Customer Finance Partner

Position: Customer Finance Partner

Full-time Remote San Francisco CA New York NY
Compensation: $150K $190K competitive equity

About the Role

FocusPoint is partnering with a high-growth technology client to identify a Customer Finance Partner. This role is ideal for finance professionals who thrive at the intersection of technical expertise customer engagement and strategic impact. You will serve as a trusted partner to clients guiding them through onboarding implementation and adoption of modern financial planning solutions.

What Youll Be Doing

• Lead customers through implementation onboarding and adoption ensuring success from setup through scale.
• Conduct 2 4 high-impact customer sessions daily including hands-on modeling and training calls.
• Build and refine financial models such as forecasts balance sheets income statements and scenario analyses.
• Collaborate with internal product and success teams to continuously improve the onboarding experience.
• Measure and drive outcomes like time-to-value customer retention and user independence.

What Were Looking For

Finance & Technical Expertise

• Deep understanding of financial statements forecasting and scenario analysis.
• Comfort working with SQL and structured data.
• Experience in SaaS onboarding consulting or FP&A roles.
• Familiarity with tools such as HubSpot and Notion.

Soft Skills

• Exceptional communication and relationship-building abilities.
• Strong analytical instincts with a problem-solving mindset.
• Ability to prioritize and adapt in a dynamic fast-moving environment.

How Success Will Be Measured

• Speed to Value: How quickly customers realize measurable impact.
• Retention & Engagement: Long-term relationships built on trust and results.
• Customer Independence: Clients who confidently operate their own models.

Candidate Profile

• 3 6 years of experience in financial forecasting and scenario planning within consulting internal finance or deal desk roles (PE/VC preferred).
• Bachelors degree in Finance or related field.
• Prior experience working with external customers in a tech startup or consulting environment.

Why Join

This is a unique opportunity to:

• Help finance teams operate as strategic partners rather than spreadsheet managers.
• Work on the frontier of fintech and business intelligence.
• Apply your finance background in a cutting-edge technology environment.
• Engage with world-class customers and contribute to a platform that is reshaping how businesses plan and collaborate.

Additional Details

• Remote work policy: US-based candidates only.
• Visa sponsorship: Not available.
• Employment type: Full-time.

FocusPoint is proud to represent this client in their search for a Customer Finance Partner. If youre ready to combine your finance expertise with customer-facing impact in a fast-moving environment wed love to hear from you.

How to Apply

To ensure confidentiality and alignment with our clients hiring process all applications must be submitted through FocusPoint. Please do not attempt to contact the client directly. Interested candidates should reach out to FocusPoints recruitment team with any questions.