planning cycles. Foster a culture of collaboration, accountability and continuous learning by offering advice, guidance and support to colleagues. Actively build strong relationships across the team, promote open communication and shared learning and help ensure team objectives and service delivery standards are consistently met. Skills and Experience 5 years in Client Success, Account Management, Compliance Technology, or related roles. Experience supporting enterprise clients within SaaS, financial services, or regulatory technology. Strong understanding of compliance concepts such as personal trading, OBA, attestations, conflicts of interest, or related controls. Excellent stakeholder management skills with the professionalism to represent StarCompliance in high pressure, client facing scenarios and the ability to prioritise effectively in a fast paced environment. The ability to analyze complex data, translate business needs into platform configurations with excellent written and verbal communication skills, capable of clearly conveying topics and solutions to technical and non technical audiences. A commitment to learning new products, tools, technologies and practices. Preferred Experience with data integrations (SFTP, APIs, batch file processing). Prior experience with compliance platforms-knowledge of StarCompliance platform is advantageous. Experience leading or supervising a team or coaching and mentoring junior team members. StarCompliance Background Checks All positions require pre employment screening due to employees potentially having access to highly sensitive and confidential information involving finance and compliance; candidates must be trustworthy and have a heightened sensitivity to protecting confidential financial, professional information. To be eligible for employment with StarCompliance, candidates must undergo a rigorous background investigation with checks including, but not limited to, criminal record history, consumer credit, employment history, qualifications, and education checks. Equal Opportunity Employer Statement We prohibit discrimination and harassment of any kind based on race, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, gender identity or expression, marital/civil union/domestic partnership status, veteran status or any other protected characteristic as outlined by country, state, or local laws. This policy applies to all employment practices within our organisation, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. StarCompliance makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, please request a copy of our Equal Opportunities Policy.
About Zip Here at Zip, we're reimagining how modern businesses function in the age of AI. The simple task of buying software, services, or tools at work has become hopelessly complicated at even the most innovative companies in the world. Today, enterprises spend $120T+ per year globally (>30 times larger than annual consumer e-commerce spend) and rely on vendors more than ever before to run their businesses. Our co-founders started Zip in 2020 to address this seemingly universal problem with a purpose-built procurement platform that provides a simple, consumer-grade user experience. Within the last 5 years, Zip has created a new category and developed the leading solution in this $50B+ TAM space. Today, the world's leading companies like OpenAI, Snowflake, Anthropic, Coinbase, and JPMorgan Chase rely on Zip to manage billions of dollars in spend. We have a world-class team coming from category-defining companies like Airbnb, Meta, Stripe, Salesforce, Apple, and Google. With a $2.2 billion valuation and $370 million in funding from Y Combinator, Tiger Global, BOND, DST Global, and CRV, we're focused on developing cutting-edge technology, expanding into new global markets, and-above all-driving incredible value for our customers. Join us! Your Role We're looking for a Customer Success Manager (equivalent to a technical account manager) to manage our rapidly growing enterprise customer base across all industries. As a Sr. CSM, you'll work closely with sales, implementation, engineering and product while also working with a variety of customer stakeholders. You will advise customers on how to transform the way they manage B2B purchasing across their business, creating immediate value and efficiency for employees through product adoption and enablement. This role is ideal for you if you enjoy being a product expert, creative problem solving, and want to work with a world-class team and customers such as Coinbase, Snowflake, Toast, Northwestern Mutual, Notion, Canva, Samsara, Databricks, Miro, and many more. You Will Help our customers drive procurement success on the Zip platform. Define customer business outcomes and partner with our customers to deliver those outcomes on a continuous basis. Act as a trusted procurement advisor and thought partner to continuously educate and enable our customers on Zip's platform and procurement best practices. Identify champions and build relationships with key business stakeholders across Procurement, Finance, Legal, IT/Security, and Privacy/Compliance teams. Maintain high levels of customer engagement and satisfaction with a focus on customer adoption and loyalty. Manage customer health and hedge account risks based on data-driven adoption metrics. Partner closely with product and engineering to translate business needs and requirements into new solutions for customers, while skillfully managing customer expectations. Train and empower customers to be product specialists to become increasingly self-sufficient for their organization. Partner with the renewals team to achieve target GRR. Continuously improve Customer Success assets and processes. We're an early-stage company, we want people who are excited to build and motivated to up-level the status quo! Qualifications 5+ years of relevant work experience working in customer-facing customer success, technical account management or strategic consulting organization. B2B SaaS experience in a high-paced environment is a benefit. Procurement experience (procurement, sourcing, or vendor management background) and familiarity with procurement technologies such as ERP (Netsuite, Coupa, etc.), HRIS (Workday etc.), CLM, GRC, JIRA, ServiceNow workflow management tools. Excellent interpersonal skills and ability to establish quick rapport and trust with customers. Strong project management skills to manage a dynamic customer portfolio. Creative problem solver while being attentive to details. Business process-oriented and ability to think about workflow efficiency (e.g. diagrams, conditionally based logic, etc.). Proactive team player that is able to identify process gaps and willing to jump in and help wherever needed (company, team, self mentality). Nice to Haves Payments software experience (invoicing, PO creation) and background working with CFOs, Controller, Accounts Payable / Accounts Receivable roles. Experience with SaaS workflow management tools (low code / no code configuration). Experience working in a top tier consulting firm or have an MBA. Perks & Benefits At Zip, we're committed to providing our employees with everything they need to do their best work. Start-up equity Health, vision & dental coverage Flexible PTO Apple equipment plus home office budget We're looking to hire Zipsters and that means hiring people who take ownership, communicate openly, have an underdog mindset, and are excited to increase the pace of innovation for every business in the world. We encourage all candidates to apply even if your experience doesn't exactly match up to our job description. We are committed to building a diverse and inclusive workspace where everyone (regardless of age, religion, ethnicity, gender, sexual orientation, and more) feels like they belong. We look forward to hearing from you!
