Customer Success (finance/EPM)

Abacum is the leading Business Planning solution for finance teams to drive performance. By automating reporting, enabling collaboration, and simplifying planning and forecasting, we help finance teams shift from number crunching to driving strategic decisions. We are looking for a Product Ambassador to join our growing team and help shape the future of FP&A. In this role, you’ll be a trusted partner to our Customer Success Managers (CSMs) by understanding how to reduce churn in their portfolios and by leading complex technical sessions with customers. You will be a mentor to our customers and will teach them how to better leverage our platform to transform their planning and decision making processes to accelerate business outcomes.

Responsibilities

Be a Technology Advocate: Lead in-depth technical conversations with customers, showcasing your expertise and our platform’s capabilities; Be a Customer Mentor: Conduct compelling trainings and demonstrations of our platform, highlighting its value and benefits. Serve as a strategic partner to our customers and recommend them best practices on how to leverage Abacum in an FP&A context; Work Alongside Customer Success Managers: Partner with CSMs who manage customer relationships and opportunities to help drive customer utilization and value realization to foster renewals. You will also help our team to identify expansion opportunities in customer accounts; Act as the Bridge Between Teams: Act as a vital link between CSMs, Research, Product, FP&A/Implementation, and Sales. Be a L&D resource for our CSMs to explain updates to our product and the best way for them to upsell them to their customers.

Requirements

Proactive, with a strategic mindset who thrives on continuous improvement; Thrives on building trust with both technical and non-technical stakeholders; Has experience in working as part of a high-performance CSM team and can collaborate across functions; Is passionate about driving adoption and utilization of software solutions; You excel at crafting Technical Adoption Plans; A natural communicator with a problem-solving mindset; Technical understanding of FP&A software OR Customer Success experience; 2+ years of B2B experience in implementation/customer success, ideally for a financial software; or 2+ years of FP&A experience (especially business partnering) and looking for a change of direction into a customer success role; Experience driving software adoption with customers and technical leaders; Strong communication, presentation, and collaboration skills

Benefits

Competitive compensation including equity package; Competitive vacation policy; Medical Insurance; L&D budget; Access to Meditopia (wellbeing platform); Language courses (English / Spanish)