Graphite Financial Group

Managing client onboarding, data reporting, project milestones, and documentation to ensure smooth client lifecycle and revenue growth. | 1-3 years supporting B2B client onboarding, advanced Excel skills, CRM hygiene, and a relevant bachelor’s degree or equivalent experience. | The Role: As 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, technical implementation, and data integrity. 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 and wants to see how financial operations impact business growth at scale. What You'll Do: Onboarding Mastery: Own the end-to-end implementation process for new clients, ensuring a seamless transition from Sales to Service Delivery through rigorous project management. 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: Manage all internal milestones, ensuring the service delivery team and the client are hitting their deadlines. Nothing falls through the cracks on your watch. Revenue Support: Proactively monitor client usage and needs to flag upsell opportunities for the CSM. Documentation & Foundations: Act as the gatekeeper for client financial data, ensuring all documentation is organized, accurate, and ready for the accounting teams. What You'll Bring: Experience: 1–3 years supporting B2B client onboarding in Professional Services (Accounting, Finance, or Tech Services). Project Management: Proven experience in implementation or complex coordination. A PMP or CAPM certification is a massive advantage. Technical Excellence: Advanced Excel skills (Pivot Tables, VLOOKUPs, Data Visualization) and CRM hygiene. 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

Manage client relationships, lead strategic reviews, identify growth opportunities, and mentor team members. | Requires 3+ years in B2B or FinTech, financial literacy, and experience managing revenue targets. | The Role: As a Customer Success Manager (CSM) at Graphite Financial, you are the strategic "Face" of the account. You aren't just managing a checklist; you are a trusted advisor to founders and executive teams. You will leverage your financial acumen to translate complex data into growth strategies, ensuring our clients don’t just stay with us—they thrive. You own the high-level relationship, the renewal, and the expansion strategy, while providing mentorship to the Senior Associates who support your book of business. What You'll Do: Strategic Advisory: Lead high-impact Quarterly Business Reviews (QBRs) that move beyond "status updates" to provide deep insights into financial statements and operational gaps. Revenue & Retention: You are responsible for identifying upsell/expansion opportunities and driving contract renewals. Crisis Management: Act as the final point of escalation, turning potential churn risks into long-term retention wins through creative problem-solving and executive presence. Account Health & Strategy: Develop and monitor client health scores, proactively intervening with strategies for at-risk accounts. Leadership & Mentorship: Guide and mentor Senior Associates, ensuring they meet project milestones and maintain the operational integrity of your accounts. What You'll Bring: Experience: 3+ years in B2B Professional Services or FinTech. You must have a proven track record of managing a book of business and owning revenue targets (renewals/upsells). Financial Literacy: A deep understanding of corporate financial operations. Education: Bachelor’s Degree in Accounting or Finance (highly preferred). Soft Skills: Expert-level negotiation, executive presence, and the ability to influence C-suite decision-makers. 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

