FP&A Customer Success Manager

Job Description

Job Description

Jirav is the leading financial planning and forecasting solution for Accounting, CFO Advisory, and SMBs, empowering businesses to turn insights into action with dashboards, reports, and AI and driver-based budgeting and forecasting.

As the preferred solution provider of CPA.com, Jirav enables over 3,000 businesses to optimize forecasts for expenses, revenue, and profits to achieve sustainable growth.

Working at Jirav allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry.

We’re committed to building a diverse team and inclusive culture based on our core values : make the future simpler, let your geek flag fly, bring the Jirav sparkle, use speed as the ultimate weapon, listen and care, and bring your magic to the Tower (a group of Giraffes and how we refer to our internal team).

We make this a reality by empowering you with the tools, resources, and support you need to grow your career.

The Biz team (sales, marketing, and customer success) is the driving factor of growth for Jirav and every member of our team contributes to this goal.

We focus on thought leadership, acquiring new logos, and building strong relationships with our customers to drive expansion and minimize churn.

We celebrate team and individual accomplishments through our winning culture. We ensure that our top performers are recognized and have built a competitive environment to motivate and unify the team.

About the Job :

We are hiring a Customer Success Manager to join The Customer Success Team. This position works to ensure that our customers are maximizing the value they are receiving from our products and services.

We believe in doing whatever it takes to make our customers successful and the Customer Success team drives that success every day.

As a CSM you'll be managing customers that are of strategic importance. CSMs work to drive value that leads to expansion, renewals and customer satisfaction.

You will be dedicated to finding additional opportunities within current customer accounts by establishing lasting relationships with key decision makers.

Responsibilities :

• Manage onboarding of new customers and coordinating with our professional services team to maximize success with the goal of getting new customers to go-live.
• Grow revenue within existing partners and customers by identifying expansion opportunities and renewals and successfully seeing them through contracting.
• Minimize churn / downsell by executing the Jirav CSM playbook by working with partners and customers on their FP&A strategy, user adoption, and updates on Jirav product releases.
• Conduct well-informed and consultative business review meetings with senior level executives to demonstrate the business value of our product that clearly articulates our innovative products and value.
• Exceptional CRM hygiene to provide up-to-date and accurate ongoing forecasts and partner and customer health scores.
• This person would leverage their knowledge of accounting and finance to ensure customers are set up for success using our solution.
• Collaborate cross-functionally with the new logo sales team, professional services, learning and education, customer support, marketing, and product team, to continuously evaluate, iterate, and improve the customer experience / customer journey to help maximize client use, value, and satisfaction of our platform.

Requirements

Education and Experience

• 5+ years excelling in customer success or account management roles and expanding revenue and minimizing churn in the tech / SaaS industry.
• A university degree or equivalent combination of education and experience.
• Degree in Accounting, Finance, or Economics is a plus.
• Experience in serving Accounting and CFO advisory firms is a plus.

Knowledge, Skills and Abilities

• Excellent written and verbal communication skills.
• Experience building strong customer relationships.
• Experience developing presentations to C-Level executives.
• A driven, enthusiastic and strong work ethic.
• A data-driven individual who is comfortable utilizing multiple datasets.
• Experience with CRM software. Hubspot is a plus.
• Experience with G Suite.

Location

• Seattle, WA or Austin, TX
• Hybrid - In office + remote

Benefits

Fun Perks!

• 11 paid company holidays
• Weekly team lunches
• Free coffee, snacks, and drinks
• Fun swag, plus a giraffe onesie!

Logistics

Must be legally able to work in the US at time of hiring.

No agencies (you are of course welcome to apply if you currently work at an agency!)

This is an exempt position with a base salary hiring range of $70,000 to $84,000, plus the opportunity to earn up to $30,000 to $36,000 in commission, totaling an OTE (On-Target Earnings) of $100,000 to $120,000.

Jirav offers a competitive benefits package with unlimited Discretionary Time Off (DTO) and can accrue up to 120 hours of Wellness Time Off (WTO) per year if working full-time.

We offer medical, dental, vision, and life insurance for employees and dependents. A 401(k) retirement plan and stock options are available.