Salary Mid-Point: $120,000
Location: Chicago IL
Job Type: Permanent


Company: FP&A Cloud-based software solutions company

Industry: Software / Technology (private equity-owned)

Location – Company (2 offices):

  • Minneapolis; Chicago (new employee can sit in either city)

Location - Work: Primarily in the office (collaboration with colleagues); limited travel to clients

Position: Finance Manager / Finance Senior Manager (“Customer Success Manager / Senior Manager”)

Summary – Finance Manager / Senior Manager

Company delivers proprietary performance software solutions that drive growth for private equity funds, investment banks and middle market to large corporations.

  • Cloud-based FP&A software company is looking for a self-motivated Customer Success Manager / Senior Manager (“Finance Manager / Finance Senior Manager”) to lead and develop strategies to best partner with our customers in helping them achieve continuous value and adoption from Company’s product suite.  This is a finance role and not a sales role and not an IT role. You will partner with our technology, operations, sales, and marketing teams to improve our customer success approach and develop key frameworks and playbooks from the ground-up. You will also work with our customers as their main point of contact and trusted advisor. 


Summary - Team

Employees here are an elite group of bright, strategic thinkers. They are encouraged to take the ball and run with it, and there’s no question your individual impact can be felt. Our employees are highly valued on an individual level and are always pushed to grow and continuously move onward and upward in their careers. Here, you’ll be working side-by-side with top-level executives and thought-leaders, making connections and constantly learning. We do everything possible to ensure you’re able to grow and shine in your role.


Position Overview (finance is the core technical background; this is not a sales, business development or IT role)

  • Own the client relationship from sale forward, overseeing all aspects of project execution, customer success, continuous development, and overall relationship management
  • Advise client business end-users during deployment of Cloud-based Company’s software (toolset and supporting processes)
  • Assist in development of internal best practices, process, and product offerings (e.g. analytics, technology, capabilities, etc.)
  • Work with clients to establish customized customer journey maps to ensure maximum ROI from their relationship with Company
  • Leverage software toolset to design custom use applications for clients’ unique needs
  • Manage multiple client engagements acting as P&L owner and key client liaison
  • Analyze operational and financial data to provide insights into clients’ business performance



Company is a scaling company in the business management services and technology space. We care about results and are all eager to jump in and get our hands dirty. Important competencies to effectively perform this role include:

  • Self-driven and able to work with minimal supervision
  • Communicates effectively with users/customers & colleagues 2-3 levels up/down and across a range of disciplines, and all levels of management
  • Ability to adapt on the fly
  • Strong working knowledge of computer software, such as MS Excel, MS PowerPoint, MS Word, etc.
  • Experience with business intelligence and/or planning and budgeting software applications
  • Ability to use data analysis to develop insights and hypothesis vs. reporting numbers
  • Ability to influence and drive consensus across organizational functional areas
  • Capable of multi-tasking across projects of varying scope and complexity
  • Able to deal with ambiguity



While we’re looking for some specific experiences and skillsets, nothing is more important than a strong can-do attitude, resilience in the face of change, and a passion for learning and creating. Some of the things you might bring to the role include:

  • Undergraduate B.S. Degree, Finance or Accounting
  • Minimum 5-7 years of relevant experience
  • Worked in cross-functional environments and have lead cross-functional teams
  • Strong working knowledge of computer software, such as MS Excel, MS PowerPoint, MS Word, etc.
  • Experience with business intelligence and/or planning and budgeting software applications
  • Experience working with ERP systems is preferred

For immediate consideration, please email your resume in Word format to Cameron at