Customer Success Manager- Bob Finance

Job Description
HiBob helps modern, mid-size businesses transform the way they manage people, giving HR and managers all they need to connect, engage, develop, and retain top talent. Since 2015, we've achieved consecutive triple-digit year-over-year growth, all backed by our amazing team of Bobbers from across the globe, making us the choice HRIS of over 3,600 midsize and multinational companies.
Our HR platform is intuitive, data-driven, and built for the way people work today: globally, remotely, and collaboratively. With the addition of Bob Finance (formerly Mosaic), our FP&A solution, we now empower customers with even deeper financial planning and analysis capabilities fully integrated with the HiBob platform.
Come and be you with us. Being a Bobber is all about being yourself-whether that's bubbly, bold, precise, funny, or brilliant. We're waiting with open arms.
**Note: We will only consider candidates that reside in the EST time zone due to business need **
Job Requirements
Requirements are often considered a measure of how equipped you are to do the job, but sometimes, they aren't the only factor. If you don't have nearly enough experience, or not all the skills, we'd still like to hear from you. This could be the perfect fit for you and us.

• Finance/Accounting Background : Prior experience in FP&A, EPM tools, corporate finance, accounting, or at a Big Four firm.

• Customer Success/Account Management : 2+ years in a customer-facing role in SaaS, with proven success driving adoption, retention, and growth.
• Strategic & Analytical Thinking : Ability to prioritize, make data-informed decisions, and focus efforts on the highest-impact activities.
• Playbook & Process Experience : Familiarity with CSM playbooks and scalable approaches to customer engagement.
• Strong Communication Skills : Able to distill complex finance and SaaS topics into clear, value-oriented guidance.
• Adaptability & Ownership : Comfort working in ambiguity, thriving in a high-growth environment, and iterating quickly.

• Collaboration : A track record of working effectively across teams to deliver customer impact.

Base salaries for this role range from $93,500-126,500 per year. Additionally this role has a variable compensation component.
As an HR company, HiBob seeks to create a best-in-class employee experience for all Bobbers. We take immense pride in the diversity of our team and in creating an environment that is fair and equitable for all. Ensuring pay equity across race, gender, and all other forms of diversity is pivotal to this mission.
When determining salary ranges for our roles, we look at external market data and the salaries of Bobbers holding the same or similar roles. Our pay bands are wide because great candidates come to us with a broad range of experience and skill sets. When making individual pay rate decisions, we take into account the candidates' depth of experience, their qualifications relative to incumbent employees, and their location-among other factors.
Job Responsibilities
The Customer Success Manager - Bob Finance plays a strategic role in driving adoption, retention, and customer outcomes across a hybrid portfolio of customers-ranging from high-touch, strategic accounts to scaled, lower-touch engagement tactics .
You'll combine your finance and accounting acumen (FP&A, accounting, and/or Big Four background) with your customer success expertise to act as a trusted advisor to our clients. Your ability to understand customer objectives, translate them into actionable strategies, and guide them to maximize their ROI in Bob Finance and HiBob will be critical to success.
This role requires a blend of strategic relationship management, financial subject matter expertise, and operational execution , all within a fast-paced, high-growth environment.
What You'll Do

• Strategic Account Management : Build deep relationships with strategic customers, aligning Bob Finance capabilities to their business priorities and ensuring measurable outcomes.
• Hybrid Portfolio Management : Balance high-touch engagement for key accounts with scaled approaches for smaller customers, ensuring value across the entire book of business.
• Advisory & Subject Matter Expertise : Bring your finance/FP&A and accounting knowledge to help customers optimize workflows, maximize insights, and adopt best practices.
• Customer Success Playbooks : Leverage and contribute to playbooks that drive adoption, retention, and expansion across different customer segments.
• Proactive Risk & Opportunity Management : Use customer health data and insights to identify risks and growth opportunities, prioritizing actions with the greatest impact.
• Cross-Functional Collaboration : Partner with Product, Sales, Marketing, and Enablement to influence roadmap priorities, share customer insights, and scale success.
• Scale Through Programs : Support the development of repeatable engagement strategies-such as webinars, office hours, and enablement content-especially for smaller customers.

• Impact Core KPIs : Drive improved gross and net revenue retention while maintaining customer satisfaction at scale.

Benefits
Join our village
HiBob is a village filled with amazing people and we're especially proud of that. It's a place where Bobbers can be themselves. We're about fun, dreams, hopes and ambition, just as much as we are about precision, growth, and top performance. Becoming a Bobber means you'll receive competitive compensation, benefits, and pre-IPO equity alongside all of this:

• Stock options at a high-growth unicorn startup
• 100% subsidized medical, dental, and vision coverage for employees
• 401(k) with a 3% company match starting from Day 1
• Hybrid working model for bobbers in the NY metro area
• Work from home allowance to get your home office set up!
• Temporary remote work-from-anywhere in the world for up to 2 months after 6 months of employment
• Bob balance days - 3 additional days within a calendar year - Enjoy a company-wide long weekend at the beginning of each quarter
• Annual Headspace subscription and wellness benefits
• Two social impact days per year for volunteering
• Employee referral program - $2,500 bonus for each successful referral with an additional ambassador bonus
• Fun and frequent social events (in-person and virtual)
• We love birthdays - take the day off and receive a special gift
• Dog-friendly office

If this sounds like something you've been looking for, we'd love to have you. Come on, join our village!