Overview
This role involves partnering with customers to upgrade their Financial Planning & Analysis (FP&A) infrastructure using an AI-native platform designed to streamline data scattered across multiple systems and reduce reliance on spreadsheets. The position combines customer success responsibilities with data analytics expertise, providing an opportunity to apply financial skills in a client-facing, impact-driven environment.
The organization is backed by leading venture capital firms and serves clients including notable technology companies. The team operates remotely across the Americas (United States, Canada, LATAM).
Responsibilities
- Analyze and improve customers' FP&A setups using the platform
- Build and maintain trust-based, long-term partnerships with customers
- Monitor key usage metrics to identify growth opportunities and expand platform impact
- Collaborate with product and engineering teams by conveying customer feedback and advising on product strategy
Requirements
- 2-3 years of experience in FP&A, consulting, or technical implementation
- Expertise in Excel and Google Sheets modeling
- Ownership mentality with eagerness to take on responsibility
- Ability to thrive in a fast-paced, dynamic environment
- Passion for working closely with customers
- Comfortable working in a remote team environment
Preferred Qualifications
- At least 1 year of experience at an early-stage technology startup
Compensation & Benefits
- Salary range: $65,000 - $130,000
- Remote-first position focused on candidates within the Americas to align with team working hours
Location
Remote across the Americas (United States, Canada, LATAM)