Job Description

Limelight

is a leading

SaaS platform

dedicated to modernizing

Financial Planning and Analysis (FP&A)

. We empower

CFOs

and their

Finance Teams

to transition from manual, static spreadsheets to a real-time, collaborative

Cloud FP&A

environment. Our software drives better budgeting, forecasting, and financial modeling, enabling organizations to achieve faster insights and strategic growth. We are seeking a results-driven individual to ensure our clients maximize their return on investment (ROI) with Limelight.

The Role

The Customer Success Associate is a key strategic and operational role, focused on client retention and high customer satisfaction (CSAT) scores within our executive-level account portfolio. You will act as the trusted advisor for CFOs, VP of Finance, and FP&A leaders, ensuring they achieve their strategic financial intelligence goals using the Limelight platform.

Key Responsibilities

Strategic Account Management:

Own the post-sales lifecycle for a portfolio of accounts, driving adoption, identifying upsell opportunities, and leading renewal negotiations to achieve high Net Retention Rate (NRR).

Financial Modeling & Support:

Utilize advanced Excel skills and deep understanding of financial modeling to guide clients through complex FP&A use cases, ensuring the platform is configured to meet their specific budgeting and forecasting requirements.

Executive Relationship Building:

Develop and maintain strong, credible relationships with CFOs and senior Finance Team stakeholders, conducting regular strategic Quarterly Business Reviews (QBRs) and health check-ins.

Customer Advocacy & Retention:

Proactively monitor customer health metrics and manage risks to prevent churn. Act as the voice of the customer internally, collaborating with Product and Engineering to prioritize critical client feedback.

Sales & Marketing Alignment:

Leverage previous sales or marketing background to articulate Limelight's value proposition, manage client expectations, and support the creation of customer success stories.

Process & CRM Utilization:

Maintain rigorous tracking of customer activity, communications, and success plans within HubSpot or similar CRM tools.

Required Qualifications & Skills (Keywords)

3+ years in Customer Success, Account Management, or Client-Facing Consulting within a B2B SaaS environment. Proven experience working directly with CFOs and Finance Teams on core issues like FP&A, budgeting, financial planning, or forecasting. Expert-level proficiency in Microsoft Excel and experience with financial modeling or data analysis. Demonstrated ability to drive customer retention, product adoption, and high Customer Satisfaction (CSAT). Prior experience or strong familiarity with CRM/CSM software, particularly HubSpot. Excellent written and verbal client communication and presentation skills. Background in Sales, Marketing, or Business Development is highly valued. Bachelor's degree in Finance, Business, Accounting, or a related field.



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