Apr 27, 2026
Full time
About Zip Here at Zip, we're reimagining how modern businesses function in the age of AI. The simple task of buying software, services, or tools at work has become hopelessly complicated at even the most innovative companies in the world. Today, enterprises spend $120T+ per year globally (>30 times larger than annual consumer e-commerce spend) and rely on vendors more than ever before to run their businesses. Our co-founders started Zip in 2020 to address this seemingly universal problem with a purpose-built procurement platform that provides a simple, consumer-grade user experience. Within the last 5 years, Zip has created a new category and developed the leading solution in this $50B+ TAM space. Today, the world's leading companies like OpenAI, Snowflake, Anthropic, Coinbase, and JPMorgan Chase rely on Zip to manage billions of dollars in spend. We have a world-class team coming from category-defining companies like Airbnb, Meta, Stripe, Salesforce, Apple, and Google. With a $2.2 billion valuation and $370 million in funding from Y Combinator, Tiger Global, BOND, DST Global, and CRV, we're focused on developing cutting-edge technology, expanding into new global markets, and-above all-driving incredible value for our customers. Join us! Your Role We're looking for a Customer Success Manager (equivalent to a technical account manager) to manage our rapidly growing enterprise customer base across all industries. As a Sr. CSM, you'll work closely with sales, implementation, engineering and product while also working with a variety of customer stakeholders. You will advise customers on how to transform the way they manage B2B purchasing across their business, creating immediate value and efficiency for employees through product adoption and enablement. This role is ideal for you if you enjoy being a product expert, creative problem solving, and want to work with a world-class team and customers such as Coinbase, Snowflake, Toast, Northwestern Mutual, Notion, Canva, Samsara, Databricks, Miro, and many more. You Will Help our customers drive procurement success on the Zip platform. Define customer business outcomes and partner with our customers to deliver those outcomes on a continuous basis. Act as a trusted procurement advisor and thought partner to continuously educate and enable our customers on Zip's platform and procurement best practices. Identify champions and build relationships with key business stakeholders across Procurement, Finance, Legal, IT/Security, and Privacy/Compliance teams. Maintain high levels of customer engagement and satisfaction with a focus on customer adoption and loyalty. Manage customer health and hedge account risks based on data-driven adoption metrics. Partner closely with product and engineering to translate business needs and requirements into new solutions for customers, while skillfully managing customer expectations. Train and empower customers to be product specialists to become increasingly self-sufficient for their organization. Partner with the renewals team to achieve target GRR. Continuously improve Customer Success assets and processes. We're an early-stage company, we want people who are excited to build and motivated to up-level the status quo! Qualifications 5+ years of relevant work experience working in customer-facing customer success, technical account management or strategic consulting organization. B2B SaaS experience in a high-paced environment is a benefit. Procurement experience (procurement, sourcing, or vendor management background) and familiarity with procurement technologies such as ERP (Netsuite, Coupa, etc.), HRIS (Workday etc.), CLM, GRC, JIRA, ServiceNow workflow management tools. Excellent interpersonal skills and ability to establish quick rapport and trust with customers. Strong project management skills to manage a dynamic customer portfolio. Creative problem solver while being attentive to details. Business process-oriented and ability to think about workflow efficiency (e.g. diagrams, conditionally based logic, etc.). Proactive team player that is able to identify process gaps and willing to jump in and help wherever needed (company, team, self mentality). Nice to Haves Payments software experience (invoicing, PO creation) and background working with CFOs, Controller, Accounts Payable / Accounts Receivable roles. Experience with SaaS workflow management tools (low code / no code configuration). Experience working in a top tier consulting firm or have an MBA. Perks & Benefits At Zip, we're committed to providing our employees with everything they need to do their best work. Start-up equity Health, vision & dental coverage Flexible PTO Apple equipment plus home office budget We're looking to hire Zipsters and that means hiring people who take ownership, communicate openly, have an underdog mindset, and are excited to increase the pace of innovation for every business in the world. We encourage all candidates to apply even if your experience doesn't exactly match up to our job description. We are committed to building a diverse and inclusive workspace where everyone (regardless of age, religion, ethnicity, gender, sexual orientation, and more) feels like they belong. We look forward to hearing from you!
