Financial Analyst, Services and Onboarding

Overview

This Client Data Specialist role on the Customer Success team supports venture capital firms by collecting, organizing, and maintaining the integrity of their portfolio data. The position also involves owning and improving internal AI tooling, workflows, and prompting systems.

Responsibilities

• Ingest and process portfolio data provided by portfolio companies for venture capital firms, including portfolio company updates and data collected directly through the application.
• Extract, transform, and map raw data from multiple formats (e.g., Excel, PDF, CSV) into structured data used within the platform.
• Verify data accuracy against source documentation, ensuring both figures and qualitative information are represented correctly; act as “Human in the Loop” while refining the AI parsing engine.
• Collaborate cross-functionally with Customer Success and Product Support teams to ensure data workflows align with client expectations.
• Own internal AI agent workflows and prompt design, continuously improving data processing automation and operational efficiency.
• Test, evaluate, and refine prompt structures and automation protocols to maximize accuracy and performance.
• Work with engineering, product, and operations to scale AI usage in customer workflows and internal tooling.
• Provide reactive and proactive customer support for product-related questions and requests.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related discipline.
• 2+ years of experience working with financial and operational data, ideally in a finance, accounting, or business context; CPA designation is preferred.
• Strong proficiency in data manipulation and working with software applications (e.g., Excel/Google Sheets), including the ability to interpret and translate unstructured data into structured formats.
• Excellent organizational and communication skills, with the ability to manage large data sets and client interactions simultaneously with attention to detail.
• Self-starter with strong ownership and reliability, able to thrive in a remote, fast-paced, evolving environment.
• Bias for action and speed, with the ability to turn insights into impactful changes.
• Interest in working within a small, growth-minded team.

Preferred Qualifications

• Experience working at a high-growth B2B SaaS company.
• Experience in venture capital, private equity, or financial services.
• Familiarity with portfolio company reporting, including investor updates and KPI reporting.
• Experience working with or managing AI tooling, including prompt engineering and performance evaluation.

Compensation & Benefits

• Annual Salary: $75,000 - $110,000 (USD), depending on experience and location
• 100% Health, Dental, and Vision coverage + 401(k)
• Unlimited PTO
• Two paid team offsites per year
• Support for coworking space or home office upgrades

Location

• Remote-first role open to candidates across the US.
• Preference for candidates based in or near Austin, Chicago, Denver, or Indianapolis.
• Workday must overlap by at least 6 hours with Chicago, IL, USA

Interview Process

• Application review; if your application is thoughtful, the organization aims to respond within one week.
• Part I: Phone screen with a team member.
• Part II: Deeper skills interview.
• Part III: Small project related to the role (less than a day to complete); paid for work.
• Part IV: Final interview with the CEO & Founder.