Mosaic.tech is hiring a
Customer Success Manager

Summary

The Customer Success Manager - Financial Consultant role at Mosaic involves automating customers' FP&A workflows and building financial models using Mosaic's software. The position requires 4+ years of experience in financial consulting, finance, accounting, investment banking, or a related field.

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
• 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 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

Responsibilities

• Leverage technical background in FP&A to build customers' financial models and dashboards using Mosaic’s software
• Automate customers' modeling and KPI reporting processes using Mosaic’s application
• Analyze customers' models and reporting, quickly understand the assumptions driving the model, and leverage product expertise to architect and build solutions in Mosaic
• Present solutions and methodologies to the customer to enable them to hold the pen on their models and dashboards post-onboarding
• 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
• Gain exposure to complex models across various industries, business models, and company sizes
• Partner and mentor junior financial consultants on projects, driving customer outcomes
• Collaborate directly with leadership to establish best practices and implement operational efficiencies to scale the department
• 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

Preferred Qualifications

• Experience with software business models
• Experience working in a start-up environment
• Experience working with ERP, CRM, Billing & HRIS systems
• Experience implementing ERP, CRM or FP&A software
• Experience with Data including SQL and BI tools

Benefits

• $115,000 - $150,000 a year
• Competitive equity and benefits package