Who we are GlobalData is a leading information services and analytics company, providing trusted intelligence that helps organizations decode the future and make smarter decisions. By combining proprietary data, expert analysis, and cutting-edge technology, we empower clients across the world s largest industries to anticipate change, identify opportunity, and gain competitive advantage. We began our journey in 2016, by combining a diverse range of specialist information services companies, with decades of trusted customer relationships and deep sector specialisms. Today, we operate as a single company and one fully integrated platform, with more than 3,500 colleagues worldwide, across 20+ industries, delivering value for over 5,000 customers. Why join the Sales team at GlobalData? Global Data is at a pivotal point in its growth journey. Following multiple acquisitions and having recently received transformational investment we need curious, ambitious, courageous people to support us in achieving our vision of becoming the world s trusted source of strategic industry intelligence. Our big ambitions mean that life at Global Data is fast paced, entrepreneurial and rewarding. We recognise the collective power of our people, and it s the collaboration of our teams that have shaped our success and will continue to do so in the future. The Sales team operates at the face of our business introducing clients to our trusted strategic intelligence. With an established book of leading brands and the scope carve your own market, there is a real opportunity for sales talent at all levels to develop in our growing business. The culture is buzzing and positive, and you can expect to be rewarded well with our uncapped commission scheme. The role As an Enterprise BDM, you will lead the engagement with enterprise-level clients across a defined territory/ sector, driving new business and expanding existing relationships. You ll act as a strategic advisor, consulting with senior decision makers, identifying client challenges, and aligning Global Data s suite of intelligence solutions to their business objectives. This role requires a sophisticated understanding of enterprise sales cycles, strong commercial acumen, and a proven ability to manage multi-stakeholder relationships across complex organizations. This position requires commercial acumen and a collaborative mindset, working effectively across a matrixed organization to deliver tailored, high impact solutions to clients. You ll be solution selling using value based selling approaches. What you ll be doing Develop and execute a territory or vertical strategy that aligns with Global Data s broader commercial objectives. Own the end-to-end enterprise sales cycle from prospecting and qualification to negotiation and close, ensuring consistent overachievement of revenue targets. Build and expand executive level relationships with key accounts, positioning GlobalData as a trusted strategic partner. Use social selling techniques to identify, connect with, and nurture prospective clients, positioning yourself as a thought leader in the market. Collaborate with internal stakeholders, including Product, Marketing, and Customer Success teams, to deliver exceptional customer experiences. Lead solution based selling engagements, demonstrating GlobalData s data, and intelligence capabilities through high impact presentations and proposals. Identify opportunities across GlobalData s portfolio to maximize client value and revenue potential. Maintain deep understanding of client industries, emerging market trends, and competitor offerings to drive consultative dialogue and thought leadership. Provide accurate and timely sales forecasts and pipeline reports to senior management. Represent GlobalData at industry events, conferences, and executive forums to promote the brand and network with potential partners. What we re looking for Extensive experience in enterprise B2B sales, ideally within data, analytics, SaaS, or information services sectors. Proven track record of achieving and exceeding sales targets within complex, consultative selling environments. Experience working cross-functionally and across global matrix structures to deliver client solutions. Strong grasp of social selling techniques, digital prospecting, and relationship nurturing through platforms such as LinkedIn. Exceptional ability to engage, influence, and negotiate with C-level executives and senior decision makers. Strong strategic thinking and problem-solving abilities, with the ability to tailor solutions to client challenges. Demonstrated success managing long sales cycles and multi stakeholder engagements. Excellent presentation, communication, and interpersonal skills. Highly organized, proactive, and results driven, with a passion for building lasting client partnerships. Experience working with CRM systems such as Salesforce and advanced proficiency with business tools (e.g., MS Office Suite, Gong). Willingness to travel regionally or internationally (up to 50%) as required. In addition to a rewarding career, we support our GlobalData colleagues with a range of benefits across health, finances, fitness, travel, tech and more. To find out more about the roles and benefits on offer in your region, visit (url removed) GlobalData believes strongly in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, we are proud to be an Equal Opportunity Employer. GlobalData is determined to ensure that no applicant or employee receives less favourable treatment on the grounds of gender, age, disability, religion, belief, sexual orientation, marital status, race, or is disadvantaged by conditions or requirements which cannot be shown to be justifiable. To find out more and to apply to our roles please visit (url removed).
Apr 26, 2026
Full time
Who we are GlobalData is a leading information services and analytics company, providing trusted intelligence that helps organizations decode the future and make smarter decisions. By combining proprietary data, expert analysis, and cutting-edge technology, we empower clients across the world s largest industries to anticipate change, identify opportunity, and gain competitive advantage. We began our journey in 2016, by combining a diverse range of specialist information services companies, with decades of trusted customer relationships and deep sector specialisms. Today, we operate as a single company and one fully integrated platform, with more than 3,500 colleagues worldwide, across 20+ industries, delivering value for over 5,000 customers. Why join the Sales team at GlobalData? Global Data is at a pivotal point in its growth journey. Following multiple acquisitions and having recently received transformational investment we need curious, ambitious, courageous people to support us in achieving our vision of becoming the world s trusted source of strategic industry intelligence. Our big ambitions mean that life at Global Data is fast paced, entrepreneurial and rewarding. We recognise the collective power of our people, and it s the collaboration of our teams that have shaped our success and will continue to do so in the future. The Sales team operates at the face of our business introducing clients to our trusted strategic intelligence. With an established book of leading brands and the scope carve your own market, there is a real opportunity for sales talent at all levels to develop in our growing business. The culture is buzzing and positive, and you can expect to be rewarded well with our uncapped commission scheme. The role As an Enterprise BDM, you will lead the engagement with enterprise-level clients across a defined territory/ sector, driving new business and expanding existing