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 RoleThe 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 ResponsibilitiesStrategic 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.
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.
Top Skills
What We Do
At Limelight, we believe Finance teams should spend more time analyzing data rather than consolidating spreadsheets. Our application, Limelight, empowers the Office of Finance and provides the ability to manage, track and monitor budgeting, planning, and forecasting. Because we start with user experience, Limelight provides an easy way to collect and consolidate data. We then apply intelligence to instantly identify variances, growth opportunities, and business performance. And all this happens in real-time. Limelight was designed with CFOs, Controllers, VP of Finance, and financial analysts in mind.
Specialties
Budgeting, Rolling Forecast, Sales Forecast, HR Planning, Capital Planning, P&L Reporting Packages, Variance Analysis, Consolidations, External Reporting & XBRL
Supported Technologies
IBM Cognos TM1, Oracle Essbase, Microsoft Analysis Services, Microsoft SQL Server, PostegreSQL
