דרושים » כספים וכלכלה » FP&A Customer Success Manager

We are looking for a CSM with a proven track record to join our Customer Success team. This role reports to the Director of Customer Success and is a strategic member of our team. In this role, you will be working with Fortune 500 companies to manage the customer relationship throughout the customer lifecycle while actively driving value for customers. Your main goal is to understand customers pain points and help them achieve the business outcomes based on your experience and capabilities. To be successful in this role, you must have experience in software development and/or application security. You must be able to articulate technology in both technical and non-technical terms; that is, you should be able to have strategic conversations with C-level executives as well as perform technical deep dives with operational engineers.



Key Responsibilities



Serve as the primary point of contact for our customers, building strong relationships and ensuring their success with our product(s)
Manage multiple accounts, from mid-sized enterprises through Fortune 500 companies, across different industries
Understanding the customers pain points, compelling events, business goals and objectives, success measures, and desired outcomes, drive the customer to success
Onboard new customers; increase product adoption and usage across your full customer base; ensure timely renewals while minimizing churn; and uncover additional opportunities for solving customer problems which lead to expansion
Align with technical stakeholders and executive decision-makers within our customers organizations, and conduct activities like regular project calls, periodic business reviews (QBRs, EBRs, etc.) to continuously drive new value and demonstrate the existing value to drive that relationship through
Act as a client advocate within the company by collaborating with internal teams, such as product development and customer support, providing feedback to help improve our product and services, and ensuring clients' needs are met
Ensure clients are trained on the platform, educating them on how to best administer and optimize their usage of our platform to drive ROI and real business impact and receive ongoing support
Proactively promote and educate customers on new features and capabilities added to the platform
Capture and document the specific use cases, configurations, and other factors related to the customers instance of throughout the customer lifecycle
Create advocacy and evangelism opportunities for customers

we are a leading SaaS and FinTech platform transforming how real estate investment firms manage their capital, investors, and operations. Trusted by 800+ GPs, owners/operators, and investment firms globally, we help teams streamline the full lifecycle of investment management.
But were more than just software. Were a team of bold thinkers, innovators, and real estate enthusiasts who believe complex processes should feel simple. Our platform combines modern technology with expert services, helping our customers raise more capital, deliver a better investor experience, and scale their businesses smarter.
we are backed by top-tier VCs like Insight Partners and Qumra Capital, and were growing fast. Weve been named one of Globes Most Promising Startups, recognized as a Best Start-Up Companies to Work For by Duns 100, and one of Business Insiders Hottest PropTech Startups.
About the Role:
We are seeking a skilled and driven FP&A Business Partner to join our Finance team. This is a pivotal role in shaping our companys financial infrastructure, planning, and strategic decision-making. You will own core FP&A processes including company-wide budgeting, forecasting, cost modeling, and strategic financial analysis. Initially, youll lead these functions independently and work cross-functionally with leaders in Sales, Legal, Procurement, and HR. As the company scales, you'll be expected to grow into a leadership position and build out the FP&A team.
What Youll Do:
Lead budgeting, forecasting, and financial planning across the organization
Own HC and non-HC cost modeling, tracking actuals vs. plan, and driving cost efficiency
Build and manage robust top-line forecasting processes in close partnership with Sales Operations and Sales Leadership
Collaborate with Legal and Procurement to support procurement and P2P process design and implementation
Develop business models and dashboards to measure unit economics, operational KPIs, and departmental performance
Provide proactive decision-support to functional leads with financial insight and analysis
Partner with the Accounting team to ensure accurate actuals and integrate financial reporting in NetSuite
Drive the preparation of monthly, quarterly, and board-level reporting packages and strategic commentary
Establish scalable FP&A systems and tools to support growth across business lines and geographies
Serve as a trusted advisor to executive leadership in allocating resources and setting strategic priorities.

We are looking for a Director of Customer Value & Insights.
As the Director of Customer Value & Insights, youll lead a new function at the intersection of data, business value, and customer success.
Your mission: help our internal teams and clients unlock business impact from technology by crafting data-driven insights, performance narratives, and operational recommendations that deliver measurable results.
This is not an internal analytics roleits a high-exposure, insight-generating position that partners directly with Expansion Managers and customers. Youll dive deep into operational data, structure complex problems, and guide strategic conversations with top-tier global retailers.
A day in the life:
Partner with our team and our customers to identify key business questions and structure data-driven approaches
Work with Analytics Engineers to define and extract the right metrics, trends, and performance drivers
Lead investigations into store-level or deployment-wide issues using operational data and insights
Help customers quantify ROI, uncover hidden value, and define KPIs that demonstrate business impact
Translate operational complexity into compelling insight materials for customer-facing discussions
Serve as a Tier-2/3 thought partner for Expansion Managers tackling hard, ambiguous operational problems
Contribute to the development of customer-facing insight tools and reporting frameworks
Build a customer value function from zerowith direct influence on growth and retention
Shape how we deliver strategic insights across dozens of retail deployments
Work directly with a high-caliber team and cutting-edge real-world AI
Be part of the team making operational excellence visible and valuable to every customer

