Strategic Finance - Customer Success Manager

San Diego, CA /
Customer Success /
Full-Time - Remote
/ Remote
The role of the Strategic Finance Manager in the Customer Success team is integral, providing an opportunity to utilize your expertise in financial planning and analysis (FP&A) to guide our customers in optimally using Mosaic's robust financial modeling and dashboarding tool. Your main objective will be to transition new customers to become proficient users of Mosaic, fostering this transformation through effective training, relationship development, and value management. If you possess a knack for problem-solving and are a natural communicator, this role will suit you perfectly as it involves frequent interaction with CFOs, C-suite executives, FP&A analysts, and department heads, providing innovative solutions to their key issues. This role is advisory in nature, and customers will rely on your guidance on how to best use Mosaic during fundraising, due diligence, board meetings, and executive and inter-departmental collaborations. As a Strategic Finance Manager, you will wear multiple hats, working cross-functionally within the company to advocate for the customer, and collaborating with departments like Support, Data Operations, Product, Engineering, Sales, and Marketing.

As part of this opportunity, you will:

    • Join a rapidly growing team in a SaaS business that tripled its ARR in FY22, providing the chance to refine your financial skills through vast exposure to different business models at trending startups.
    • Act as a strategic financial advisor to top-level executives by assisting customers on how to best use Mosaic for automating their FP&A workflows.
    • Understand and align with customers’ objectives to provide value and foster customer loyalty.
    • Transform customers into advocates for their businesses by providing exceptional support and training, and utilizing your FP&A background to effortlessly solve use cases.
    • Be a pioneer in the Customer Success team, collaborating directly with leadership to establish best practices and operational efficiencies for departmental scaling.
    • Drive and influence future product development by serving as the voice of the customer, sharing and prioritizing customer feedback with the Product team to guide decisions on future builds.
    • Work closely with various teams including Support, Data Operations, Product, Engineering, Sales, & Marketing to guarantee exceptional customer satisfaction.


    • A minimum of 3 years of professional experience in financial consulting, finance, accounting, investment banking, or a related field.
    • Experience with Enterprise SaaS business models.
    • Exceptional analytical skills, including financial modeling and in-depth analysis.
    • An outgoing personality with a passion for building meaningful relationships and driving outcomes.
    • Attention to detail, strong organizational abilities, and project management skills.
    • Proven record as a dependable business partner, capable of effectively communicating with diverse personalities and backgrounds.
    • Excellent communication skills, including strong verbal and business writing abilities.
    • Comfortable with both detailed work and strategic thinking.
    • Openness to learning, receptivity to feedback, enthusiasm for challenges, and a willingness to tackle any task.

Nice to Have:

    • Experience in a start-up environment.
    • Experience working with ERPs, CRMs, Billing & HRIS.
$100,000 - $150,000 a year
The target salary for this position is $100,000 - $150,000 and is part of a competitive total rewards package including stock options, benefits, and additional opportunities for incentives and bonuses for performance beyond goals. Individual pay may vary from the target range and is determined by a number of factors including experience, location, internal pay equity, and other relevant business considerations. We review all employee pay and compensation programs annually at a minimum to ensure competitive and fair pay.

At Mosaic, we take immense pride in our diverse workforce, continuously nurturing a cohesive team of talented, independent, and compassionate individuals who are revolutionizing the realm of corporate finance. As a staunch believer in equal opportunities, Mosaic ensures the inclusion of all intersectional identities and maintains a strict policy against any form of discrimination. Our team members are equipped with the tools they require to enjoy a high degree of autonomy, and we encourage everyone to chase both professional and personal growth. While our headquarters are located in the picturesque Del Mar, California, we adopted a remote-friendly work environment early in our journey. Our teams make biannual trips to San Diego, taking a break from digital screens to engage in in-person interactions and team-building activities.