Customer Success Manager, FP&A



Customer Service, Sales & Business Development
New York, NY, USA
Posted on Friday, February 23, 2024


We're building LiveFlow to help millions of people build better businesses by helping them manage their finances easily.

Every company has to manage its P&L and its cash. Still, too many companies drown because of manual financial work, the absence of understanding of how their numbers work, and too many other day-to-day priorities.

We want to fix that.

We are backed by world-class investors like YC, YC Continuity, Seedcamp, WndrCo, Moonfire, Bradley Horowitz (VP Product, Google), Tomer London (Co-Founder, Gusto), and more.


As a Customer Experience Specialist, you will drive complex implementations of financial models and dashboards to help our customers succeed with LiveFlow. You will be responsible for onboarding customers, providing an ongoing best in class customer experience, and sharing relevant feedback with the product team.

This role is specifically designed for people with top-notch financial modeling skills who are eager to grow their career in a customer-facing role.


  • Own a portfolio of our most important customers and help them to be successful using LiveFlow

  • Manage implementation and onboarding to ensure a top-notch customer experience

  • Build financial models to help our customers achieve their core business goals

  • Work cross-functionally with sales, product, and engineering to turn customer requests into products.

  • Dive deep into our product, thoroughly understand customers, and be an expert in LiveFlow's solution.

  • Become one of the early joiners and help establish the Customer Success team; take a key role in shaping and supporting inbound and outbound strategies.


  • At least 2+ years of either:

    • Banking, finance, or accounting experience with client-facing exposure

    • Customer experience/customer success experience working on a highly technical or financial product

  • Top-notch financial modeling skills: you should be extremely comfortable working with spreadsheets, including Index/Match, XLOOKUP, and complicated formulas

  • Excellent communication skills

  • Deep empathy for helping and working with customers

  • Sharp problem-solving skills

  • You are humble, you ask a lot of questions, are naturally curious and hungry to achieve impressive things in life and work


  • Competitive base salary

  • Substantial equity package

  • Health, vision, and dental insurance

  • 401(k)

  • All the latest tech you need; MacBooks, monitors, etc.

  • Monthly budget to spend on books and conferences to keep learning

  • 28 days paid vacation + 9 US holidays

The estimated base salary for this role is $100,000 - $125,000. This range is subject to change, and the final base salary will be determined by factors such as geographic location, skills, work experience, and business needs.


  1. Intro Call

  2. Financial Modeling Test

  3. Presentation of the model & live demo

  4. Career History Interview

  5. Final interview

Sounds like something for you? Then, we would love to hear from you.