Overview
This role involves partnering closely with customers to upgrade their Financial Planning & Analysis (FP&A) infrastructure using a specialized AI-native platform. It combines customer success responsibilities with data analytics expertise, providing an opportunity to apply financial skills in a client-facing, impact-driven environment. The individual will onboard customers onto the platform and serve as their main point of contact as they expand its use across various functions such as reporting, budgeting, and headcount planning.
Responsibilities
- Identify and implement effective enhancements to 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 the platform's impact
- Represent the customer's voice to product and engineering teams, providing strategic advice on product development
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 setting
- Preferred: 1 year of experience at an early-stage technology startup
Location
Remote work environment
Compensation & Benefits
Not specified in the description.