relationships. You ll act as a strategic advisor, consulting with senior decision makers, identifying client challenges, and aligning Global Data s suite of intelligence solutions to their business objectives. This role requires a sophisticated understanding of enterprise sales cycles, strong commercial acumen, and a proven ability to manage multi-stakeholder relationships across complex organizations. This position requires commercial acumen and a collaborative mindset, working effectively across a matrixed organization to deliver tailored, high impact solutions to clients. You ll be solution selling using value based selling approaches. What you ll be doing Develop and execute a territory or vertical strategy that aligns with Global Data s broader commercial objectives. Own the end-to-end enterprise sales cycle from prospecting and qualification to negotiation and close, ensuring consistent overachievement of revenue targets. Build and expand executive level relationships with key accounts, positioning GlobalData as a trusted strategic partner. Use social selling techniques to identify, connect with, and nurture prospective clients, positioning yourself as a thought leader in the market. Collaborate with internal stakeholders, including Product, Marketing, and Customer Success teams, to deliver exceptional customer experiences. Lead solution based selling engagements, demonstrating GlobalData s data, and intelligence capabilities through high impact presentations and proposals. Identify opportunities across GlobalData s portfolio to maximize client value and revenue potential. Maintain deep understanding of client industries, emerging market trends, and competitor offerings to drive consultative dialogue and thought leadership. Provide accurate and timely sales forecasts and pipeline reports to senior management. Represent GlobalData at industry events, conferences, and executive forums to promote the brand and network with potential partners. What we re looking for Extensive experience in enterprise B2B sales, ideally within data, analytics, SaaS, or information services sectors. Proven track record of achieving and exceeding sales targets within complex, consultative selling environments. Experience working cross-functionally and across global matrix structures to deliver client solutions. Strong grasp of social selling techniques, digital prospecting, and relationship nurturing through platforms such as LinkedIn. Exceptional ability to engage, influence, and negotiate with C-level executives and senior decision makers. Strong strategic thinking and problem-solving abilities, with the ability to tailor solutions to client challenges. Demonstrated success managing long sales cycles and multi stakeholder engagements. Excellent presentation, communication, and interpersonal skills. Highly organized, proactive, and results driven, with a passion for building lasting client partnerships. Experience working with CRM systems such as Salesforce and advanced proficiency with business tools (e.g., MS Office Suite, Gong). Willingness to travel regionally or internationally (up to 50%) as required. In addition to a rewarding career, we support our GlobalData colleagues with a range of benefits across health, finances, fitness, travel, tech and more. To find out more about the roles and benefits on offer in your region, visit (url removed) GlobalData believes strongly in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, we are proud to be an Equal Opportunity Employer. GlobalData is determined to ensure that no applicant or employee receives less favourable treatment on the grounds of gender, age, disability, religion, belief, sexual orientation, marital status, race, or is disadvantaged by conditions or requirements which cannot be shown to be justifiable. To find out more and to apply to our roles please visit (url removed).
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons Our Marketing team is the driving force behind the creativity and growth at BDO. Marketing has a broad remit here. Their main goal is to equip the business to win and there are teams covering most touchpoints of the customer journey. Highlights include a national advertising campaign, the launch of a new firm-wide sales planning process and the implementation of new digital marketing tools. Because we know that great ideas can come from anywhere, you can be sure you'll be heard and have the chance to make a real impact. You'll be supported to build your career, but also to be yourself in the office. Help the firm succeed by staying ahead of the latest market trends, confidently implementing your ideas and collaborating with a range of shareholders. You'll be rewarded with a great work-life balance and a career with real purpose. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. The Marketing and Sales Operations Director is a senior-level role responsible for developing and implementing effective processes to support the Marketing, Sales, & Central Operations to function effectively and ensure the efficient use of marketing technology, data analytics, and processes. This role is crucial for driving operational excellence within MSC, ensuring alignment with BDO firm-wide objectives, and leading teams of marketing delivery professionals. The Director will collaborate with various departments, including Streams, IT, Finance, and Data Office teams, to ensure optimised campaign execution, budget management, and regulatory compliance. In this challenging and rewarding role you'll: Marketing Strategy & Vision: Define and implement a comprehensive marketing operations vision and strategy supporting MSC's overall strategy, to drive intelligent decision-making through precise data analysis. Oversee the entire marketing operations roadmap, including evaluation, selection, implementation, and customisation of marketing technology to meet functional needs. Budget & Financial Management: Collaborate with budget owners to develop, manage, and administer the marketing budget, ensuring proper cost tracking and accountability. Partner with analytics teams to report on marketing performance metrics, including customer lifetime value and acquisition cost, and provide insights for data-driven strategy. Data Analysis & Marketing Performance: Take the lead to build the necessary infrastructure to allow tracking and reporting of marketing funnels, including key metrics such as volume, conversion rates, and value, with segmentation by sector, stream, geography, and persona. Collaborate with the national streams marketing teams to leverage engagement data for more effective marketing strategies. Team Leadership & Development: Build, lead, and develop a high-performing marketing operations and delivery team by providing coaching, development opportunities, and filling talent gaps where needed. Ensure that policies, procedures, and processes are clearly defined, documented, and adhered to, promoting operational efficiency and data accuracy. Technology Management: Own the marketing technology stack, ensuring it is maintained, optimised, and customised for users. Identify opportunities to simplify and improve systems and processes, avoiding unnecessary complexity and customisation. Project & Campaign Coordination: Line management of Head of Marketing Engagement, with subsequent oversight of team delivering on projects and integrated marketing campaigns from planning to execution and post-campaign analysis. Line of sight to ensure infrastructure and operational marketing projects - such as improved reporting or investment in martech stack - are executed efficiently and align with the strategic goals of the PMDs and Streams. Stakeholder & Vendor Relationship Management: Regularly engage stakeholders across MSC, streams, Central Operations, and external vendors to align on marketing performance and strategies. Manage external partnerships, where necessary, and negotiate contracts with vendors to optimise marketing resources. Risk & Compliance Management: Ensure compliance with relevant regulatory requirements and industry standards, proactively identifying and mitigating operational risks. You'll be someone with: Bachelor's degree in Marketing , Business Administration, or a related field. Extensive proven experience in marketing operations, with experience in a management role. Expertise in marketing technology, including designing and managing a marketing technology stack. Strong analytical, organisational, and project management skills. Proven track record of managing large budgets and driving data-driven marketing decisions. Excellent communication skills, both verbal and written, with the ability to influence cross-functional teams and senior leadership. Ability to multitask, prioritise, and thrive in a fast-paced environment. Experience with enterprise software, SaaS, and knowledge of GDPR and related regulations is a plus. Strategic and analytical mindset with attention to detail. Strong leadership presence with experience managing and developing high-performance teams. Proficiency in MS Office and marketing analytics tools. Ability to manage relationships with external partners and vendors. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Oct 06, 2025
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons Our Marketing team is the driving force behind the creativity and growth at BDO. Marketing has a broad remit here. Their main goal is to equip the business to win and there are teams covering most touchpoints of the customer journey. Highlights include a national advertising campaign, the launch of a new firm-wide sales planning process and the implementation of new digital marketing tools. Because we know that great ideas can come from anywhere, you can be sure you'll be heard and have the chance to make a real impact. You'll be supported to build your career, but also to be yourself in the office. Help the firm succeed by staying ahead of the latest market trends, confidently implementing your ideas and collaborating with a range of shareholders. You'll be rewarded with a great work-life balance and a career with real purpose. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. The Marketing and Sales Operations Director is a senior-level role responsible for developing and implementing effective processes to support the Marketing, Sales, & Central Operations to function effectively and ensure the efficient use of marketing technology, data analytics, and processes. This role is crucial for driving operational excellence within MSC, ensuring alignment with BDO firm-wide objectives, and leading teams of marketing delivery professionals. The Director will collaborate with various departments, including Streams, IT, Finance, and Data Office teams, to ensure optimised campaign execution, budget management, and regulatory compliance. In this challenging and rewarding role you'll: Marketing Strategy & Vision: Define and implement a comprehensive marketing operations vision and strategy supporting MSC's overall strategy, to drive intelligent decision-making through precise data analysis. Oversee the entire marketing operations roadmap, including evaluation, selection, implementation, and customisation of marketing technology to meet functional needs. Budget & Financial Management: Collaborate with budget owners to develop, manage, and administer the marketing budget, ensuring proper cost tracking and accountability. Partner with analytics teams to report on marketing performance metrics, including customer lifetime value and acquisition cost, and provide insights for data-driven strategy. Data Analysis & Marketing Performance: Take the lead to build the necessary infrastructure to allow tracking and reporting of marketing funnels, including key metrics such as volume, conversion rates, and value, with segmentation by sector, stream, geography, and persona. Collaborate with the national streams marketing teams to leverage engagement data for more effective marketing strategies. Team Leadership & Development: Build, lead, and develop a high-performing marketing operations and delivery team by providing coaching, development opportunities, and filling talent gaps where needed. Ensure that policies, procedures, and processes are clearly defined, documented, and adhered to, promoting operational efficiency and data accuracy. Technology Management: Own the marketing technology stack, ensuring it is maintained, optimised, and customised for users. Identify opportunities to simplify and improve systems and processes, avoiding unnecessary complexity and customisation. Project & Campaign Coordination: Line management of Head of Marketing Engagement, with subsequent oversight of team delivering on projects and integrated marketing campaigns from planning to execution and post-campaign analysis. Line of sight to ensure infrastructure and operational marketing projects - such as improved reporting or investment in martech stack - are executed efficiently and align with the strategic goals of the PMDs and Streams. Stakeholder & Vendor Relationship Management: Regularly engage stakeholders across MSC, streams, Central Operations, and external vendors to align on marketing performance and strategies. Manage external partnerships, where necessary, and negotiate contracts with vendors to optimise marketing resources. Risk & Compliance Management: Ensure compliance with relevant regulatory requirements and industry standards, proactively identifying and mitigating operational risks. You'll be someone with: Bachelor's degree in Marketing , Business Administration, or a related field. Extensive proven experience in marketing operations, with experience in a management role. Expertise in marketing technology, including designing and managing a marketing technology stack. Strong analytical, organisational, and project management skills. Proven track record of managing large budgets and driving data-driven marketing decisions. Excellent communication skills, both verbal and written, with the ability to influence cross-functional teams and senior leadership. Ability to multitask, prioritise, and thrive in a fast-paced environment. Experience with enterprise software, SaaS, and knowledge of GDPR and related regulations is a plus. Strategic and analytical mindset with attention to detail. Strong leadership presence with experience managing and developing high-performance teams. Proficiency in MS Office and marketing analytics tools. Ability to manage relationships with external partners and vendors. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons Our Marketing team is the driving force behind the creativity and growth at BDO. Marketing has a broad remit here. Their main goal is to equip the business to win and there are teams covering most touchpoints of the customer journey. Highlights include a national advertising campaign, the launch of a new firm-wide sales planning process and the implementation of new digital marketing tools. Because we know that great ideas can come from anywhere, you can be sure you'll be heard and have the chance to make a real impact. You'll be supported to build your career, but also to be yourself in the office. Help the firm succeed by staying ahead of the latest market trends, confidently implementing your ideas and collaborating with a range of shareholders. You'll be rewarded with a great work-life balance and a career with real purpose. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. The Marketing and Sales Operations Director is a senior-level role responsible for developing and implementing effective processes to support the Marketing, Sales, & Central Operations to function effectively and ensure the efficient use of marketing technology, data analytics, and processes. This role is crucial for driving operational excellence within MSC, ensuring alignment with BDO firm-wide objectives, and leading teams of marketing delivery professionals. The Director will collaborate with various departments, including Streams, IT, Finance, and Data Office teams, to ensure optimised campaign execution, budget management, and regulatory compliance. In this challenging and rewarding role you'll: Marketing Strategy & Vision: Define and implement a comprehensive marketing operations vision and strategy supporting MSC's overall strategy, to drive intelligent decision-making through precise data analysis. Oversee the entire marketing operations roadmap, including evaluation, selection, implementation, and customisation of marketing technology to meet functional needs. Budget & Financial Management: Collaborate with budget owners to develop, manage, and administer the marketing budget, ensuring proper cost tracking and accountability. Partner with analytics teams to report on marketing performance metrics, including customer lifetime value and acquisition cost, and provide insights for data-driven strategy. Data Analysis & Marketing Performance: Take the lead to build the necessary infrastructure to allow tracking and reporting of marketing funnels, including key metrics such as volume, conversion rates, and value, with segmentation by sector, stream, geography, and persona. Collaborate with the national streams marketing teams to leverage engagement data for more effective marketing strategies. Team Leadership & Development: Build, lead, and develop a high-performing marketing operations and delivery team by providing coaching, development opportunities, and filling talent gaps where needed. Ensure that policies, procedures, and processes are clearly defined, documented, and adhered to, promoting operational efficiency and data accuracy. Technology Management: Own the marketing technology stack, ensuring it is maintained, optimised, and customised for users. Identify opportunities to simplify and improve systems and processes, avoiding unnecessary complexity and customisation. Project & Campaign Coordination: Line management of Head of Marketing Engagement, with subsequent oversight of team delivering on projects and integrated marketing campaigns from planning to execution and post-campaign analysis. Line of sight to ensure infrastructure and operational marketing projects - such as improved reporting or investment in martech stack - are executed efficiently and align with the strategic goals of the PMDs and Streams. Stakeholder & Vendor Relationship Management: Regularly engage stakeholders across MSC, streams, Central Operations, and external vendors to align on marketing performance and strategies. Manage external partnerships, where necessary, and negotiate contracts with vendors to optimise marketing resources. Risk & Compliance Management: Ensure compliance with relevant regulatory requirements and industry standards, proactively identifying and mitigating operational risks. You'll be someone with: Bachelor's degree in Marketing , Business Administration, or a related field. Extensive proven experience in marketing operations, with experience in a management role. Expertise in marketing technology, including designing and managing a marketing technology stack. Strong analytical, organisational, and project management skills. Proven track record of managing large budgets and driving data-driven marketing decisions. Excellent communication skills, both verbal and written, with the ability to influence cross-functional teams and senior leadership. Ability to multitask, prioritise, and thrive in a fast-paced environment. Experience with enterprise software, SaaS, and knowledge of GDPR and related regulations is a plus. Strategic and analytical mindset with attention to detail. Strong leadership presence with experience managing and developing high-performance teams. Proficiency in MS Office and marketing analytics tools. Ability to manage relationships with external partners and vendors. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Oct 04, 2025
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons Our Marketing team is the driving force behind the creativity and growth at BDO. Marketing has a broad remit here. Their main goal is to equip the business to win and there are teams covering most touchpoints of the customer journey. Highlights include a national advertising campaign, the launch of a new firm-wide sales planning process and the implementation of new digital marketing tools. Because we know that great ideas can come from anywhere, you can be sure you'll be heard and have the chance to make a real impact. You'll be supported to build your career, but also to be yourself in the office. Help the firm succeed by staying ahead of the latest market trends, confidently implementing your ideas and collaborating with a range of shareholders. You'll be rewarded with a great work-life balance and a career with real purpose. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. The Marketing and Sales Operations Director is a senior-level role responsible for developing and implementing effective processes to support the Marketing, Sales, & Central Operations to function effectively and ensure the efficient use of marketing technology, data analytics, and processes. This role is crucial for driving operational excellence within MSC, ensuring alignment with BDO firm-wide objectives, and leading teams of marketing delivery professionals. The Director will collaborate with various departments, including Streams, IT, Finance, and Data Office teams, to ensure optimised campaign execution, budget management, and regulatory compliance. In this challenging and rewarding role you'll: Marketing Strategy & Vision: Define and implement a comprehensive marketing operations vision and strategy supporting MSC's overall strategy, to drive intelligent decision-making through precise data analysis. Oversee the entire marketing operations roadmap, including evaluation, selection, implementation, and customisation of marketing technology to meet functional needs. Budget & Financial Management: Collaborate with budget owners to develop, manage, and administer the marketing budget, ensuring proper cost tracking and accountability. Partner with analytics teams to report on marketing performance metrics, including customer lifetime value and acquisition cost, and provide insights for data-driven strategy. Data Analysis & Marketing Performance: Take the lead to build the necessary infrastructure to allow tracking and reporting of marketing funnels, including key metrics such as volume, conversion rates, and value, with segmentation by sector, stream, geography, and persona. Collaborate with the national streams marketing teams to leverage engagement data for more effective marketing strategies. Team Leadership & Development: Build, lead, and develop a high-performing marketing operations and delivery team by providing coaching, development opportunities, and filling talent gaps where needed. Ensure that policies, procedures, and processes are clearly defined, documented, and adhered to, promoting operational efficiency and data accuracy. Technology Management: Own the marketing technology stack, ensuring it is maintained, optimised, and customised for users. Identify opportunities to simplify