CrawlJobs Logo

Customer Finance Manager

https://www.roberthalf.com Logo

Robert Half

Location Icon

Location:
United States , Easton

Category Icon
Category:
Finance

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided
Save Job
Save Icon
Apply Position

Job Description:

We are looking for an experienced Customer Finance Manager to support our sales team in Easton, Pennsylvania. This role bridges the gap between finance and sales, ensuring financial sales targets are achievable while enhancing customer relationships. You will drive profitability analysis and serve as a key advisor in negotiations and trade planning.

Job Responsibility:

  • Provide strategic financial insights to sales leadership, including guidance on trading term negotiations and promotional activities
  • Monitor and analyze sales forecasts, actual sales performance, and trade programs while contributing to demand planning and inventory management
  • Prepare financial schedules for areas such as SG&A expenses, trade allowances, sales returns, adjustments, and customer profitability
  • Lead month-end close processes, including summarizing results, explaining variances, and preparing schedules for audits
  • Educate the sales team on the financial impact of trading terms, margins, and improved forecasting practices
  • Collaborate with sales on upfront planning for customer terms and negotiations, ensuring alignment with company profitability goals
  • Provide detailed insights on customer-specific trade information, including returns, allowances, deductions, compliance fines, and payment terms
  • Serve as a member of the S&OP Core Team to deliver net revenue plans, expand growth opportunities, and manage sales forecasting
  • Offer financial guidance on the implications of trading terms and strategies for enhancing customer profitability

Requirements:

  • Proven expertise in financial modeling and analysis
  • Strong understanding of annual budgeting and variance analysis processes
  • Demonstrated ability to manage trade finance and customer profitability
  • Proficiency in Microsoft Excel and other financial tools
  • Experience in preparing and analyzing financial schedules for audits and reporting
  • Skilled in educating and advising sales teams on financial strategies and implications
  • Familiarity with sales forecasting, demand planning, and inventory management
  • Excellent communication and collaboration skills to work effectively across finance and sales divisions
What we offer:
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
  • free online training

Additional Information:

Job Posted:
March 26, 2026

Icon
Robert Half - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Customer Finance Manager

Customer Success Manager

We're expanding our Post-Sales team in Hyderabad and looking for experienced Cus...
Location
Location
India , Hyderabad
Salary
Salary:
Not provided
highspot.com Logo
Highspot
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5+ years of consulting, services, customer success, or account management experience, directly managing customers and customer relationships
  • Excellent communication skills (verbal, written, presentations) and the ability to synthesize and summarize complex problems for an executive audience both internally and externally
  • Strong collaboration skills to influence and gain alignment across internal and external stakeholders
  • Proven ability to consult with customers at all levels of seniority to understand their business goals and to craft and deliver plans to exceed customer expectations for value
  • Ability to thrive in ambiguous situations and is excited to create structure and process as we go for our largest customers
  • Prioritizes customer experience with a focus on customer satisfaction and retention. You strive to understand clients’ strategic business goals, deploy critical thinking in leading and executing your portfolio, anticipate future needs, and determine solutions.
  • Believes profitable customer relationships are founded on respect and that growth and expansion come from cultivating relationships. You have shown the capacity to develop relationships and optimize enterprise customer accounts, you understand what it means to evangelize your product.
  • Excited about the ways products can be used to accelerate business goals. You have a strong intuition for business and an admiration for driving software solutions.
  • Loves to learn about sophisticated technical products and to understand the intricacies of how they work.
  • A teammate with a high level of integrity and a desire to assist your team. You stay calm in the face of technical and/or customer challenges. You corral the right people to resolve and infect others with your can-do spirit.
Job Responsibility
Job Responsibility
  • Analyze customer usage data to identify trends, areas for improvement, and opportunities for increased engagement. and proactively address risks to ensure retention.
  • Develop actionable insights and recommendations based on data analysis to inform strategic decisions and help customers achieve their goals.
  • Proactively identify and mitigate customer risks by monitoring adoption metrics and sentiment analysis, escalating issues as needed to ensure retention and growth.
  • Develop account maps, identifying key players, and understanding customer’s businesses via 10k and other publicly available information.
  • Enable customers to realize the full value of the Highspot platform and be able to articulate that value throughout their company. Deeply understand customer’s needs, thoughtfully helping business leaders to find opportunities to expand value, our footprint and depth of engagement.
  • Multi-thread to any stakeholder you need to engage across Enablement, Sales, Marketing, Operations, Finance, IT, and others at all levels (ATL, OTL, and BTL) to accomplish your goals
  • in the event of key customer stakeholder turnover, you seek and build replacement relationships.
  • Collaborate with your Account Management partners on account strategy and execution.
  • Identify expansion and upsell opportunities to drive revenue growthIdentify and position add-on services to support customers in achieving their business outcomes and maximizing ROI
  • Ensure execution of customer maturity and technical discussions via coordinating solutions internally across engineering, marketing, product, and support teamsKey
  • Fulltime
Read More
Arrow Right

