Simplify Logo

Full-Time

Customer Success Manager

Confirmed live in the last 24 hours

LiveFlow

LiveFlow

11-50 employees

Automates financial reporting and analysis

Fintech
Financial Services

Compensation Overview

$115k - $125kAnnually

Junior, Mid

New York, NY, USA

Category
Customer Experience
Customer Success & Support
Customer Success Management
Sales & Account Management
Required Skills
Sales
Communications
Requirements
  • At least 2+ years of either: Banking, finance, or accounting experience with client-facing exposure
  • Customer experience/customer success experience working on a highly technical or financial product
  • Top-notch financial modeling skills: you should be extremely comfortable working with spreadsheets, including Index/Match, XLOOKUP, and complicated formulas
  • Excellent communication skills
  • Deep empathy for helping and working with customers
  • Sharp problem-solving skills
  • You are humble, you ask a lot of questions, are naturally curious and hungry to achieve impressive things in life and work
Responsibilities
  • Own a portfolio of our most important customers and help them to be successful using LiveFlow
  • Manage implementation and onboarding to ensure a top-notch customer experience
  • Build financial models to help our customers achieve their core business goals
  • Work cross-functionally with sales, product, and engineering to turn customer requests into products.
  • Dive deep into our product, thoroughly understand customers, and be an expert in LiveFlow's solution.
  • Become one of the early joiners and help establish the Customer Success team; take a key role in shaping and supporting inbound and outbound strategies.

LiveFlow transforms Google Sheets and Excel spreadsheets into real-time financial planning and analysis dashboards. It primarily serves small to medium-sized businesses and accounting firms that use QuickBooks Online for financial management. By integrating with QuickBooks Online, LiveFlow automates the financial reporting process, allowing users to create dashboards that compare budgets to actuals and consolidate data from multiple entities. This reduces the manual effort and time needed for financial reporting. LiveFlow operates on a subscription model, providing clients access to over 100 reporting templates, automatic data refresh, and customizable financial models. Its platform features live data updates and customizable reports, making it user-friendly for businesses aiming to improve their financial reporting and analysis.

Company Stage

Seed

Total Funding

$4.3M

Headquarters

Redwood City, California

Founded

2020

Growth & Insights
Headcount

6 month growth

↑ 13%

1 year growth

↑ 41%

2 year growth

↑ 240%
Simplify Jobs

Simplify's Take

What believers are saying

  • The recent $3.5 million seed funding round, backed by prominent investors, positions LiveFlow for accelerated growth and innovation.
  • LiveFlow's new Consolidation product enhances its platform, making it even more attractive for businesses needing comprehensive financial data management.
  • The educational resources provided through LiveFlow Academy empower users to fully leverage the platform, potentially increasing customer satisfaction and retention.

What critics are saying

  • The fintech market is highly competitive, and LiveFlow must continuously innovate to maintain its edge.
  • Reliance on QuickBooks Online integration means any changes or disruptions in QuickBooks could directly impact LiveFlow's functionality.

What makes LiveFlow unique

  • LiveFlow's seamless integration with QuickBooks Online sets it apart from competitors who may not offer such direct connectivity.
  • The platform's ability to automate and streamline financial reporting within Google Sheets and Excel provides a unique value proposition for SMBs and accounting firms.
  • LiveFlow's subscription-based model, combined with a library of over 100 reporting templates and customizable financial models, offers a comprehensive solution that is both flexible and user-friendly.

Help us improve and share your feedback! Did you find this helpful?