We are looking for a Customer Success Manager.
As a Customer Success Manager you will join a small team that moves fast.
Together with the team, you will provide top-notch service to our customers, and support the rollout of a new product and features to the market. Youll be expected to execute fast but, more importantly, to solve problems and find long-term solutions that can be implemented as new processes, products, or features.
Responsibilities (or what youll be doing):
You will join a CS team in its early stage so there's a lot of room for creativity and building processes from scratch. You will be expected to contribute and improve current methodologies.
Help customers succeed and provide support both on the technical level and on the business side.
Onboarding new customers to be able to use our platform
Building and teaching technical courses on the platform
Deliver excellent support to customers, understand their needs, and ensure their success.
Serve as the main point of contact while acting as a liaison between clients and the rest of the team.
Provide customers with Introduction and training of new features in order to maximise the usage and educate them through marketing and product documents.
Maintain a comprehensive and updated knowledge base - Analyze customer usage data, gather insights and lessons
Provide internal customer feedback.

Required Enterprise Customer Success Manager
Develop your career, get acknowledged for your impact, and work with talented people who love what they do in one of Tel Avivs top SaaS scale-ups!
Our Enterprise Customer Success Manager (CSM) plays a critical role in building strong, long-term relationships with our enterprise clients. As the trusted advisor and main point of contact for senior stakeholders, youll ensure that our customers realize maximum value from our platform while driving measurable impact for their business.
This is a highly strategic and consultative role that requires strong business acumen, excellent communication skills, and proven experience working with senior executives in large, complex organizations. Our Enterprise CSMs are natural leaders who combine analytical depth with customer empathy, helping clients succeed through thoughtful guidance, structured planning, and proactive engagement.
Responsibilities
Own the customer relationship serve as the primary point of contact and strategic advisor for enterprise accounts.
Drive value realization ensure clients are maximizing adoption of Optimoves platform and achieving measurable ROI.
Executive engagement build trusted relationships with senior stakeholders, delivering insights and recommendations at an executive level.
Customer advocacy represent the voice of the customer internally, collaborating with Product, R&D, and other teams to drive improvements.
Strategic planning lead quarterly business reviews, success planning sessions, and ongoing enablement initiatives.
Crisis management & resolution anticipate risks, troubleshoot issues, and ensure timely resolution with professionalism.
Thought leadership educate clients on best practices, new capabilities, and industry trends to continuously elevate their marketing maturity.

Cyberint, a market leader in External Risk Management (ERM), empowers organizations to proactively detect, respond to, and remediate external threats. Following our acquisition by our company, we are expanding our global footprint and evolving our Customer Success strategy to better serve our growing the small tier customer base.
We are seeking a Global Customer Success Manager (CSM) to join our newly formed small-focused team. This role is ideal for someone who thrives on data, process optimization, and scalable customer engagement strategies.
As a Global CSM for small accounts, you will play a critical role in delivering value at scale. You will manage a portfolio of small to mid-sized customers, leveraging automation, analytics, and digital touchpoints to drive product adoption, retention, and satisfaction. This is a high-impact, back-office role with global visibility and strategic importance.
Key Responsibilities
Own the end-to-end customer journey for small accounts globally, from onboarding to renewal.
Develop and execute data-driven engagement strategies to improve product adoption and customer health.
Monitor customer usage trends and proactively identify risks and opportunities.
Collaborate with Product, Marketing, and Support teams to deliver personalized yet scalable experiences.
Build and maintain automated success programs (e.g., email cadences, in-app messaging, webinars).
Analyze customer feedback and usage data to inform internal stakeholders and improve offerings.
Maintain accurate records in Salesforce and other CS tools to track engagement and outcomes.
Contribute to the continuous improvement of internal processes and playbooks for the small tier success.

We are looking for a Senior Customer Success Manager with SDLC experience, ready to help drive our customer adoption, renewals and expansions for Enterprise customers, reporting to the Head of Customer Solutions and Success. As the post-sales account owner working collaboratively with the Account Executive, your job will be to drive all the post sales activities and to ensure outstanding customer success measured by adoption, renewal and expansion. You will work with customers to understand their objectives and provide analytics on their adoption, understand objections and craft a plan to unblock adoption and exceed customer expectations.
Key Responsibilities:
Build trust with customer stakeholders and develop a trusted advisor status.
Frequent customer engagement to ensure adoption and expansion of current contract.
Collaborate with account executives to manage the renewal process, QBRs, Roadmap review and drive new features as they are released.
Develop and deliver usage analytics that show observability into adoption, model quality, ROI, and overall user experience.
Collaborate with Support to resolve technical issues in the field.
Collaborate with Field Engineering and Sales Engineering to manage and oversee the product installation process, including identifying pre-requisites, validating environment readiness, variants of installation on different environments and installation and overall installation readiness.
Lead customer enablement and onboarding developers onto the platform.
Serve as a feedback loop to Sales and Engineering for feature requests and overall Product and model quality.
Identify and report any potential churn risk and develop a get to green plan.

