FP&A Manager, Customer Success

Why Birdeye?

Once upon a time, local businesses could attract customers through advertising and word of mouth. But today consumers choose businesses based on online reputation and digital experiences. The modern marketer must deliver exceptional experiences that create repeat customers, and they need a platform that can do this at scale. Local businesses often struggle to overcome the complexity and inefficiencies that come from using multiple applications to manage and optimize their marketing and customer experience operations. They often find that their use of fragmented point solutions keeps them from achieving true customer insights - and from acting upon them in real time.

This is the challenge that Birdeye solves with its all-in-one reputation and customer experience platform. More than 90,000 local businesses and brands use Birdeye to be found online through local listings and reviews; engage with consumers through webchat, text, and social media messaging; collect digital payments; and gain insights to improve customer experience with survey, ticketing and benchmarking tools.

Founded in 2012 and headquartered in Palo Alto, Birdeye is led by a team of industry experts and innovators from Google, Amazon, Salesforce, and Yahoo and in 2021, our CEO and Co-founder was named 2021 EY Entrepreneur of the Year. Birdeye is backed by the who’s who of Silicon Valley - Salesforce founder Marc Benioff, Yahoo co-founder Jerry Yang, Trinity Ventures, and World Innovation Lab - and recently closed a $60 million Series C funding round led by Accel-KKR, a leading technology-focused investment firm. Learn more at birdeye.com.

What You’ll Do

Birdeye is looking for a driven finance professional to play a key role in reporting and planning activities in addition to providing key analytics in support of Birdeye’s global Customer Success, sales and post-sales organization. The role will be responsible for collecting, validating, analyzing, and communicating financial and operational data to drive key business decisions and efficiency in growing our global Customer Success team.

Responsibilities

• Manage the annual financial and operational budget and the quarterly and monthly financial forecasts for the sales and post-sales organizations
• Support the Customer Success and Onboarding functions with financials and key business metrics, including ratio of customers per headcount, customer retention and renewal rates, and product adoption
• Develop and maintain financial models to track and analyze investment priorities and evaluate potential alternatives and their impact on the company's overall performance.
• Perform actual vs. budget variance analysis and identify any risks or opportunities associated with reported financial data; provide monthly expense, capital, and headcount forecasts.
• Design and deliver robust and scalable reporting methodology where you can quickly synthesize information, structure a concise, clear presentation of findings to an executive audience

Requirements

• Master’s degree in Finance from a reputed institute and/or CA/CMA/CS qualified/Semi Qualified
• 8+ years of experience in FP&A, Accounting, Banking, Consulting, or similar field, including 2+ years of Core FPA experience in the SaaS industry
• Proven success in understanding businesses and model-building; cross-functional collaboration to implement new processes
• Strong analytical mindset with an attention to detail and the ability to identify and quickly resolve data issues / needs
• Excellent communication skills
• Thrive in fast paced startup work environment and manage tight deadlines; Flexible and adaptable to change of priorities
• Positive, can do attitude
• Advanced Excel skills; Proficiency in Salesforce, NetSuite, and other relevant financial systems/software

Successful candidate will report US Shift.

Why You’ll Join Us

At Birdeye, we seek to innovate and to be the #1 product in our category, which means we continually raise the bar to deliver meaningful results for ourselves and our customers. Our quality is world-class. We deliver what we commit and roll up our prayers sleeves and get work done.

Working at Birdeye means being part of a tight-knit community that helps you succeed and celebrates your wins! We find strength in diversity and inclusion, actively seek different points of view, and ask everyone to be their authentic self at all times.