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Senior Manager – Finance – Customer Success

May 9, 2025May 9, 2025

Senior Manager – Finance – Customer Success

CompanyToast
LocationBoston, MA, USA
Salary$145000 – $232000
TypeFull-Time
DegreesBachelor’s, MBA
Experience LevelSenior, Expert or higher

Requirements

  • Bachelor’s degree
  • 8+ years of strategic finance, operational finance, FP&A, or investment banking experience at a high-growth tech company
  • Exceptional communication and interpersonal skills with proven success partnering and collaborating across a wide spectrum of stakeholders
  • Ability to thrive in a fast-paced, high-growth and evolving environment
  • Advanced Excel and financial modeling skills. Ability to build robust financial models used by teams throughout the company to size opportunities and build business cases for pursuing new initiatives
  • Excellent communication skills; ability to distill complex analyses into structured outputs and present to all levels of management
  • Track record of leading, growing, and developing high-performing teams, with a focus on hands-on development and coaching

Responsibilities

  • Serve as the Finance business partner to key decision makers for Customer Success and Care, and partner with them in weekly, monthly, quarterly and annual strategic and financial planning discussions.
  • Analyze business results, forecast to actual variances and trends, and communicate important takeaways and actionable insights, including identifying risks and opportunities
  • Design, implement and track important metrics to measure performance against strategic goals, identify emerging trends and provide insights about the drivers of performance
  • Collaborate across Care Operations, Customer Analytics, Customer Success, Customer Experience, and Business Intelligence to identify and understand complex relationships between key drivers of our business
  • Act as a strategic partner, providing financial expertise and guidance on how to evaluate multiple investment opportunities to drive return on investment
  • Complete ad-hoc business projects and financial modeling analysis that drive decision-making
  • Frame and break down complex problems into key components, analyze large datasets to drive actionable insights
  • Grow and develop a team of high performing financial professionals

Preferred Qualifications

  • MBA/MS Finance
  • Public company Strategic Finance experience
  • Proficient in SQL and ROI Analysis
  • Working knowledge of Adaptive
  • Operations or Customer Service labor requirements planning


TaggedBachelor'sCustomer SuccessExpert or higherFinance & Operations & StrategyMBASales & Account ManagementSeniorToast

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