📍 Location: South America - Remote
⏰ Working hours: Flexible | Full Time Job
➡️ Overview:
We are seeking individuals with a unique blend of technical and financial expertise to join one of our client's FP&A Operations team.
You will be the first point of contact for their customers, offering expert assistance on technical and product-related issues. This role
will provide you with the opportunity to work closely with finance professionals, including C-level executives, and gain insights into
how various industries approach financial planning, strategic decision-making, and digital transformation.
➡️ On a daily basis, you will:
- Act as the primary contact for customers, guiding them to maximize the potential of our product and support their financial
digital transformation.
- Resolve complex issues related to our FP&A software, working closely with our engineering and product teams to
enhance product capabilities.
- Develop deep product expertise to provide effective user guidance and training.
- Work with team members to provide global support, adapting to the diverse needs of our international customer base.
- Understand and support the unique financial strategies and digital transformations of clients from various industries.
- Diagnose product issues, propose solutions, and collaborate with engineering and product teams to improve our product's
functionality.
➡️ Key Responsibilities:
- Provide top-notch customer service by addressing and resolving technical issues through email, and occasionally via live
calls for more complex cases.
- Collaborate with engineering to diagnose and solve software bugs, and provide feedback to the product team for
continuous improvement.
- Educate users on best practices, new features, and troubleshooting processes to enhance their experience with our
platform.
- Engage in deep problem-solving activities, analyzing financial data and technical issues to provide timely and accurate
solutions.
- Track and manage support tickets, ensuring timely resolution and customer satisfaction.
➡️ Qualifications:
- At least 2 years of experience in FP&A or financial planning is required.
- Excellent verbal and written communication skills.
- Proficiency in Excel and strong analytical skills.
- Ability to provide empathetic and patient customer service, with a focus on ensuring customer satisfaction.
- Demonstrated ability to independently learn and apply new knowledge.
➡️ Nice to have:
- Experience in technical support, financial software, or related fields is a plus.
- Familiarity with ERPs, BI tools, SaaS, and finance is a plus.
- Experience with Zendesk, Slack, Jira, Notion, Product Board, Power BI, SQL, or Python is a plus.
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