and improve systems and processes, avoiding unnecessary complexity and customisation. Project & Campaign Coordination: Line management of Head of Marketing Engagement, with subsequent oversight of team delivering on projects and integrated marketing campaigns from planning to execution and post-campaign analysis. Line of sight to ensure infrastructure and operational marketing projects - such as improved reporting or investment in martech stack - are executed efficiently and align with the strategic goals of the PMDs and Streams. Stakeholder & Vendor Relationship Management: Regularly engage stakeholders across MSC, streams, Central Operations, and external vendors to align on marketing performance and strategies. Manage external partnerships, where necessary, and negotiate contracts with vendors to optimise marketing resources. Risk & Compliance Management: Ensure compliance with relevant regulatory requirements and industry standards, proactively identifying and mitigating operational risks. You'll be someone with: Bachelor's degree in Marketing , Business Administration, or a related field. Extensive proven experience in marketing operations, with experience in a management role. Expertise in marketing technology, including designing and managing a marketing technology stack. Strong analytical, organisational, and project management skills. Proven track record of managing large budgets and driving data-driven marketing decisions. Excellent communication skills, both verbal and written, with the ability to influence cross-functional teams and senior leadership. Ability to multitask, prioritise, and thrive in a fast-paced environment. Experience with enterprise software, SaaS, and knowledge of GDPR and related regulations is a plus. Strategic and analytical mindset with attention to detail. Strong leadership presence with experience managing and developing high-performance teams. Proficiency in MS Office and marketing analytics tools. Ability to manage relationships with external partners and vendors. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons Our Marketing team is the driving force behind the creativity and growth at BDO. Marketing has a broad remit here. Their main goal is to equip the business to win and there are teams covering most touchpoints of the customer journey. Highlights include a national advertising campaign, the launch of a new firm-wide sales planning process and the implementation of new digital marketing tools. Because we know that great ideas can come from anywhere, you can be sure you'll be heard and have the chance to make a real impact. You'll be supported to build your career, but also to be yourself in the office. Help the firm succeed by staying ahead of the latest market trends, confidently implementing your ideas and collaborating with a range of shareholders. You'll be rewarded with a great work-life balance and a career with real purpose. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. The Marketing Operations Director is a senior-level role responsible for developing and implementing effective processes to support the Marketing, Sales, & Central Operations to function effectively and ensure the efficient use of marketing technology, data analytics, and processes. This role is crucial for driving operational excellence within MSC, ensuring alignment with BDO firm-wide objectives, and leading teams of marketing delivery professionals. The Director will collaborate with various departments, including Streams, IT, Finance, and Data Office teams, to ensure optimised campaign execution, budget management, and regulatory compliance. In this challenging and rewarding role you'll: Marketing Strategy & Vision: Define and implement a comprehensive marketing operations vision and strategy supporting MSC's overall strategy, to drive intelligent decision-making through precise data analysis. Oversee the entire marketing operations roadmap, including evaluation, selection, implementation, and customisation of marketing technology to meet functional needs. Budget & Financial Management: Collaborate with budget owners to develop, manage, and administer the marketing budget, ensuring proper cost tracking and accountability. Partner with analytics teams to report on marketing performance metrics, including customer lifetime value and acquisition cost, and provide insights for data-driven strategy. Data Analysis & Marketing Performance: Take the lead to build the necessary infrastructure to allow tracking and reporting of marketing funnels, including key metrics such as volume, conversion rates, and value, with segmentation by sector, stream, geography, and persona. Collaborate with the national streams marketing teams to leverage engagement data for more effective marketing strategies. Team Leadership & Development: Build, lead, and develop a high-performing marketing operations and delivery team by providing coaching, development opportunities, and filling talent gaps where needed. Ensure that policies, procedures, and processes are clearly defined, documented, and adhered to, promoting operational efficiency and data accuracy. Technology Management: Own the marketing technology stack, ensuring it is maintained, optimised, and customised for users. Identify opportunities to simplify and improve systems and processes, avoiding unnecessary complexity and customisation. Project & Campaign Coordination: Line management of Head of Marketing Engagement, with subsequent oversight of team delivering on projects and integrated marketing campaigns from planning to execution and post-campaign analysis. Line of sight to ensure infrastructure and operational marketing projects - such as improved reporting or investment in martech stack - are executed efficiently and align with the strategic goals of the PMDs and Streams. Stakeholder & Vendor Relationship Management: Regularly engage stakeholders across MSC, streams, Central Operations, and external vendors to align on marketing performance and strategies. Manage external partnerships, where necessary, and negotiate contracts with vendors to optimise marketing resources. Risk & Compliance Management: Ensure compliance with relevant regulatory requirements and industry standards, proactively identifying and mitigating operational risks. You'll be someone with: Bachelor's degree in Marketing , Business Administration, or a related field. Extensive proven experience in marketing operations, with experience in a management role. Expertise in marketing technology, including designing and managing a marketing technology stack. Strong analytical, organisational, and project management skills. Proven track record of managing large budgets and driving data-driven marketing decisions. Excellent communication skills, both verbal and written, with the ability to influence cross-functional teams and senior leadership. Ability to multitask, prioritise, and thrive in a fast-paced environment. Experience with enterprise software, SaaS, and knowledge of GDPR and related regulations is a plus. Strategic and analytical mindset with attention to detail. Strong leadership presence with experience managing and developing high-performance teams. Proficiency in MS Office and marketing analytics tools. Ability to manage relationships with external partners and vendors. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
Oct 03, 2025
Full time
