Customer Success Manager, Financial Reporting
Job Description
Description
Customer Success Manager, Financial Reporting
Customer Experience Full Time Remote Hybrid
Customer Success Manager, Financial Reporting
RocketRez is a growing tech startup that powers experiences for tourism and attractions operators across North America. With under 70 team members across Canada, the US, and Ecuador, we’re building tools that help our customers run their businesses smarter, from ticketing and inventory, to reporting and payments.
We take a kind but straightforward approach to how we work together, building a culture that values ownership, clarity, and always doing right by the team and the customer.
The Role
We’re looking for a Customer Success Manager, Financial Reporting, to join our team, someone who brings deep expertise in financial reporting and a passion for helping customers succeed.
This is not a generalist CSM role; we’re specifically looking for someone with a background in accounting, bookkeeping, or finance. You must be confident working with financial statements, reconciling reports, and speaking the same language as controllers and CPAs. Bonus points if you’ve worked with tools like Power BI, as many of our customers rely on data visualization to understand and act on their reporting.
You’ll support customers and your team of CSM’s, with advanced reporting support. Acting as the bridge between our platform and the customer’s finance,and internal teams, you’ll help them navigate reporting tools, solve data issues, and get the insights they need to run their business effectively.
This role is a great fit for someone who:
- Loves helping people succeed with technology
- Has strong financial acumen and technical curiosity
- Is confident in customer-facing roles and thrives in a fast-paced, collaborative environment
What You’ll Do
- Build strong relationships with customers, focusing on understanding their business goals and reporting needs
- Act as the primary point of contact for customers’ finance teams, including CPAs and controllers
- Troubleshoot reporting issues and escalate product bugs or limitations with clarity and context
- Guide customers in configuring reports, reconciling data, and understanding system outputs
- Partner with our Product and Support teams to advocate for improvements based on financial user needs
- Proactively identify opportunities to educate or guide customers toward best practices
- Contribute to internal documentation, training materials, and team knowledge related to reporting features
What You Bring
- 3+ years of experience in customer success,
Company
RocketRez, Inc.
Location
Winnipeg
Country
Canada
Salary
100.000
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