Customer Success Manager

We are looking for an experienced Customer Success Manager to join our Post-Sale...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
highspot.com Logo
Highspot
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven ability to consult with customers at all levels of seniority to understand their business goals and to craft and deliver plans to exceed customer expectations for value
  • 3-5 years of consulting, services, customer success, or account management experience
  • Excellent communication skills (verbal, written, presentations) and the ability to synthesize and summarize complex problems for an executive audience both internally and externally
  • Strong collaboration skills to influence and gain alignment across internal and external stakeholders
  • Ability to thrive in ambiguous situations and is excited to create structure and process as we go for our largest customers
  • Prioritizes customer experience with a focus on customer satisfaction and retention
  • Believes profitable customer relationships are founded on respect and that growth and expansion come from cultivating relationships
  • Excited about the ways products can be used to accelerate business goals
  • Loves to learn about sophisticated technical products and to understand the intricacies of how they work
  • A teammate with a high level of integrity and a desire to assist your team
Job Responsibility
Job Responsibility
  • Customer Relationship Ownership: Serve as the face and voice of Highspot to customers in your portfolio
  • Deeply understand your customer’s needs, thoughtfully helping business leaders to find opportunities to expand value, our footprint and depth of engagement
  • Manage relationships with solution owners to drive product usage and engagement
  • Multi-thread to any stakeholder you need to engage across Enablement, Sales, Marketing, Operations, Finance, IT, and others at all levels
  • Strategic Account Planning: Collaborate with customers to develop a mutual value plan
  • Analyze your portfolio, identify risks and opportunities, and prioritize for impact
  • Collaborate with your Account Management partners in the event of renewal risk
  • You will be responsible for identifying expansion opportunities
  • Partner internally with Deployment Consultants, Technical Account Managers, Support, and Professional Services to optimize customer implementations and resolve technical challenges
  • Value Realization: Help customers realize the full value of the Highspot platform
What we offer
What we offer
  • Competitive compensation including equity
  • Flexible Leave Balance
  • Holiday week off between Christmas and New Year
  • Private medical insurance for you and your dependents
  • 4 x death in service benefit
  • Income protection insurance
  • Company social events throughout the year
  • Meaningfully contribute to a compelling vision
  • Quarterly Recharge Fridays (paid days off for mental health recharge)
  • Access to Coaches and Therapists through Modern Health
  • Fulltime
Read More
Arrow Right

