Business Finance Manager - Customer Success
Core
Turn financial and operational data into insights to drive customer retention, renewal strategies, and investment decisions for the Customer Success organization.
Role type
Senior Strategic Finance Manager (Customer Success)
Builds
Financial reporting, analytics, and strategic planning for Customer Success and Technical Account Manager programs.
Domain
SaaS / Customer Success / Strategic Finance
Deliverable
dashboards & analysis
Required skills
Strategic Finance, FP&A, SaaS metrics (renewals, retention, pipeline, ARR), data analysis, stakeholder management, AI tool usage
Preferred skills
SQL, Tableau, Snowflake, Customer lifecycle management, scalable reporting processes
Technologies
SQL, Tableau, Snowflake, Claude
Responsibilities
Drive monthly renewal and retention analytics; Deliver weekly sales opportunity pipeline insights; Analyze customer behavior and financial data for strategic questions; Lead financial support for annual renewal target planning; Oversee P&L visibility for Technical Account Manager programs; Own the Customer Success Finance web portal; Advance AI tools to automate analysis and reporting; Partner with cross-functional teams to align on SaaS metrics.
Seniority
Senior, hands-on IC