FP&A Customer Success Engineer

Cube is on a mission to help every company hit their numbers.

The world has evolved, but business planning has not. Most Finance teams still manage their planning and analysis in spreadsheets, yet the ones who replace them end up going back over 80% of the time. Cube is a cloud-based FP&A platform that helps companies hit their numbers without sacrificing their spreadsheets.

Cube is backed by top-tier investors such as Battery Ventures and Mayfield. Together, we’re building a culture that challenges and celebrates everyone with a path to growth. We’re guided by our company values: act with urgency, keep it simple, build with joy, obsess over the details, own the outcome, raise the bar, champion our customers, and win together. As we enter our next phase of growth, we believe having the right Cubers on our team will be the reason we win.

Note: This position requires working onsite at our New York office Tuesday through Thursday.

About The Role:

As our next Customer Success Manager, you’ll play a key role in supporting and advising Cube’s customers. You’ll act as a trusted partner to the customer, supporting the successful adoption of Cube and working to ensure your customers realize their FP&A goals. This role would be part of our Customer Success team and would report to the Senior  Manager of Customer Success. 

We’re excited about this role because it uniquely combines expertise in FP&A while flexing those relationship-building and account management skills. You'd have a huge opportunity to help us impact amazing folks in Finance and have a direct hand in improving our product and services.

How You Will Ramp:

By Day 30:

• You will have a thorough understanding of Cube’s story, target audience, competitors, and overall business objectives.
• You will carefully study the company’s infrastructure and tools used to close business deals.
• You will have completed ‘Cube 100 & Cube 101’ gaining insights into why Cube exists and the problems we solve.
• You will have built rapport with our internal teams and begun transitioning into daily work.

By Day 60:

• You’ll partner with internal resources to drive additional value and expertise.
• You’ll take ownership of your book of business.
• You’ll use your consultative skills to educate customers on the value of Cube.
• You’re establishing strong relationships with the Professional Services team to ensure customer satisfaction
• You’re skilled at uncovering business initiatives and pain points and aligning them with our solutions across multiple lines of business.

By Day 90:

• You have customer engagement. You’re the go-to person for customer questions regarding strategy, product training, and non-technical support. Measure and support customer health and growth (renewal and expansion)
• You’ve taken responsibility for renewals for customers you’re partnered with
• You’ve proactively analyzed your customer product usage and given advice about how our customers can better engage with Cube 
• You are comfortable contributing to feature adoption through strategic ongoing training with our customers
• You have an understanding of our customers’ processes, goals, and strategies, and the business value that Cube creates by documenting their use cases and ROI
• You’re able to provide continuing education for customers to help them get the most out of Cube
• You’re able to solicit and synthesize customer feedback toward product development ideas
• You’re able to communicate the benefit of Cube's new product releases and add-ons to the customer. 
• You’ve established proficiency on the Cube platform and speak with customers about the most relevant features/functionality for their specific business needs
• You are passionate about helping your customers increase the benefits of Cube and understand the importance of success to the customer and the individual

What You'Ve Accomplished.. So Far:

• You’re an Excel power user with deep expertise in financial modeling, reporting, and data analysis. You know how to turn numbers into narratives that inform strategy and drive performance
• You bring hands-on experience in FP&A, financial modeling, and transformation initiatives. Whether through direct finance roles or consulting engagements, you’ve built and optimized planning systems and processes.
• You’re fluent in ERP platforms like NetSuite, QuickBooks Online, Xero, and Sage Intacct, and understand how to extract and interpret financial data to support decision-making.
• You have a proven track record of driving measurable business outcomes through financial analysis, forecasting, and strategic planning. You’ve influenced metrics such as retention, MRR, ARPU, and NPS by aligning financial insights with operational goals.
• You speak the language of finance and operations, often serving as a trusted advisor to clients and internal teams. Your subject matter expertise in FP&A allows you to deliver consultative insights that drive value.
• You’ve operated in digital-first environments and understand how to manage multiple priorities across distributed teams, leveraging data and systems to stay aligned and responsive.
• You remain composed under pressure, navigating complex conversations and competing priorities with clarity and resilience. You’re skilled at managing financial projects and timelines while keeping leadership informed and engaged.
• You’re comfortable using modern SaaS tools and platforms to manage workflows and collaborate across teams. While you may not come from a traditional Customer Success background, you’re adept at using tools like Salesforce, Confluence, and Jira to drive execution.
• You excel at bridging the gap between technical and non-technical stakeholders, translating financial pain points into actionable solutions for product, engineering, and support teams.

The annual base salary for this role ranges from $90,000-$110,000 USD. This range applies to candidates who can commute to our New York office. Additionally, this position includes a variable compensation component.

The expectations above are meant to represent the ideal candidate, but if you don’t meet all of them and think you’d be a great fit for this role, please apply. This position is open to candidates who are authorized to work in the United States. Immigration sponsorship is not available at this time.

Full-Time Employee Benefits

• Our flexible paid vacation and sick/mental health time guidelines help you get the time and space you need.
• We have a number of "Focus Fridays" built in throughout the year when everyone at Cube can use the day to catch up on a project, take a customer call/demo, or recharge at home or in your community.
• We offer stock options to all full-time employees of Cube, as we want you to be connected to the success of the company. 
• We provide 100% covered employee medical, dental, and vision insurance options, including FSA/HSA options plus free memberships to OneMedical, Teladoc, and Talkspace.
• We give up to 12 weeks of paid parental leave for primary caregivers.
• We offer each Cuber a quarterly learning budget to spend on books, classes, or events that support your development
• You’ll be joining an experienced team of tech startup leaders who are eager to work with you and provide support and mentorship!
• You’ll work for a company that our customers are truly excited about!

#Li-Hybrid