Full-Time

Customer Success Manager

Posted on 6/27/2024

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 Success
Customer Success & Support
Customer Success Management
Sales & Account Management
Requirements
  • At least 2+ years of either: Banking, finance, or accounting experience with client-facing exposure
  • 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

Series A

Total Funding

$20.7M

Headquarters

Redwood City, California

Founded

2020

Growth & Insights
Headcount

6 month growth

44%

1 year growth

24%

2 year growth

176%
Simplify Jobs

Simplify's Take

What believers are saying

  • Integration with Xero expands market reach beyond QuickBooks Online users.
  • $13.5 million Series A funding supports team expansion and R&D investment.
  • LiveFlow Next offers advanced tools, attracting sophisticated users seeking cutting-edge solutions.

What critics are saying

  • Increased competition from Microsoft and Google threatens LiveFlow's market share.
  • Reliance on QuickBooks Online exposes LiveFlow to potential service disruptions.
  • Rapid U.S. expansion may strain resources, affecting service quality.

What makes LiveFlow unique

  • LiveFlow automates financial workflows, reducing manual effort for finance professionals.
  • The platform transforms Google Sheets and Excel into real-time FP&A dashboards.
  • LiveFlow integrates directly with QuickBooks Online for seamless financial data consolidation.

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