our companys Finance team is looking for a highly motivated, detail-oriented Treasury Analyst to join our global organization.
In this role, youll collaborate with international banks and asset managers overseeing our companys fixed income portfolio. Youll take ownership of global liquidity management, foreign exchange hedging strategies, share repurchase activities, and corporate insurance programs.
This position offers high exposure, including frequent interaction with senior management and global finance functions, while reporting directly to the Corporate Treasurer.
Youll be part of a fast-paced environment where accuracy, trust, and ownership are critical to success.
Key Responsibilities
Manage global cash and liquidity, monitoring 100+ bank accounts daily across subsidiaries
Create and maintain cash flow forecasts
Lead investment execution, interest income analysis, risk and strategy for a $3B portfolio
Identify FX exposures, conduct FX trading, manage global hedging, and perform hedge effectiveness testing
Support and analyze the companys share repurchase program
Manage global insurance programs and renewals, including broker negotiations
Lead implementation of new treasury systems and tools
Maintain up-to-date global bank account records and authorized signer details per regulatory standards
Support intercompany transactions and wire transfers
Create reports for internal tracking and external audit purposes
Lead projects and ensure timely delivery of outcomes
Ensure compliance with internal policies, controls, and SOX (Sarbanes-Oxley) requirements.

We are looking for a Commission Analyst to join the Finance team, reporting to our AVP Finance Operations:
As a Commission Analyst you will:
Serve as support for the execution of, development of, and analysis of our commission plans. Reporting to our AVP Finance Operations, your first mission will be to develop an understanding of our commission plans and supporting systems. Communication and cross departmental cohesion are vital in this position, and your work will be at a critical intersection of a variety of teams. Detail oriented individuals with an innate curiosity for data analysis and business processes are sought out candidates for this role.
In your day-to-day as Commission Analyst you will:
Support and manage the commissioning process, start to finish, to ensure accurate and timely commission calculations and payments.
Maintain accurate sales personnel records in the Companys commission software.
Designing and Implementing commission policy plan changes and commission parameters for new products/roles.
Capturing best practices and lessons learned following each commission cycle to feed continuous improvements in process, tools, communication, and training.
Assist with monthly, quarterly, and annual commissions forecasting and financial closes
Proactively troubleshoot and identify issues and correct as needed.
Providing customer service support and developing key relationships with our Sales GTM organization.
Collaborate with other departments to ensure that inputs and assumptions included in the commission's calculations are accurate and reasonable.
Executing ad hoc analysis and projects as needed to inform and influence management decision making.

We are a global leader in hybrid cloud security. We bring a new approach that uses the attackers perspective to find and remediate critical attack paths across on-premises and multi-cloud networks. The Cyber platform enables companies to rapidly prioritize and respond to cyber risks affecting their business-sensitive systems. Our Customer Onboarding Managers (COM) are the face of us to our new customers, during their onboarding phase; they play a critical role in their long-term success. The Customer Onboarding Manager helps new customers adopt and realize value from the Cyber platform quickly and effectively, setting them up for long-term success.
Responsibilities:
* Manage a portfolio of onboarding projects, ensuring that the projects are consistently delivered on time and with quality.
* Managing, assigning, and conducting onboarding meetings, product demos, company presentations, workshops, and training.
* Partner with customers to understand their business processes, deployment goals, and requirements and provide product information to serve those goals. Work closely with clients to configure our SaaS. solutions to align with their business needs, providing technical expertise and recommendations.
* Project Management: Develop and manage project plans, timelines, and milestones to ensure successful onboarding, tracking progress, and proactively addressing any roadblocks. Effectively manage all project communication, both internally and externally.
* Educate and enable customers on our products and best practices, drive the onboarding to deliver fast time to value.
* Collaborate with the team, identify and eliminate roadblocks that can be onboarding risks, and coordinate with internal resources to ensure resolution.
* Issue Resolution: Address technical issues, troubleshoot problems, and collaborate with cross-functional teams, such as product development and support, to provide timely solutions.
* Feedback and Improvement: Gather client feedback and insights to improve the onboarding process and provide recommendations for product enhancements.
* Customer Relationship Management: Build strong, lasting relationships with clients, serving as the primary point of contact during the onboarding phase.
* Work closely with CSM and Sales to ensure smooth hand-offs through the customer journey.