Senior Finance Analyst, Customer Success Strategy

Summary

Join HubSpot's Customer Success Strategic Finance team as a Senior Financial Analyst and help millions of organizations grow better. You will partner with business leaders, leveraging your analytical skills to make data-driven decisions. This role involves building sophisticated financial models, synthesizing data into compelling stories, and presenting findings to senior leaders. You will drive strategic analysis to improve customer retention and product adoption, and shape initiatives in undefined areas. The ideal candidate possesses advanced analytical and financial modeling skills, exceptional communication abilities, and a strategic mindset. This position offers significant career growth potential.

Requirements

• A track record of success. 3+ years of high-performance experience, working in strategy consulting or tech finance is a plus, as is exposure to working with/in GTM functions
• Bachelor’s degree in Economics, Finance, Accounting, or equivalent experience
• Advanced analytical and financial modeling skills with the ability to structure ambiguity, extract insights from data, and enthusiastic utilization of AI tools are table stakes of this position
• Exceptional communication and storytelling – you don’t just crunch numbers, you explain what they mean and why they matter
• Strategic, curious mindset – someone who’s always asking “why?”, thinks beyond the numbers, and seeks to shape business direction
• Collaborative, proactive approach to cross-functional partnership – especially with Commercial/GTM teams
• Ownership and initiative, with a bias toward action and innovation
• Culture multipliers. Culture is something we value highly at HubSpot, and we’re looking for someone to add to it – embodying our tenets of H.E.A.R.T. and helping build not just a high performing team, but a positive, supportive one as well

Responsibilities

• Drive strategic analysis to uncover opportunities that improve customer retention, product adoption, and customer health
• Build sophisticated yet flexible models that inform Customer Success strategy, forecast outcomes, and simulate business scenarios
• Synthesize data and insights into compelling stories and strategic recommendations for senior leaders
• Act as a thought partner to CS stakeholders, embedding yourself in their strategic priorities and providing guidance grounded in data
• Shape and lead white space initiatives, where you’ll be expected to create structure, propose frameworks, and influence direction in new, undefined areas
• Present findings to executives and help steer Customer Success strategy through effective communication and stakeholder management

Preferred Qualifications

MBA/CPA is nice to have