Experienced Full Stack Customer Success Manager – Financial Planning & Analysis

Are you a seasoned professional with a passion for finance and customer success? Do you thrive in a fast-paced, dynamic environment where no two days are ever the same? Look no further! blithequark is seeking an experienced Full Stack Customer Success Manager to and help drive the success of our financial planning and analysis platform. As a key member of our customer success team, you will be responsible for advising finance professionals from middle management through the C-suite, customizing their blithequark platform, and training them on product updates. If you're looking for a fantastic opportunity to join a growing startup in a role with massive impact, we would love to meet you! About blithequark blithequark is a leading provider of financial planning and analysis software that automates data consolidation, reporting, and planning while enabling finance teams to continue using their own Excel spreadsheets and financial models. Our platform integrates with the most popular accounting software, ERPs, and CRMs, so all your data can be consolidated. Reduce risk, make informed decisions, and ensure stakeholders have the most reliable data at their fingertips. Transform your Excel into a lean, mean, FP&A machine! What You'll Do As a Full Stack Customer Success Manager, you will be responsible for: * Understanding current client situations, helping simplify models and existing data * Creating a detailed business analysis, outlining problems, opportunities, and solutions for our customers by successfully advising on: + Budgeting and forecasting + Planning and monitoring + Financial modeling + Standard reporting and more * Managing, interpreting, and validating all data that is produced by the customer, maintaining the focus on improving the quality of customer care * Providing recommendations for possible process changes to help optimize current procedures in support of maximizing outcomes * Building long-term strategic relationships with customers, gathering requirements, and following through with necessary financial reporting support Requirements To be successful in this role, you will need: * 2+ years of experience in customer success, consulting, or similar customer-facing role, and a finance or accounting background * Deep knowledge and solid experience in advanced Excel functions (formulas, Vlookup, Pivot Table, Power Query, and complex models) * Strong communication and relationship-building skills - this role involves creating and managing business relationships with CFOs, VPs, and Directors of Finance, and other customers from leading US companies, requiring the ability to engage in professional conversations, manage expectations, and guide customers to a positive outcome * Comfortable with upselling and renewal conversations * Bachelor's degree or equivalent experience What We Offer As a member of our team, you can expect: * A collaborative, team-oriented environment, the ability to own your own schedule (work your local time zone), and the opportunity to grow at blithequark over many years * Base compensation - The target base salary range will be between $85-100k USD per year, based on multiple factors including prior experience, skills, and location. We are open to candidates with varying levels of experience * Parental leave * Meaningful equity * US: 401(k) plan with up to 4% match * Canada: 4% RRSP contributions * US: Top-of-the-line healthcare (medical, vision, and dental), with 100% paid coverage for employees + generous coverage for dependents * Canada: Extended healthcare coverage * Flexible PTO + 12 paid company holidays * Life insurance * And more! What We Need We are committed to building a diverse and inclusive workplace and are an equal opportunity employer. We provide equal employment opportunities to all employees and applicants of any type and do not discriminate based on race, color, religion, national origin, gender, age, sexual orientation, physical or mental disability, genetic information or characteristic, gender identity and expression, veteran status, or other non-job-related characteristics or other prohibited grounds specified in applicable federal, state, and local laws. If you're a motivated and experienced professional looking for a new challenge, please through the link below.