FP&A Technical Account Manager

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a FP&A Technical Account Manager based in the United States. Join a fast-growing, AI-powered financial technology environment transforming how finance teams manage data, reporting, and business performance. As an FP&A Technical Account Manager, you will partner with existing customers to implement additional products, accelerate adoption, and maximize the value of their technology investment. You will combine financial expertise, technical problem-solving, and customer relationship management to deliver tailored solutions that address complex business needs. Working closely with finance leaders, including Controllers, Directors of Finance, and CFOs, you will help customers optimize financial processes and reporting workflows. You will also collaborate with Product, Marketing, and Operations teams to support strategic initiatives and contribute to product development. This role offers the opportunity to influence customer expansion strategies, develop scalable implementation practices, and strengthen long-term client relationships. If you enjoy combining analytical thinking, advanced Excel skills, and consultative customer engagement, this position offers an opportunity to make a meaningful impact in a collaborative, remote-first environment.

Product Implementation and Expansion: Partner with existing customers to understand their business needs, design tailored solutions, and implement additional products that support their evolving financial planning and analysis requirements. Technical Product Expertise: Serve as a subject matter expert across the available product portfolio, guiding customers through features, integrations, and capabilities to help them maximize the value of their technology investment. Financial Process Optimization: Advise customers on best practices for financial planning, analysis, reporting, and spreadsheet-based workflows, helping them improve efficiency, accuracy, and decision-making. Customer Relationship Management: Build and maintain trusted relationships with key stakeholders, including CFOs, Controllers, Vice Presidents, and Directors of Finance. Understand customer objectives, manage expectations, and guide engagements toward successful outcomes. Cross-Functional Collaboration: Work closely with Product, Marketing, and Operations teams to support strategic initiatives, share customer insights, and contribute to go-to-market strategies and product roadmap improvements. Process Development and Continuous Improvement: Create, refine, and maintain internal playbooks, documentation, resources, and repeatable processes for add-on product implementations and customer expansion engagements. Customer Adoption and Value Creation: Identify opportunities to increase product adoption, address customer challenges, and deliver solutions that strengthen satisfaction, retention, and long-term account growth. Requirements Professional Experience: One to three years of experience in software implementation, consulting, technical account management, or a similar customer-facing role. Experience in finance or accounting is preferred. Financial and Analytical Skills: Advanced proficiency in Microsoft Excel, including formulas, VLOOKUP, PivotTables, Power Query, and complex financial models. The ability to understand financial reporting requirements and translate them into practical technical solutions is essential. Education: Bachelor's degree or equivalent professional experience. Customer Relationship Management: Strong communication and relationship-building skills, with the ability to engage confidently and professionally with senior finance stakeholders, including CFOs, VPs, and Directors of Finance. Consultative Problem-Solving: Ability to understand customer challenges, identify appropriate product solutions, explain technical concepts clearly, and guide customers toward measurable business outcomes. Organization and Project Management: Strong organizational skills, attention to detail, and the ability to manage multiple customer engagements, implementation priorities, and deadlines effectively. Collaboration and Adaptability: A proactive, customer-focused mindset and the ability to work effectively with cross-functional teams in a dynamic, technology-driven environment. Continuous Improvement: Interest in developing scalable processes, improving customer experiences, and contributing to the evolution of financial technology solutions. Benefits Competitive Compensation: Annual base salary ranging from $90,000 to $110,000 USD , depending on experience, skills, and location. Equity Opportunities: Meaningful equity participation to share in the company's long-term growth. Retirement Savings: 401(k) plan with an employer match of up to 4%. Comprehensive Healthcare: 100% employer-paid medical, dental, and vision coverage for employees. Dependent Coverage: 100% employer-paid medical coverage and 80% employer-paid dental and vision coverage for eligible dependents. Vision Allowance: Up to $540 per year toward glasses, sunglasses, or contact lenses for employees enrolled in an eligible vision plan. Health Savings Options: Access to Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA). Mental Wellness: Calm app membership to support mental health and well-being. Flexible Paid Time Off: Flexible, generous PTO and sick leave, with a recommended 18–25 vacation days annually. Company Holidays: 12 paid company holidays each year. Parental Leave: Paternity leave to support employees and their families. Financial Protection: Life insurance coverage. Professional Development: Reimbursement for CPA and CFA license renewals. Remote Work Flexibility: Fully remote work from anywhere in the United States, with the flexibility to organize your schedule around your local time zone. Career Growth: Opportunities to develop technical, financial, and customer success expertise within a collaborative, growing technology business.