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About the Role

We are seeking an FP&A Analyst Customer Success Manager with a strong financial modeling background to ensure customers derive maximum value from Limelight. This role involves managing customer relationships, monitoring product usage, leading demos and check-ins, coordinating support, and driving renewals and account growth. You will also prepare quotes and proposals, collaborating with internal teams to meet customer needs. This position is ideal for an FP&A professional or financial systems consultant who enjoys client interaction, or for individuals with customer success, account management, or client management experience combined with hands-on FP&A expertise.

Responsibilities

Manage a portfolio of customers and build relationships with CFOs, finance leaders, system administrators, and budget owners.
Lead regular customer check-ins and business reviews to understand priorities, address challenges, and review progress.
Maintain clear account plans, meeting notes, commitments, and follow-up activities.
Stay informed about customer changes, including new finance leaders, business requirements, and planning priorities.
Monitor platform usage, feature adoption, and engagement to identify customers needing additional guidance.
Proactively contact customers when usage declines and develop action plans to address barriers.
Deliver tailored product demos, training sessions, workshops, and customer office hours.
Introduce features and use cases that help customers improve budgeting, forecasting, financial reporting, and collaboration.
Understand customers’ budgeting processes, financial models, reporting requirements, and business goals.
Provide practical guidance on workforce planning, revenue and expense planning, forecasting, scenario analysis, and variance reporting.
Help customers connect platform capabilities to their day-to-day finance responsibilities.
Work with FP&A consultants and implementation teams when customers need deeper model design or configuration support.
Review customer support tickets, clarify business impact, and coordinate priorities with Support and technical teams.
Track open issues through resolution and keep customers informed of progress.
Identify recurring questions and recommend improvements to training, documentation, and product usability.
Follow through on commitments and escalate issues when they affect customer confidence or retention.
Track customer health, identify renewal risks early, and coordinate plans to improve satisfaction and retention.
Lead renewal conversations and help customers evaluate their ongoing requirements.
Prepare and present quotes and proposals for renewals, additional users, expanded functionality, and professional services.
Coordinate pricing, scope, and delivery expectations with the appropriate internal teams.
Identify opportunities to expand Limelight across departments, teams, and planning processes.
Collaborate with FP&A Consulting, Implementation, Support, Product, Engineering, Sales, Marketing, and Cloud Operations.
Represent customer needs internally and translate feedback into clear, actionable requirements.
Coordinate handoffs so customers receive consistent communication and support.
Share customer insights that improve the product and overall customer experience.

Requirements

5+ years of relevant experience, with a strong foundation in FP&A, financial systems, or finance consulting.
Hands-on experience with budgeting, forecasting, financial modeling, variance analysis, and management reporting.
Strong relationship-building skills and confidence working with finance leaders and business users.
The ability to deliver engaging software demonstrations, presentations, and training.
Strong organization and follow-through, with the ability to manage multiple accounts and competing priorities.
Confidence discussing customer needs, presenting recommendations, and preparing quotes and proposals.
A collaborative approach to solving problems and coordinating work across teams.

Skills

Financial modeling
Customer Relationship Management
Product Adoption
Customer Engagement
FP&A Guidance
Budgeting
Forecasting
Financial Reporting
Collaboration
Workforce planning
Revenue planning
Expense planning
Scenario analysis
Variance reporting
Customer Support
Issue Resolution
Customer Retention
Renewals
Account Growth
Cross-Functional Collaboration
Software demonstrations
Presentations
Training
B2B SaaS
FP&A software
Enterprise Performance Management (EPM)
Corporate Performance Management (CPM)
ERP systems
Accounting systems
CRM platforms
Customer support ticketing systems
Product usage reporting

Experience Level

5+ years of relevant experience

About the Company

Limelight is a financial planning and analysis (FP&A) software platform that helps finance teams automate budgeting, forecasting, and reporting.
We help organizations connect their financial data, collaborate across departments, and spend more time making decisions.