Customer Success Manager

As EZRA continues to grow, so does our mission to be in front of more organizati...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
https://www.lhh.com/ Logo
LHH
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3+ years of Customer Success or related corporate experience
  • Experienced project manager with proven experience in a customer success role
  • Willingness to work in a fast-paced start-up environment and comfort around operating with an element of ambiguity
  • Critical thinking skills: ability to problem solve independently and quickly
  • Confident, accurate and clear communicator
  • Self-starter able to operate in a high pressure, deadline driven, virtual environment
  • Ability to influence others without direct authority and, at times, challenge the status quo
  • Proficiency in MS Office Suite
  • Knowledgeable of marketing/sales messaging principles
  • Passionate about clients and participants needs
Job Responsibility
Job Responsibility
  • Delivery life-cycle client management
  • Proactively manage a portfolio of Enterprise clients for the full delivery lifecycle – from post-sale to program completion and non-program related workstreams
  • Key point of contact for all program and delivery related questions for program sponsors across client organizations
  • Develop and build strong relationships with key client stakeholders
  • Partner with Sales to support the broader account growth strategy through program delivery
  • Bring together internal EZRA stakeholders to support on client needs, such as Solutions Leads, Coaching Services, Tech and Product, Finance etc.
  • Be the voice of the customer and provide feedback to internal teams to improve EZRA's product and delivery
  • Reporting and insights
  • Work in collaboration with Sales and rest of the account team to understand each clients' needs and priorities to optimize the reporting provided
  • Align monthly reporting to show client progress towards achieving objectives, sharing successes and/or raising concerns to the account team to determine next steps
What we offer
What we offer
  • Your own world class coach
  • Friends and family coaching
  • 2 weeks work from anywhere
  • Charity days
  • Learning and Development Budget
  • Weekly wellbeing hour
  • Flexible working hours
  • Fulltime
Read More
Arrow Right

Customer Success Manager

As EZRA continues to grow, so does our mission to be in front of more organizati...
Location
Location
Canada , Toronto
Salary
Salary:
Not provided
https://www.lhh.com/ Logo
LHH
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3+ years of Customer Success or related corporate experience
  • Experienced project manager with proven experience in a customer success role
  • Willingness to work in a fast-paced start-up environment and comfort around operating with an element of ambiguity
  • Critical thinking skills: ability to problem solve independently and quickly
  • Confident, accurate and clear communicator
  • Self-starter able to operate in a high pressure, deadline driven, virtual environment
  • Ability to influence others without direct authority and, at times, challenge the status quo
  • Proficiency in MS Office Suite
  • Knowledgeable of marketing/sales messaging principles
  • Passionate about clients and participants needs
Job Responsibility
Job Responsibility
  • Delivery life-cycle client management
  • Proactively manage a portfolio of Enterprise clients for the full delivery lifecycle – from post-sale to program completion and non-program related workstreams
  • Key point of contact for all program and delivery related questions for program sponsors across client organizations
  • Develop and build strong relationships with key client stakeholders
  • Partner with Sales to support the broader account growth strategy through program delivery
  • Bring together internal EZRA stakeholders to support on client needs, such as Solutions Leads, Coaching Services, Tech and Product, Finance etc.
  • Be the voice of the customer and provide feedback to internal teams to improve EZRA's product and delivery
  • Reporting and insights
  • Work in collaboration with Sales and rest of the account team to understand each clients' needs and priorities to optimize the reporting provided
  • Align monthly reporting to show client progress towards achieving objectives, sharing successes and/or raising concerns to the account team to determine next steps
What we offer
What we offer
  • Your own world class coach
  • Friends and family coaching
  • 2 weeks work from anywhere
  • Charity days
  • Learning and Development Budget
  • Weekly wellbeing hour
  • Flexible working hours
  • Fulltime
Read More
Arrow Right

Customer Manager

Due to the rapid growth of EMAsphere, we are still looking for Customer Manager ...
Location
Location
Belgium , Louvain-la-Neuve
Salary
Salary:
Not provided
emasphere.com Logo
EMAsphere
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • holder of a bachelor's or master's degree with a specialisation in finance, accounting or management reporting
  • at least 3 years' experience in implementing financial software or in accounting management (reporting, budgeting, financial analysis, etc.)
  • fluent in French, Dutch and English
  • strong communication, writing and problem-solving skills (detecting, solving, optimising)
  • strong analytical and logical reasoning skills
  • real learner and have common sense
  • customer-oriented
  • teamwork
  • capable of working independently
  • fun and dynamic colleague
Job Responsibility
Job Responsibility
  • Implementing our cloud solution for our customers: you will assess the customer's current situation
  • analyse and understand their needs. You will find innovative solutions and suggest improvements using EMAsphere
  • Train and support our customers: you train our customers to become EMAsphere champions. You will prepare and update training materials and documentation. You provide the necessary support when required
  • Support and guide our sales team and partners: you support them in the sales process through product positioning, key benefits and presentations to customers and prospects
  • Participate in product definition: you work with the development team on new ideas based on your experience of the sector and your contacts with customers and prospects
What we offer
What we offer
  • meal/eco vouchers
  • hospitalization/group insurance
  • homeworking allowance
  • 13th month
  • 6 extra days-off
  • happy hours
  • staff events
  • family days
  • relaxation room
  • the fruit-monday
  • Fulltime
Read More
Arrow Right

