What You'll Do
Lead clients from initial setup through long-term platform adoption, ensuring they achieve measurable success at every stage. Conduct multiple high-impact sessions each day, delivering hands-on training and modeling support tailored to client needs.
Develop and refine financial forecasts, balance sheets, income statements, and scenario analyses to align with client goals. Collaborate with product and customer success teams to enhance onboarding workflows and identify opportunities for improvement.
Track key outcomes including time-to-value, user independence, and retention, using data to guide client progress and inform internal strategy.
Requirements
- Strong grasp of financial modeling, forecasting, and scenario analysis
- Proficiency with SQL and experience working with structured datasets
- Background in SaaS onboarding, financial planning & analysis, or client-facing consulting
- Excellent communication skills and proven ability to build strong client relationships
- Problem-solving orientation with sharp analytical judgment
- Skill in managing priorities and adapting quickly in a fast-paced environment
Benefits
- Remote-first culture with flexibility to work from anywhere in North America
- Quarterly in-person gatherings in San Francisco
- Access to office spaces in San Francisco and New York City
- Support for travel to meet colleagues face-to-face
- Generous equity package for early employees
- Opportunities to learn from diverse business models and operational strategies
- Transparent, open culture that values accountability and growth
Our Values
Give a Shit: We value deep personal commitment—people who care intensely about the quality and impact of their work.
Create Clarity: We seek truth by asking why, digging into complexity, and delivering clear, actionable insights.
Build Trust: We foster safety through honesty, active listening, and consistent follow-through.
Raise the Bar: We challenge norms, iterate relentlessly, and push for results that inspire others to do the same.
