FP&A Customer Success Manager

San Diego, CA /
Customer Success /
Full-Time - Remote
Born from the needs of high-growth, data-driven companies, Mosaic fuels financial planning and business performance. The platform combines big data and machine learning to provide powerful predictive reporting capabilities, leveling the playing field and giving startups tools and insights previously reserved for large enterprises. 

Whether it’s better understanding your cash burn, forecasting spend scenarios or uncovering powerful business insights, Mosaic provides greater visibility into the most important dynamics of the business.

The Customer Success Manager is a critical hands-on technical role, helping customers get comfortable with the platform, navigating them on their journey, and getting them where they need to get to. Having strong FP&A and systems skills, CSM’s will help clients achieve their goals and objectives by utilizing the Mosaic platform.  This role is consultative in nature and requires patience in order to deliver world class service to a myriad of clients at all different levels.  As well, given accelerated product development, CSM’s will need to stay on top of new functionality and apply it where apropos whether onboarding a new client or keeping existing clients current.  In addition, understanding clients' use cases and needs for new technology will be important in the overall product development communication process.

This is an IC role but what you’re managing - customers, if you like training people there’s an aspect of that you’re doing with customers, project manage the rest of the org. If the customer has issues, you have to work with data, support, eng, product to come up with solutions. Effectively manage your book of business and be comfortable not being in spreadsheets every day. Different personas: VP Finance > Finance Analyst > CFO.

The Opportunity:

    • Work directly with C-Level executives (CFO’s, VP’s Finance, Dir’s FP&A, Controllers) to collaborate on the architecture and development of financial reporting and processes.
    • Spearhead and be the VOC to influence the future of product development.
    • Create best in class service by providing hands-on training, development and support to meet clients' needs.
    • Work directly with leadership to help establish best practices and operational efficiencies.
    • Maintain a portfolio of clients and be directly responsible for their overall success.
    • Have the opportunity to be the first of many in the department, establishing processes/best practices, and gaining visibility in the company.
    • Have direct exposure to the product and engineering teams to help make key product and technology decisions.


    • Partnering with Account Managers to be the technical support for implementation of the application throughout the entire client lifecycle journey starting from Onboarding, through Implementation, and ongoing into Adoption.
    • Providing hands-on guidance and instruction relevant to each aspect of the application such as data integration, canvas development, Financial Reporting, etc.
    • Understanding clients' goals and objectives and helping them achieve their desired outcomes through a well-executed project plan initiative.
    • Identifying growth opportunities to drive increased business.
    • Working closely with Implementation and Support teams to provide world-class client satisfaction.
    • Being available on Ad-Hoc basis to work with clients during impending urgent situations.
    • Helping in the development of Customer Playbooks.
    • Playing an active role in new GTM product releases.


    • 2+ years of professional experience working in financial consulting, finance, accounting, or related field.
    • Demonstrated track record as a trusted business partner (internal and external) with the ability to effectively communicate and lead business and financial decision-making with key leaders.
    • Exceptional analytical, financial modeling, and systems skills.
    • Sharp communication skills including excellence in writing and presenting.
    • Experienced in developing and presenting business plans, models, and financial forecasts to management.
    • Ability to think strategically, but also focus on tactical and operational issues.
    • Deep appreciation and comfort with analytical rigor and clarity.
    • Enthusiastic, willing to take on new challenges and anything that comes their way. No job is too big or beneath them.

Nice to have:

    • Experience working in a start-up environment is a plus. 
    • Experience with Enterprise SaaS business models is a plus. 
Here at Mosaic, we are proud of our diverse workforce, and we strive to continuously strengthen our collaborative team of talented, independent, and kind individuals who are reshaping the world of corporate finance. As an equal opportunity employer, Mosaic prioritizes the inclusion of all intersectional identities and does not discriminate or tolerate discriminatory behavior or activities.

We provide the tools our team members need to operate with a high degree of autonomy, and we embolden all to pursue professional and personal growth. While Mosaic is headquartered in beautiful Del Mar, California, our founders made an early decision to embrace a remote-friendly workplace. Team members are welcome in the office yet free to work from any location that supports their unique lives and lifestyles.