Customer Success Manager

As EZRA continues to grow, so does our mission to be in front of more organizati...
Location
Location
Canada , Toronto
Salary
Salary:
Not provided
https://www.lhh.com/ Logo
LHH
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3+ years of Customer Success or related corporate experience
  • Experienced project manager with proven experience in a customer success role
  • Willingness to work in a fast-paced start-up environment and comfort around operating with an element of ambiguity
  • Critical thinking skills: ability to problem solve independently and quickly
  • Confident, accurate and clear communicator
  • Self-starter able to operate in a high pressure, deadline driven, virtual environment
  • Ability to influence others without direct authority and, at times, challenge the status quo
  • Proficiency in MS Office Suite
  • Knowledgeable of marketing/sales messaging principles
  • Passionate about clients and participants needs
Job Responsibility
Job Responsibility
  • Delivery life-cycle client management
  • Proactively manage a portfolio of Enterprise clients for the full delivery lifecycle – from post-sale to program completion and non-program related workstreams
  • Key point of contact for all program and delivery related questions for program sponsors across client organizations
  • Develop and build strong relationships with key client stakeholders
  • Partner with Sales to support the broader account growth strategy through program delivery
  • Bring together internal EZRA stakeholders to support on client needs, such as Solutions Leads, Coaching Services, Tech and Product, Finance etc.
  • Be the voice of the customer and provide feedback to internal teams to improve EZRA's product and delivery
  • Reporting and insights
  • Work in collaboration with Sales and rest of the account team to understand each clients' needs and priorities to optimize the reporting provided
  • Align monthly reporting to show client progress towards achieving objectives, sharing successes and/or raising concerns to the account team to determine next steps
What we offer
What we offer
  • Your own world class coach
  • Friends and family coaching
  • 2 weeks work from anywhere
  • Charity days
  • Learning and Development Budget
  • Weekly wellbeing hour
  • Flexible working hours
  • Fulltime
Read More
Arrow Right

Mid-Market Customer Success Manager

Our Mid Market Customer Success Managers (MM CSMs) work with customers post-sale...
Location
Location
United States
Salary
Salary:
76800.00 - 101760.00 USD / Year
articulate.com Logo
Articulate
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5+ years experience working in a customer-facing account management, sales or customer success role
  • A strong understanding of customer success
  • Experience managing a book of 100+ customer accounts
  • Proven ability to manage complex renewals, including commercial conversations and negotiation
  • A customer-centric mindset and the ability to continuously connect customer’s business pains to specific product benefits and value propositions
  • Experience creating and upleveling strategic relationships with key stakeholders
  • Demonstrated ownership of the entire customer lifecycle, including onboarding, expansion, and retention
  • Ability to prioritize a large but strategic book
  • Excellent critical-thinking skills
  • High commercial acumen and strong discovery skills
Job Responsibility
Job Responsibility
  • Effectively manage a book of our mid-market customers (typically ~250-300)
  • Ensure a seamless customer experience throughout the entire life cycle – from onboarding through engagement and renewal
  • Proactively drive customer adoption and mitigate retention risk
  • Confidently navigate procurement, commercial terms, and contract negotiations, leading to on-time renewals that maximize net revenue retention
  • Increase customer retention by conducting effective check-ins, kick-off calls, and business reviews
  • Accurately forecast renewal revenue for current and future quarters
  • Meet key performance indicators around customer touch points, churn, customer satisfaction, renewal, and account expansion
  • Lead account planning efforts in collaboration with Sales to define joint customer success strategies
  • Partner effectively with cross-functional teams including Sales, Legal, Product, Order Management, Marketing, Finance, and Support
  • Identify opportunities for revenue growth and product expansion in the form of Customer Success Qualified Leads (CSQLs)
What we offer
What we offer
  • This position is bonus-eligible
  • Articulate also offers a robust suite of benefits
  • Fulltime
Read More
Arrow Right