Ideas People Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We'll broaden your horizons Our Marketing team is the driving force behind the creativity and growth at BDO. Marketing has a broad remit here. Their main goal is to equip the business to win and there are teams covering most touchpoints of the customer journey. Highlights include a national advertising campaign, the launch of a new firm-wide sales planning process and the implementation of new digital marketing tools. Because we know that great ideas can come from anywhere, you can be sure you'll be heard and have the chance to make a real impact. You'll be supported to build your career, but also to be yourself in the office. Help the firm succeed by staying ahead of the latest market trends, confidently implementing your ideas and collaborating with a range of shareholders. You'll be rewarded with a great work-life balance and a career with real purpose. We'll help you succeed Leading organisations trust us because of the quality of our advice. That quality grows from a thorough understanding of their business, and that understanding comes from working closely with them and building long-lasting relationships. You'll be someone who is both comfortable working proactively and managing your own tasks, as well as confident collaborating with others and communicating regularly with senior managers, directors, and BDO's partners to help businesses effectively. You'll be encouraged to identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with. The Marketing Operations Director is a senior-level role responsible for developing and implementing effective processes to support the Marketing, Sales, & Central Operations to function effectively and ensure the efficient use of marketing technology, data analytics, and processes. This role is crucial for driving operational excellence within MSC, ensuring alignment with BDO firm-wide objectives, and leading teams of marketing delivery professionals. The Director will collaborate with various departments, including Streams, IT, Finance, and Data Office teams, to ensure optimised campaign execution, budget management, and regulatory compliance. In this challenging and rewarding role you'll: Marketing Strategy & Vision: Define and implement a comprehensive marketing operations vision and strategy supporting MSC's overall strategy, to drive intelligent decision-making through precise data analysis. Oversee the entire marketing operations roadmap, including evaluation, selection, implementation, and customisation of marketing technology to meet functional needs. Budget & Financial Management: Collaborate with budget owners to develop, manage, and administer the marketing budget, ensuring proper cost tracking and accountability. Partner with analytics teams to report on marketing performance metrics, including customer lifetime value and acquisition cost, and provide insights for data-driven strategy. Data Analysis & Marketing Performance: Take the lead to build the necessary infrastructure to allow tracking and reporting of marketing funnels, including key metrics such as volume, conversion rates, and value, with segmentation by sector, stream, geography, and persona. Collaborate with the national streams marketing teams to leverage engagement data for more effective marketing strategies. Team Leadership & Development: Build, lead, and develop a high-performing marketing operations and delivery team by providing coaching, development opportunities, and filling talent gaps where needed. Ensure that policies, procedures, and processes are clearly defined, documented, and adhered to, promoting operational efficiency and data accuracy. Technology Management: Own the marketing technology stack, ensuring it is maintained, optimised, and customised for users. Identify opportunities to simplify and improve systems and processes, avoiding unnecessary complexity and customisation. Project & Campaign Coordination: Line management of Head of Marketing Engagement, with subsequent oversight of team delivering on projects and integrated marketing campaigns from planning to execution and post-campaign analysis. Line of sight to ensure infrastructure and operational marketing projects - such as improved reporting or investment in martech stack - are executed efficiently and align with the strategic goals of the PMDs and Streams. Stakeholder & Vendor Relationship Management: Regularly engage stakeholders across MSC, streams, Central Operations, and external vendors to align on marketing performance and strategies. Manage external partnerships, where necessary, and negotiate contracts with vendors to optimise marketing resources. Risk & Compliance Management: Ensure compliance with relevant regulatory requirements and industry standards, proactively identifying and mitigating operational risks. You'll be someone with: Bachelor's degree in Marketing , Business Administration, or a related field. Extensive proven experience in marketing operations, with experience in a management role. Expertise in marketing technology, including designing and managing a marketing technology stack. Strong analytical, organisational, and project management skills. Proven track record of managing large budgets and driving data-driven marketing decisions. Excellent communication skills, both verbal and written, with the ability to influence cross-functional teams and senior leadership. Ability to multitask, prioritise, and thrive in a fast-paced environment. Experience with enterprise software, SaaS, and knowledge of GDPR and related regulations is a plus. Strategic and analytical mindset with attention to detail. Strong leadership presence with experience managing and developing high-performance teams. Proficiency in MS Office and marketing analytics tools. Ability to manage relationships with external partners and vendors. You'll be able to be yourself; we'll recognise and value you for who you are and celebrate and reward your contributions to the business. We're committed to agile working, and we offer every colleague the opportunity to work in ways that suit you, your teams, and the task at hand. At BDO, we'll help you achieve your personal goals and career ambitions, and we have programmes, resources, and frameworks that provide clarity and structure around career development. We're in it together Mutual support and respect is one of BDO's core values and we're proud of our distinctive, people-centred culture. From informal success conversations to formal mentoring and coaching, we'll support you at every stage in your career, whatever your personal and professional needs. Our agile working framework helps us stay connected, bringing teams together where and when it counts so they can share ideas and help one another. At BDO, you'll always have access to the people and resources you need to do your best work. We know that collaboration is the key to creating value for the companies we work with and satisfying experiences for our colleagues, so we've invested in state-of-the-art collaboration spaces in our offices. BDO's people represent a wealth of knowledge and expertise, and we'll encourage you to build your network, work alongside others, and share your skills and experiences. With a range of multidisciplinary events and dedicated resources, you'll never stop learning at BDO. We're looking forward to the future At BDO, we help entrepreneurial businesses to succeed, fuelling the UK economy. Our success is powered by our people, which is why we're always finding new ways to invest in you. Across the UK thousands of unique minds continue to come together to help companies we work with to achieve their ambitions We've got a clear purpose, and we're confident in our future, because we're adapting and evolving to build on our strengths, ensuring we continue to find the right combination of global reach, integrity and expertise. We shape the future together with openness and clarity, because we believe in empowering people to think creatively about how we can do things better.
