Engagement Associate

ABOUT the company

The company is an AI-native platform for Financial Planning & Analysis (FP&A), an established software category with a multi-billion market but no clear winner. We’re trying to solve a problem many finance teams are super familiar with: data scattered across a million systems, endless spreadsheets and way too much time spent getting numbers to line up instead of actually using them to make decisions.

The company was founded by Albert Gozzi and Santiago Perez De Rosso, two technical founders with backgrounds from Stanford and MIT and experience working at top-tier companies such as Google, Microsoft and Bain & Company. We’re backed by top VCs (Khosla Ventures, Bain Capital Ventures, YC, Picus Capital), and work with customers like Webflow, Notion, Zapier, Y Combinator and many others.

We are hiring remotely across the Americas (United States, Canada, LATAM).

🔍 WHAT WE'RE LOOKING FOR

The company is searching for a highly motivated individual to become the trusted partner of our customers as they upgrade their FP&A infrastructure with the company. This unique role combines customer success responsibilities with data analytics expertise, offering an exciting opportunity to apply your financial skills in a client-facing, impact-driven environment. You will dive deep into their financial infrastructure to onboard them onto the company and become their main point of contact as they expand their the company implementation across use cases (i.e. reporting, budgeting, headcount planning).

We are a small, high-impact team, so you will play an important role in scaling our customer success strategy and keep it aligned with our overall vision and goals. Also, you will collaborate with our product and engineering teams to incorporate customer feedback into the product roadmap.

👷 WHAT YOU’LL BE DOING

• Determine and establish effective ways to enhance our customers’ FP&A setup with the company

• Develop lasting, trust-based partnerships with our customers.

• Monitor key usage metrics, identify growth opportunities, and expand the company’s impact.

• Shape the future of the product - bring the voice of the customer to our product and engineering teams and strategically advise on the future of the product

📝 WHAT YOU BRING

• 2-3 years of FP&A/Consulting/Technical Implementation experience

• Excel/Google Sheets modeling expertise

• You have an ownership mentality and are excited to take on responsibility

• You thrive in a fast-paced and dynamic environment

• You are passionate about working closely with customers

• You are comfortable working in a remote team

• 1 year of experience at an early stage tech startup preferred

🌞 ADDITIONAL INFORMATION, PERKS + BENEFITS

Learn more here! [link for members]

While this is a remote-first opportunity, we're focusing on candidates within the Americas to better align with our working hours as a team.

The company is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. The company makes hiring decisions based solely on qualifications, merit, and business needs at the time.