FP&A Technical Account Manager
New
J
JobgetherFinancial technology
Fully remote work from anywhere in the United StatesFull-TimeManager
SalaryAnnual base salary ranging from $90,000 to $110,000 USD
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Job Details
- Experience
- One to three years of experience in software implementation, consulting, technical account management, or a similar customer-facing role.
- Required Skills
- Project ManagementMicrosoft Excel
Requirements
- Have one to three years of experience in software implementation, consulting, technical account management, or a similar customer-facing role.
- Bring finance or accounting experience; this is preferred.
- Demonstrate advanced Microsoft Excel proficiency, including formulas, VLOOKUP, PivotTables, Power Query, and complex financial models.
- Understand financial reporting requirements and translate them into practical technical solutions.
- Have a bachelor’s degree or equivalent professional experience.
- Engage confidently and professionally with senior finance stakeholders, including CFOs, VPs, and Directors of Finance.
- Be able to understand customer challenges, identify product solutions, explain technical concepts, and guide customers toward business outcomes.
- Manage multiple customer engagements, implementation priorities, and deadlines with organization and attention to detail.
- Work effectively with cross-functional teams and contribute to scalable processes and customer experience improvements.
Responsibilities
- Partner with existing customers to understand their needs, design tailored solutions, and implement additional products.
- Guide customers through product features, integrations, and capabilities as a subject matter expert across the product portfolio.
- Advise customers on financial planning, analysis, reporting, and spreadsheet-based workflows.
- Build and maintain relationships with CFOs, Controllers, Vice Presidents, and Directors of Finance.
- Collaborate with Product, Marketing, and Operations on strategic initiatives, customer insights, go-to-market strategies, and product improvements.
- Create and maintain playbooks, documentation, resources, and repeatable processes for implementations and customer expansion.
- Identify opportunities to increase product adoption, resolve customer challenges, and support retention and account growth.
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