Senior Customer Success Manager

With very limited direction, the Senior Customer Success Manager delivers post-s...
Location
Location
United States , Los Angeles
Salary
Salary:
119000.00 - 149000.00 USD / Year
blackline.com Logo
BlackLine
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree in Accounting, Economics or Business Administration Master of Business Administration or equivalent
  • 6 Years Customer facing experience (internal or external)
  • Demonstrate natural strong presentation skills natural comfortable passion for presenting
  • Ability to deal with changing priorities and high-pressure situations with poise diplomacy and tact
  • Highly process-oriented mindset, with a love of telling stories with data
  • Prioritization and time management skills
  • Strong verbal and written professional communication
  • Updated knowledge of current accounting practices and changes in the industry
  • Strong interpersonal and consultative skills and proven results building relationships working as a Trusted Advisor to drive business value for customers.
Job Responsibility
Job Responsibility
  • Deliver on Customer Success program strategy specifically associated with BlackLine onboarded customer as it relates to assigned customers
  • Track, validate, and provide feedback to AM team to ensure the customer moves through the entire BlackLine journey after initial contract implementation
  • Deliver actionable advice, coaching and expertise regarding the features and usage of BlackLine's solutions to increase product adoption and to assist the Account Management team in license expansion
  • Expertly educate clients on existing and new product features and functionality, and how it can contribute to their business objectives
  • Perform Success Planning activities (Business Reviews, Success Reviews and Success Path creation) for onboarded clients to ensure BlackLine understands their corporate goals and objectives and the client understands their usage and the path forward to gain more efficiency with the solutions
  • Continually communicate BlackLine value to customer through the entire customer journey
  • Work as a team with sales executives and other departments on account planning focused on account expansion, reduction of license and product adoption whitespace, increased customer sentiment, and reduced churn risk
  • Perform effective, Success Reviews, Business Reviews, Success Reviews, customer advocacy activities, solution coaching and other adoption deliverables via webcasts, teleconferences and/or onsite visits
  • Address assigned client activities' impact on BlackLine and provide best practices. Includes, but not limited to organizational changes, global rollout, and ERP changes. Ensure ERP changes that result in risk of churn or attrition is document
  • Keep current on all BlackLine solutions, including detailed product functionality and its proper use
What we offer
What we offer
  • short-term and long-term incentive programs
  • robust offering of benefit and wellness plans
  • Fulltime
Read More
Arrow Right
Jobs by Category
Art and Entertainment Jobs Banking Jobs Call Center Jobs Construction Jobs Consulting Jobs Customer Service Jobs Education Jobs Energy Jobs Finance Jobs Gastronomy Jobs Health and Beauty Jobs Hospitality and Tourism Jobs Human Resources Jobs Insurance Jobs IT - Administration Jobs IT - Software Development Jobs Legal Jobs Logistics Jobs Manufacturing Jobs Marketing, Digital Marketing, SEO, SEM Jobs Media Jobs Nursing Jobs Office Administration Jobs Pharmacy Jobs Physical Work Jobs Public Relations Jobs Public Sector Jobs Purchasing Jobs Quality Control Jobs Real Estate Jobs Research and Development Jobs Sales Jobs
Job Positions Jobs by Country
United States Jobs United Kingdom Jobs India Jobs Canada Jobs Australia Jobs Germany Jobs Ireland Jobs Poland Jobs
Company
Blog About Us Contact
Follow Us
Facebook
X (Twitter)
LinkedIn
Instagram
CrawlJobs Group
ITFlashcards AllDevBlogs
© 2026 CrawlJobs Ltd. All Rights Reserved
Terms & Conditions Privacy Policy