Profit Isle, Inc.
We are seeking a Senior Customer Success Manager who brings both a customer-centric mindset and a deep understanding of FP&A, financial analysis, or accounting.
Full job description In this high-impact role, you will be the primary strategic advisor for a portfolio of key customers. You will work with CFOs , finance teams, and senior executives as a strategic advisor to architect their success, ensuring they unlock measurable value and achieve long-term ROI with our profit acceleration solutions. This is a unique opportunity to turn financial complexity into clarity and become a trusted expert on the most advanced profit analytics tools in the industry. This role reports directly to the head of customer success. Key Responsibilities Strategic Customer Leadership & Value Realization Act as a strategic advisor to leadership stakeholders , using our platform’s data to help them answer their most critical business questions about profitability. Lead the post-sale customer journey , from strategic onboarding and seamless data integration to long-term value realization and advocacy. Translate complex financial analytics
into compelling, customer-specific use cases and actionable strategies that drive measurable P&L impact. Architect and deliver high-impact Executive Business Reviews , aligning our platform’s performance with the customer’s core financial and strategic objectives. Champion Product Adoption & Expertise Leverage your finance expertise
to teach customers how to master profit segmentation, identify profit drivers, and act on data-driven insights. Develop and scale best practices
and playbooks for function-specific customer journeys (e.g., for Finance, Sales, Operations). S erve as the internal voice-of-the-customer,
channeling critical feedback from finance users to our Product and Engineering teams to shape the future of our platform. Commercial Ownership & Growth Proactively manage customer health , analyzing usage data and engagement KPIs to mitigate risk and ensure successful renewals. Identify and nurture expansion opportunities , partnering closely with Sales to grow accounts and deepen our strategic relationships. Collaborate with Sales and Account Management
to seamlessly manage renewals and contract expansions. What Success in the First Year Looks Like Within 3 Months:
You will have mastered the Profit Isle platform, successfully onboarded your first set of strategic customers, and established yourself as their trusted partner. Within 6 Months:
You will be independently conducting Executive Business Reviews, demonstrating tangible ROI, and have identified your first expansion opportunity. Within 12 Months:
You will be a true product and domain expert, contributing to our customer success playbooks and acting as a mentor to new team members, all while consistently exceeding retention and expansion targets. Qualifications Bachelor’s or Master’s in Business, Finance, Accounting, Economics, or a related field. 5+ years of experience in a role like Customer Success, Solutions Consulting, or a customer-facing Finance/FP&A role Deep understanding of corporate finance principles . You are fluent in the language of FP&A, financial planning, and corporate accounting (e.g., variance analysis, budgeting, margin analysis, the monthly close process). Exceptional communication and presentation skills , with a proven ability to distill complex financial data into a compelling narrative for an executive audience. A strategic, consultative mindset with a passion for problem-solving and driving measurable customer outcomes. Bonus If You Have: Experience with BI tools (e.g., Tableau, Power BI) or other financial analytics software. Experience working with customers in the distribution or manufacturing industries. A strong understanding of sales and/or supply chain operations in addition to finance. Job Type:
Full-time Pay:
$90,000.00 – $105,000.00 per year 401(k) Health insurance Paid time off Vision insurance Experience: Financial planning or analysis: 5 years (Required) Ability to Commute: Cambridge, MA 02142 (Preferred) Work Location: Hybrid remote in Cambridge, MA 02142
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Full job description In this high-impact role, you will be the primary strategic advisor for a portfolio of key customers. You will work with CFOs , finance teams, and senior executives as a strategic advisor to architect their success, ensuring they unlock measurable value and achieve long-term ROI with our profit acceleration solutions. This is a unique opportunity to turn financial complexity into clarity and become a trusted expert on the most advanced profit analytics tools in the industry. This role reports directly to the head of customer success. Key Responsibilities Strategic Customer Leadership & Value Realization Act as a strategic advisor to leadership stakeholders , using our platform’s data to help them answer their most critical business questions about profitability. Lead the post-sale customer journey , from strategic onboarding and seamless data integration to long-term value realization and advocacy. Translate complex financial analytics
into compelling, customer-specific use cases and actionable strategies that drive measurable P&L impact. Architect and deliver high-impact Executive Business Reviews , aligning our platform’s performance with the customer’s core financial and strategic objectives. Champion Product Adoption & Expertise Leverage your finance expertise
to teach customers how to master profit segmentation, identify profit drivers, and act on data-driven insights. Develop and scale best practices
and playbooks for function-specific customer journeys (e.g., for Finance, Sales, Operations). S erve as the internal voice-of-the-customer,
channeling critical feedback from finance users to our Product and Engineering teams to shape the future of our platform. Commercial Ownership & Growth Proactively manage customer health , analyzing usage data and engagement KPIs to mitigate risk and ensure successful renewals. Identify and nurture expansion opportunities , partnering closely with Sales to grow accounts and deepen our strategic relationships. Collaborate with Sales and Account Management
to seamlessly manage renewals and contract expansions. What Success in the First Year Looks Like Within 3 Months:
You will have mastered the Profit Isle platform, successfully onboarded your first set of strategic customers, and established yourself as their trusted partner. Within 6 Months:
You will be independently conducting Executive Business Reviews, demonstrating tangible ROI, and have identified your first expansion opportunity. Within 12 Months:
You will be a true product and domain expert, contributing to our customer success playbooks and acting as a mentor to new team members, all while consistently exceeding retention and expansion targets. Qualifications Bachelor’s or Master’s in Business, Finance, Accounting, Economics, or a related field. 5+ years of experience in a role like Customer Success, Solutions Consulting, or a customer-facing Finance/FP&A role Deep understanding of corporate finance principles . You are fluent in the language of FP&A, financial planning, and corporate accounting (e.g., variance analysis, budgeting, margin analysis, the monthly close process). Exceptional communication and presentation skills , with a proven ability to distill complex financial data into a compelling narrative for an executive audience. A strategic, consultative mindset with a passion for problem-solving and driving measurable customer outcomes. Bonus If You Have: Experience with BI tools (e.g., Tableau, Power BI) or other financial analytics software. Experience working with customers in the distribution or manufacturing industries. A strong understanding of sales and/or supply chain operations in addition to finance. Job Type:
Full-time Pay:
$90,000.00 – $105,000.00 per year 401(k) Health insurance Paid time off Vision insurance Experience: Financial planning or analysis: 5 years (Required) Ability to Commute: Cambridge, MA 02142 (Preferred) Work Location: Hybrid remote in Cambridge, MA 02142
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