Offer summary

Qualifications:

Minimum 2 years of experience in finance or FP&A., Strong knowledge of corporate finance processes., Advanced Excel skills, including formulas, VLOOKUP, Pivot Tables, Power Query, and complex models., Excellent English communication and relationship-building skills..

Key responsibilities:

Lead product implementation and customize the platform for clients.

Analyze client data and advise on budgeting, forecasting, and financial modeling.

Build and maintain strategic relationships with clients, providing ongoing support.

Identify process improvements to enhance customer outcomes.

Job description

On behalf of NDA, Fintech SaaS, SD Solutions is looking for a talented Customer Success Manager.

As a Customer Success Manager on our implementations team, you will lead product implementation for brand customers! You'll use your corporate finance
background, strong Excel knowledge, and soft skills to build relationships with and advise professionals from middle management through the C-suite,
customizing their company's platform, and training them on product updates

SD Solutions is a staffing company operating globally. Contact us to get more details about the benefits we offer.

Responsibilities:

Understand current client situations, helping simplify models and existing data, as well as implementing processes and client data within the company's environment.
Create a detailed business analysis, outlining problems, opportunities, and solutions for our customers by successful advising on: Budgeting and forecasting, planning and monitoring, financial modelling, standard reporting, and more.
Manage, interpret, and validate all data that is produced by the customer, maintaining a focus on improving the quality of customer care.
Provide recommendations for possible process changes to help optimize current procedures in support of maximizing outcomes.
Build long-term strategic relationships with customers, gather requirements, and follow through with necessary financial reporting support, via Zoom meetings on a weekly basis.

Requirements:

2+ years of experience in finance or FP&A, with deep knowledge of corporate finance processes.
Deep knowledge and solid experience in advanced Excel functions (formulas, Vlookup, Pivot Table, Power Query, and complex models).
Excellent command of written and spoken English is essential.
Strong communication and relationship-building skills - this role involves creating and managing business relationships with CFOs, VPs, Directors of Finance, and other customers from leading US companies, requiring the ability to engage in professional conversations, manage expectations, and guide customers to a positive outcome.
Bachelor's degree or equivalent experience.
Must be available to work U.S. hours.

About the company:

NDA, Fintech SaaS is a financial planning and analysis platform that automates financial reporting and planning while enabling finance teams to continue using Excel's familiar spreadsheets and financial models. NDA, Fintech SaaS applications run thousands of custom data pipelines daily and serve thousands of organizations worldwide.

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