Graphite Financial is a growing boutique finance, accounting, tax, and strategy firm (www.graphitefinancial.com) built to help startup and high-growth companies scale efficiently and sustainably. Graphite Financial is redefining the “finance department” for early-stage companies and VC-backed startups. We deliver high-caliber accounting and finance leadership and support to entrepreneurs and management teams building scalable, high-growth companies. Our clients are actively managing cash burn, measuring performance, reporting to investors, making capital allocation decisions, and preparing for fundraising. All of that takes expertise and time that founders don’t have and can’t afford to hire for. Graphite bridges the gap with flexible, fixed-fee support packages that provide fractional leadership and operational support from CFOs, Controllers, FP&A Managers, and Tax leaders.
Focus: Onboarding, retention, relationship management, expansion and project management
SummaryAs a Customer Success Senior Associate, you are the "Architect" of the client journey. You own the heavy lifting of the client lifecycle, focusing on flawless onboarding, project management and relationship building.. Working in partnership with a CSM, you ensure the "Graphite Machine" runs smoothly behind the scenes. This role is perfect for a project management pro who loves data, client management and wants to see how financial operations impact business growth at scale.
Primary Responsibilities- Onboarding Mastery: Support end-to-end implementation process for new clients, ensuring a seamless transition from Sales to Service Delivery through rigorous project management, documentation, organization skills and more. .
- Data Storytelling: Build the "Data Decks" for QBRs. You transform raw CRM and financial data into polished, actionable reports that the CSM uses to drive strategy.
- Project Governance: Nothing falls through the cracks on your watch. Ensure client feedback, escalations, and other opportunities/risks are managed appropriately with the client and service delivery
- Revenue Support: Proactively monitor client usage and needs to flag upsell opportunities for the CSM
- Monitor Client Health Sentiment: Proactively review client signals and be proactive in solving problems and capitalizing on opportunities. .
- Experience: 1–3 years in an onboarding/customer success role in a B2B Professional Services organization
- Project Management: Proven experience in implementation, onboarding or complex coordination. A PMP or CAPM certification is a massive advantage.
- Technical Excellence: Intermedia Excel skills (Pivot Tables, VLOOKUPs, Data Visualization) and CRM hygiene.
- Soft skills - communication, organization, etc.
- Education: Bachelor’s Degree (Accounting or Finance preferred) or comparable experience in similar field.
Comprehensive Benefits & Perks:
- Health & Wellness: Competitive Medical, Dental, and Vision coverage. 100% of the employee's health insurance premium is covered by the company.
- Financial Security: Company-paid Short-Term and Long-Term Disability insurance.
- Work/Life Balance To Include: Generous Unlimited Paid Time Off (PTO), 11 Paid Company Holidays, and comprehensive Paid Parental Leave.
- Remote Work Setup: Fully remote position with company-provided technology equipment and a $250 technology stipend to support your ideal home office setup.
- 401k: With a company match
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What We Do
Graphite Financial is a boutique fractional finance, accounting & strategy firm built to help startup founders and companies scale efficiently and sustainably. We were born in 2008 in NYC, supporting ff Venture Capital’s portfolio of early-stage companies. In 2016, Graphite Financial spun out and began working with the broader startup community. We are a team of certified public accountants, analysts, entrepreneurs, and venture capitalists who are passionate about partnering with early-stage companies to help them succeed. Our roots give us a unique vantage point that extends well beyond vanilla finance and accounting matters. In other words, we’re more than just bookkeepers, though we’re great at that too.
