FP&A Customer Success Manager
New
100% remote-based anywhere in the United States, work your local time zoneFull-TimeMiddle
Salary90,000 - 115,000 USD per year
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Job Details
- Experience
- 2+ years
- Required Skills
- Data AnalysisAccountingBudgetingRelationship managementCustomer Success
Requirements
- 2+ years of experience in customer success, consulting, or similar customer-facing role
- Finance or accounting background
- Deep knowledge and solid experience in advanced Excel functions (formulas, Vlookup, Pivot Table, Power Query and complex models)
- Strong communication and relationship-building skills
- Comfortable with upselling and renewal conversations
- Bachelor's degree or equivalent experience
Responsibilities
- Understand current client situations, helping simplify models and existing data.
- Create a detailed business analysis, outlining problems, opportunities and solutions for our customers by successful advising on: Budgeting and forecasting, planning and monitoring, financial modeling, standard reporting and more.
- Manage, interpret, and validate all data that is produced by the customer, maintaining the focus on improving the quality of customer care.
- Provide recommendations for possible process changes to help optimize current procedures in support of maximizing outcomes.
- Build long term strategic relationships with customers, gather requirements, and follow through with necessary financial reporting support.
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