Forward Deployed Financial Partner

Forward-Deployed Finance Partner

(Customer Success, Modeling, SQL)

Remote (US-based) | Fintech / Business Planning

You know that moment when a finance team stops “reporting numbers” and starts driving the business? That’s the moment you’ll create, every day.

We’re hiring a Forward-Deployed Finance Partner to guide customers through implementation, onboarding, and adoption of a modern planning platform that replaces spreadsheet chaos with clarity. You’ll blend finance craft + technical fluency + customer-facing confidence to help teams go from setup scale fast.

What you’ll do

• Own onboarding and adoption for customers, from first model to long-term success.
• Run 2–4 high-impact sessions/day (hands-on modeling + training calls).
• Build and refine financial models: forecasts, balance sheets, P&L, scenario planning.
• Partner with internal product & success teams to continuously improve onboarding.
• Drive outcomes that actually matter: time-to-value, retention, and customer independence.

You’ll thrive here if you have:

Finance + technical strength

• Strong understanding of financial statements, forecasting, and scenario analysis.
• Comfort working with SQL and structured data.
• Experience in FP&A, SaaS onboarding, consulting, solutions, or customer success (finance-heavy).
• Familiarity with modern tools (e.g., Notion / HubSpot / planning platforms) is a plus.

Customer-facing superpowers

• You can explain complex finance concepts in a way that actually lands.
• You build trust quickly, ask sharp questions, and move people to action.
• You love solving messy problems and can prioritize in a fast-moving environment.

How success is measured

• Speed to Value: how quickly customers see measurable impact.
• Retention & Engagement: long-term relationships built on results.
• Customer Independence: clients confidently running their own models.

Why this role is different

• Real-world impact: you help finance teams operate like strategic partners, not spreadsheet managers.
• Front-row seat to product: your feedback directly shapes onboarding and the platform experience.
• High learning curve: deep exposure to customers, models, and how modern companies run.

The profile we’re excited about

You’re part finance operator, part consultant, part systems thinker. You enjoy being in the room (even virtually), building the model live, and leaving customers feeling: “Wow. We can run this ourselves now.”

Interested? Hit APPLY...