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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong leadership in managing Engagement Managers and driving customer outcomes through effective onboarding, retention, and expansion strategies. Possesses advanced financial modeling skills and the ability to engage with senior finance leaders to enhance customer success.
Highest-signal resume keywords
FP&A ExperiencePeople LeadershipAdvanced Excel ModelingCustomer EngagementImplementation Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ModelingRetention StrategiesCustomer Growth ProcessesAccount ManagementData Analysis
Soft Skills
CoachingOwnershipIndependenceCommunicationTeam Leadership
Tools & Technologies
ExcelGoogle SheetsERP SoftwareAccounting Software
Industry Keywords
Customer ExperienceEngagement ManagementNet Dollar RetentionPrivate EquityHigh-Growth Startup
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Lead a vertical within the Customer Experience team
- Lead a team of Engagement Managers while owning a personal book of business
- Drive retention, expansion, adoption, and customer outcomes across the team’s accounts
- Help define onboarding, support, and customer growth processes as the company scales
- Own team performance across net dollar retention, retention, adoption, and expansion
- Hire and onboard Engagement Managers as the team grows
- Lead implementations directly when needed
- Build and refine playbooks for onboarding, account health, business reviews, escalations, and renewal readiness
- Coach Engagement Managers on financial modeling, implementation scoping, and working with CFOs and finance leaders
- Plan team capacity and account coverage
- Partner with Sales on customer handoffs and Product and Engineering as the voice of the customer
- Report team performance, customer trends, and key risks to leadership
Requirements
What you’ll need- Solid track record in FP&A, strategic finance, or private equity, at a sponsor-backed company or on the fund side
- Proven people leadership, including hiring, coaching, and developing top performers
- Advanced modeling skills in Excel or Google Sheets
- Confidence engaging directly with clients, particularly CFOs and controllers
- Deep sense of ownership and independence to thrive on a remote team
- Nice to have: Time at a high-growth startup
- Nice to have: Background running Implementation or Customer Success organizations at a planning, ERP, or other accounting software company
- Nice to have: Accountability for, or contributions to, a retention or NRR target
Benefits
Comp & perks- Equity
- Bonus
- Fully remote in the US
- Flexible hours
- Unlimited PTO
- Regular, in-person retreats
- Provided MacBook Pro or Lenovo
- Fully paid health insurance (US Employees)
- Guideline 401(k) (US Employees)
