Business Finance Manager - Customer Success

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Posted Sep 4, 2026

Remote · US · ask about Worldwide Full Time

$106.9K – $188.1K/yr

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Overview

This role supports the Customer Success organization by turning financial and operational data into insights that help senior leaders understand customer behavior, strengthen retention strategies, and make informed investment decisions. You will partner across Finance and Customer Success to influence planning, performance management, and executive decision making, with visibility into renewals, retention, pipeline, ARR, and the economics of Technical Account Manager programs.

Additional focus includes expanding how Strategic Finance uses AI, analytics, and automation to improve reporting quality, accelerate insights, and scale decision support.

Responsibilities

Drive monthly renewal and retention analytics that surface customer behavior trends, performance drivers, and actionable insights for Customer Success and executive leadership
Deliver weekly Customer Success sales opportunity pipeline insights to improve leadership visibility into performance, risks, and emerging opportunities
Analyze customer behavior and financial data to answer strategic business questions and inform Customer Success priorities, resource decisions, and retention strategies
Lead financial support for annual renewal target planning, connecting historical performance, business assumptions, and customer trends to actionable targets
Oversee financial performance and P&L visibility for Technical Account Manager programs, identifying trends and insights that support sustainable investment decisions
Own the Customer Success Finance web portal for the Chief Customer Officer, ensuring leaders have clear, timely access to relevant financial and operational insights
Advance the use of AI tools, including Claude and other emerging capabilities, to automate analysis, strengthen reporting, and expand the scale and quality of Strategic Finance insights
Partner with Customer Success, Finance, and senior leaders to drive alignment on key SaaS metrics, translate complex analysis into clear recommendations, and improve business decision making

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Requirements

6+ years of experience in Finance, Strategic Finance, FP&A, Consulting, or a related analytical discipline
Strong understanding of revenue and SaaS business metrics, including renewals, retention, pipeline, and ARR
Demonstrated ability to translate complex financial and operational data into clear insights and recommendations for business leaders
Proven experience managing multiple priorities independently while maintaining strong analytical rigor and attention to detail
Excellent communication and stakeholder management skills, with the ability to frame strategic questions and influence cross-functional decision making
Experience using AI-powered tools to improve analysis, reporting, automation, or productivity
Strong record of collaboration, curiosity, sound judgment, and empathy when working across teams and with senior stakeholders

Preferred Qualifications

Experience in a SaaS, cloud software, subscription, or recurring revenue business
Proficiency with SQL, Tableau, Snowflake, or comparable data querying, analytics, and visualization tools
Experience supporting Customer Success, renewals, retention, or other customer lifecycle organizations
Background developing scalable reporting or analytical processes that improve visibility and decision support

Compensation & Benefits

Compensation: $106,900.00 - $188,100.00 (market-competitive; actual salary varies by experience, qualifications, skills, and location). This role might also be eligible for a commission or performance-based bonus opportunities.

Benefits include: