Customer Success Manager - Strategic Finance

2 days ago

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Mosaic.tech

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Mosaic is a Strategic Finance Platform that transforms the way business gets done

51 - 200

Description

• Own customer onboarding projects, strategizing on best practice Mosaic setup while understanding customers' data, business model and overall objectives. • Assist customers with creating financial models, metrics, and dashboards using the Mosaic Planning and Analytics solution, including multiple budget scenarios, headcount planning, department-level forecasting, and other key features. • Gain exposure to complex models across various industries, business models, and company sizes. • Partner and mentor junior financial consultants on projects, driving customer outcomes and determining prioritization. • Spearhead and influence future product development by serving as a voice of the customer and sharing/prioritizing feedback with the Product team. • Collaborate closely with various teams, including Account Management, Support, Data, R&D, Sales, & Marketing, to ensure world-class customer satisfaction.

Requirements

• 4+ years of professional experience working in financial consulting, finance, accounting, investment banking, or a related field. • Exceptional analytical skills including financial modeling and in-depth analysis (modeling exercise will be part of the interview process). • Strong understanding of FP&A processes, workflows and objectives • Aptitude for quickly ramping up on new technology and product updates. • Quick learner with a desire to understand sophisticated systems and software behavior. • Attention to detail, strong organizational & project management skills. • Demonstrated track record as a trusted business partner (internal and/or external) with the ability to effectively communicate with varied personas and backgrounds. • Sharp communication skills including strong verbal and business writing skills. • Deep appreciation and comfort diving into the weeds while also being able to take a step back to think strategically. • Willing to learn and be receptive to feedback, open and enthusiastic when challenged, and roll up your sleeves to tackle anything that comes your way.