Business Finance Manager – Customer Success

This is a fully remote position, open to applicants in United States.

📋 Description

• Lead the analysis of monthly renewal and retention metrics for Customer Success and executive management.

• Provide insights on the weekly Customer Success sales opportunity pipeline.

• Examine customer behavior and financial data to guide priorities, resource allocation, and retention strategies.

• Spearhead financial support for planning annual renewal targets.

• Manage the financial performance and P&L visibility of Technical Account Manager programs.

• Oversee the Customer Success Finance web portal for the Chief Customer Officer.

• Enhance AI tools, such as Claude, to automate analysis and improve reporting.

• Collaborate with Customer Success, Finance, and senior leadership on SaaS metrics, recommendations, and decision-making processes.

⛳️ Requirements

• Minimum of 6 years of experience in Finance, Strategic Finance, FP&A, Consulting, or a similar analytical field.

• In-depth understanding of revenue and SaaS business metrics, including renewals, retention, pipeline, and ARR.

• Proven capability to convert complex financial and operational data into actionable insights and recommendations for business leaders.

• Demonstrated experience in managing multiple priorities independently while upholding strong analytical rigor and attention to detail.

• Exceptional communication and stakeholder management abilities, capable of framing strategic inquiries and influencing cross-functional decision-making.

• Experience with AI-powered tools to enhance analysis, reporting, automation, or productivity.

• Strong track record of collaboration, curiosity, sound judgment, and empathy while working across teams and with senior stakeholders.

• Background in a SaaS, cloud software, subscription, or recurring revenue business model.

• Proficiency in SQL, Tableau, Snowflake, or similar data querying, analytics, and visualization tools.

• Experience in supporting Customer Success, renewals, retention, or other customer lifecycle functions.

• History of developing scalable reporting or analytical processes that enhance visibility and decision-making support.

🏝️ Benefits

• Medical, Dental, and Vision Insurance.

• Telehealth coverage.

• Flexible work schedules and remote work options.

• Opportunities for development and career advancement.

• Open Time Off in addition to 10 paid holidays.

• 401(k) matching program.

• Adoption Assistance.

• Fertility treatments.

• Paid volunteer time.

• August Free Fridays.

• Well-being resources.

• Regionally tailored programs for employees and their families.

• Mentorship, learning programs, leadership development, and educational support.