Financial Customer Success Manager/ Solution Engineer

About the Company
This fast-growing fintech startup is redefining how businesses manage cash flow. The platform equips finance teams with powerful tools to automate operations, forecast with confidence, and make smarter decisions in real time. With seamless integrations to bank accounts, ERPs, and payment processors, it transforms complex financial workflows into streamlined, proactive strategies.

Backed by leading American VCs and executives from top technology companies, the company is at the forefront of financial innovation—solving mission-critical challenges for finance teams across North America and empowering businesses to focus less on cash flow worries and more on achieving their goals.

As part of the team, you’ll work closely with the founders and a world-class group of professionals to shape the future of cash-flow management through technology. This is a unique opportunity to make a meaningful impact at an early stage and contribute to a mission that genuinely moves businesses forward.

What We're Looking For

We are seeking a highly motivated Financial Customer Success Manager / Solution Engineer with at least 3 years of experience in customer success, relationship management, or another client-facing role. The ideal candidate combines strong interpersonal skills with a deep understanding of financial workflows, effectively bridging the gap between finance and technology. A background in finance, accounting, or fintech is required.

About the Role

• Build and maintain strong, long-lasting client relationships to ensure satisfaction and retention.

• Develop a deep understanding of customer financial processes to provide tailored, value-driven solutions using the company’s platform.

• Translate customers’ existing cash-flow management workflows—AR, AP, forecast assumptions, growth metrics—into actionable steps within the platform.

• Serve as the primary point of contact for all customer account management and solution delivery needs.

• Ensure timely and successful delivery of solutions aligned with customer goals and business objectives.

• Collaborate with sales and product teams to identify expansion opportunities and improve customer outcomes.

• Conduct onboarding sessions and regular check-ins to ensure clients fully leverage the platform’s capabilities.

• Prepare and deliver reports on performance metrics and account health.

• Troubleshoot and assist with complex client requests or escalations as needed.

What You Need

• Minimum 3 years of experience in customer success, relationship management, or a similar client-facing role.

• Finance background — degree in finance, accounting, economics, or related field (CPA or equivalent certification is a strong advantage).

• Proven ability to manage multiple client accounts and projects simultaneously.

• Strong understanding of financial workflows, reporting, and cash-management processes.

• Excellent written and verbal communication skills, with the ability to translate complex financial concepts into clear value for customers.

• Analytical, detail-oriented, and proactive problem-solver.

• Experience working with CRM or account-management tools such as HubSpot or Salesforce.

• Ability to work independently as well as collaboratively across departments.

Nice-to-Haves

• Experience in the finance or fintech industry.

• Familiarity with cash-flow management, treasury, or FP&A tools.

• Knowledge of platforms such as HubSpot, Zendesk, Totango, or similar.

• Understanding of U.S. business finance and treasury workflows.

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