Full-Time

Customer Success Manager

Fp&a

Confirmed live in the last 24 hours

LiveFlow

LiveFlow

11-50 employees

Automates financial reporting and budgeting

Data & Analytics

Mid

New York, NY, USA

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
  • Humble, curious, and hungry to achieve impressive things in life and work
Responsibilities
  • Own a portfolio of important customers and help them succeed using LiveFlow
  • Manage implementation and onboarding to ensure a top-notch customer experience
  • Build financial models to help customers achieve core business goals
  • Work cross-functionally with sales, product, and engineering to turn customer requests into products
  • Dive deep into the product, understand customers, and be an expert in LiveFlow's solution
  • Help establish the Customer Success team and shape inbound and outbound strategies

LiveFlow is an advanced financial reporting platform that automates department budgeting and provides real-time FP&A capabilities, allowing users to create live, customizable reports and dashboards without manual work. The platform offers features such as live budget vs actuals, consolidation of multiple entities, vendor spend tracking, and flexible report customization within a secure SOC-2 compliant environment.

Company Stage

Seed

Total Funding

$4M

Headquarters

New York, New York

Founded

2021

Growth & Insights
Headcount

6 month growth

8%

1 year growth

30%

2 year growth

225%