Job Description
📋 Description Partner with customers to design and implement add-on products Serve as technical expert on our product suite for customers Advise on best practices for financial processes and reporting Collaborate with Product, Marketing, and Operations on initiatives Maintain relationships with CFOs, VPs, Directors of Finance, and Controllers Develop and iterate internal playbooks for add-on engagements 🎯 Requirements 1-3 years in software implementation or customer-facing roles; finance background preferred Advanced Excel: formulas, VLOOKUP, PivotTables, Power Query Strong communication and relationship-building with CFOs, VPs, and Directors of Finance Bachelor's degree or equivalent experience 🎁 Benefits Collaborative, team-oriented environment with flexible hours Meaningful equity 401(k) with up to 4% match and HSA/FSA options 100% paid medical, dental, and vision for employees; dependents partially covered $540/year for glasses/contacts through XP Health Calm app membership
