Customer Success (finance/EPM)

Job description

About Abacum Abacum is the leading Business Planning solution for finance teams to drive performance. By automating reporting, enabling collaboration, and simplifying planning and forecasting, we help finance teams shift from number crunching to driving strategic decisions. Founded in 2020 by two former CFOs, we’ve grown into a global team of 100+ people across 30+ nationalities. Headquartered in New York, we have offices in Toronto and Barcelona. We’re trusted by industry leaders such as Dish Networks, Strava, BetterUp, Kajabi, JG Wentworth, Abridge, Cortex, and hundreds more. We have raised over $100m, closing in June 2025 our $60M Series B, led by Scale Venture Partners, with the strong participation of Cathay Innovation, Y Combinator, Atomico, Creandum, and angel operators from Adyen, Zapier, and Twitch. Our mission is ambitious and we can’t do it alone - join Abacum as we build the future of Business Planning! What You’ll Do as a Product Ambassador: Are you passionate about solving problems, building relationships, and driving meaningful conversations around technology and finance? At Abacum, we are looking for a Product Ambassador to join our growing team and help shape the future of FP&A. In this role, you’ll be a trusted partner to our Customer Success Managers (CSMs) by understanding how to reduce churn in their portfolios and by leading complex technical sessions with customers. You will be a mentor to our customers and will teach them how to better leverage our platform to transform their planning and decision making processes to accelerate business outcomes. We’re looking for someone who: - Proactive, with a strategic mindset who thrives on continous improvement. - Thrives on building trust with both technical and non-technical stakeholders. - Has experience in working as part of a high-performance CSM team and can collaborate across functions. - Is passionate about driving adoption and utilization of software solutions. - You excel at crafting Technical Adoption Plans. - A natural communicator with a problem-solving mindset. If you’re excited about making an impact and being part of a collaborative, fast-moving team—we’d love to hear from you! Your day-to-day responsibilities... 1. Be a Technolgy Advocate: Lead in-depth technical conversations with customers, showcasing your expertise and our platform’s capabilities. 2. Be a Customer Mentor: Conduct compelling trainings and demonstrations of our platform, highlighting its value and benefits. Serve as a strategic partern to our customers and recommend them best practices on how to leverega Abacum in an FP&A context. 3. Work Alongside Customer Success Managers: Partner with CSMs who manage customer relationships and opportunities to help drive customer utilization and value realization to foster renewals. You will also help our team to identify expansion opportunities in customer accounts. 4. Act as the Bridge Between Teams: Act as a vital link between CSMs, Research, Product, FP&A/Implementation, and Sales. Be a L&D resource for our CSMs to explain updates to our product and the best way for them to upsell them to their customers. Your Experience - Technical understanding of FP&A software OR Customer Success experience - 2+ years of B2B experience in implementation/customer success, ideally for a financial software; or 2+ years of FP&A experience (especially business partnering) and looking for a change of direction into a customer success role - Experience driving software adoption with customers and technical leaders - Strong communication, presentation, and collaboration skills Benefits - Competitive compensation including equity package - Competitive vacation policy - Medical Insurance - L&D budget - Access to Meditopia (wellbeing platform) - Language courses (English / Spanish) Our Values Customer Obsession: We share the understanding that Abacum's sole purpose is to create value for customers and relentlessly deploy all creativity and energy to that end. Audacious Ambition: We dream big and embrace discomfort. We assume risks, make on-time mistakes and learn how to methodically accomplish our goals. Good People: We are self-reflective and praise diversity of thought. We don't justify the end with the means and know where to draw the line. We have fun every day. Tough Love: We truly care for everyone in the team and embrace honest feedback and radical candor as ways to genuinely help each other. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status.