We are looking for a passionate, customer-focused Customer Success Manager to lead the implementation and ongoing success of the CONNECT product for our customers.
As a CSM, youll be the trusted advisor and main point of contact for finance professionalsfrom mid-level managers to C-suite executiveshelping them unlock the full potential of CONNECT. This is a fantastic opportunity to apply your FP&A knowledge in a tech-forward environment, drive high-impact engagements, and join a growing team with lots of room for professional growth.
What You'll Do:
Leverage CONNECT to deliver clients impactful, real-time reporting solutions across Excel, ERP, CRM, and HRIS systems. Seamlessly access and integrate data from multiple sourcesdirectly within Excel.
Provide recommendations for possible process changes to help optimize current procedures and maximize outcomes.
Build long-term strategic relationships with customers, gather requirements, and follow through with necessary financial reporting support.
As a CSM, youll be the trusted advisor and main point of contact for finance professionalsfrom mid-level managers to C-suite executiveshelping them unlock the full potential of CONNECT. This is a fantastic opportunity to apply your FP&A knowledge in a tech-forward environment, drive high-impact engagements, and join a growing team with lots of room for professional growth.
What You'll Do:
Leverage CONNECT to deliver clients impactful, real-time reporting solutions across Excel, ERP, CRM, and HRIS systems. Seamlessly access and integrate data from multiple sourcesdirectly within Excel.
Provide recommendations for possible process changes to help optimize current procedures and maximize outcomes.
Build long-term strategic relationships with customers, gather requirements, and follow through with necessary financial reporting support.
Requirements:
1-3 years of experience in finance or FP&A.
Native English language proficiency.
A deep understanding of corporate finance work processes, with an emphasis on standard reporting (P&L, cash flows, budgets, and forecasts).
Deep knowledge and solid experience in advanced Excel functions (formulas, VLOOKUP, Pivot Table, Power Query, and complex models).
The role involves communicating with CFOs, Finance VPs, and Directors from leading US companies, requiring the ability to engage in professional conversations.
Experience with various BI tools, ERP systems, and software implementation.
Bachelor's Degree or equivalent, preferably in finance, accounting, or a similar field.
1-3 years of experience in finance or FP&A.
Native English language proficiency.
A deep understanding of corporate finance work processes, with an emphasis on standard reporting (P&L, cash flows, budgets, and forecasts).
Deep knowledge and solid experience in advanced Excel functions (formulas, VLOOKUP, Pivot Table, Power Query, and complex models).
The role involves communicating with CFOs, Finance VPs, and Directors from leading US companies, requiring the ability to engage in professional conversations.
Experience with various BI tools, ERP systems, and software implementation.
Bachelor's Degree or equivalent, preferably in finance, accounting, or a similar field.
This position is open to all candidates.
