Overview
This role involves partnering closely with customers to upgrade their Financial Planning & Analysis (FP&A) infrastructure using a specialized 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 position requires onboarding customers onto the platform and serving as their main point of contact as they expand usage 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
- Collaborate with product and engineering teams by conveying customer feedback and advising strategically on product development
Requirements
- 2-3 years of experience in Financial Planning & Analysis (FP&A)
- Expertise in Excel and Google Sheets modeling
- Strong 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 Qualifications
- At least 1 year of experience at an early-stage technology startup
Location