Lead financial analysis, reporting, and client communication for startups, including building dashboards and financial models. | Over 10 years of experience in financial planning, analysis, and reporting, with proficiency in BI tools, cloud accounting platforms, and advanced Excel skills. | We are looking for a Senior Manager of Finance to join our growing FP&A team. Ideal candidates have experience leading teams in financial analysis and reporting, budgeting and forecasting, and data analysis and presentation. If you are analytical, inquisitive, and enjoy diving into financial data, you’re in the right place. We believe data is meaningless if it doesn’t tell a larger story. Candidates should be skilled in presenting financial results clearly with high-impact visualizations and other presentation tools. This is a client-facing role and candidates should be confident leading client discussions independently, delivering and interpreting financial results, and providing fundraising support. Candidates with early-stage startup experience in finance, or FP&A roles are preferred, as are candidates with client-service experience and CPG or SaaS industry experience. Graphite Financial is redefining the “finance department” for early-stage companies and VC-backed startups. We deliver high-caliber accounting/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 closes the gap with flexible, fixed-fee support packages that provide fractional leadership and operational support from CFOs, Controllers, FP&A Managers, and Accounting Managers. Some of What You’ll Do: Lead service delivery to Graphite clients and act as their principal financial partner Lead a team of financial analysts providing these services to clients Build financial dashboards that use visualization to communicate results and tell a “story” Prepare and present comprehensive monthly financial reports to multiple clients, including all financial statements, trend reporting, budget vs. actual reporting, and key metrics Develop assumptions-driven financial models that empower clients to forecast company performance, assess headcount and resource needs, manage runway, and plan for fundraising Work closely with client teams to understand key performance drivers for their business Prepare detailed reporting on unit economics and margin analysis Lead annual and quarterly budgeting processes for multiple clients Collaborate with accounting teams to understand underlying data Perform ad-hoc analysis for clients on pricing strategy, margin sensitivity, cash burn scenarios, etc. Who you are: 10+ years’ experience in financial planning, analysis, and reporting Bachelor’s degree in Accounting or Finance with knowledge of GAAP/accrual principles Deeply analytical with advanced Excel skills Confident and polished presenter of complex financial metrics and analysis Excellent written and verbal communication Proficient with Business Intelligence platforms (i.e. Tableau, PowerBI, Grow, Looker, etc.) Expertise with cloud-based accounting, reporting and FP&A platforms (i.e. QBO, Xero, LiveFlow, Mosaic, Runway, etc.) Highly organized, ability to prioritize work, meet deadlines, and manage multiple clients Ability to work independently, as well as collaborate with a virtual team Exceptional analytical, reasoning, and problem-solving skills Aligned as a partner with the client team Ability to deliver a polished and professional presentation Comfortable with ambiguity in order develop work product to meet the needs of a variety of client industries and stage of operations Why you’ll love working at Graphite: Balance. We encourage you to take time to recharge outside of the office. You’ll have flexible PTO to explore new places, hobbies, or TV shows We’re not just an employer. We’re people. We offer employer paid insurance coverage (health, vision, and dental) and a 401k match We’ll invest in your career. Our company is growing quickly, and we’ll give you the opportunity to do the same. You’ll have access to many professional development opportunities so that you can keep up with the company’s evolving needs. We’re creating an environment where everyone can thrive. Our customers are global and diverse, so we’re building a team that is, too. We offer competitive compensation packages. We deeply value the talent our team brings to the table and believe that fair and equitable total compensation packages are part of our commitment to everyone who works here. We’re fun. All applicants must be authorized to work in the United States.

Manage client onboarding, relationships, and escalations to ensure customer success and growth. | Requires basic financial knowledge, data literacy, project management skills, and strong communication and organization abilities. | As a Customer Success Senior Associate at Graphite Financial, you will occupy a unique and visible role that blends customer support, sales, and project management. You will be responsible for ensuring success for both our internal team and our clients by delivering measurable results. This role requires a high degree of autonomy, serving as a strategic partner to our clients. Primary Responsibilities Client Onboarding: Project manage the transition when a client joins Graphite services, working with the client and service delivery team to ensure a smooth handoff Relationship Management: Manage a segmented book of business (high, medium, and low) to maintain and grow relationships outside of standard service delivery Customer Success Motions: Execute core CS activities including Quarterly Business Reviews (QBRs), monthly check-ins, and renewals Growth & Escalations: Handle client escalations, identify add-on opportunities, and explore partnership possibilities within your client base Required Skills & Qualifications Financial Foundations: Basic understanding of corporate financial operations and financial statements Data Literacy: Basic proficiency in Excel, spreadsheets, and data analysis Project Management: Ability to prioritize and manage a variety of tasks and task types simultaneously. Project Management Certification is a big plus! Communication: Strong skills encompassing pre-meeting preparation, active meeting participation, and post-meeting follow-through Organization: Ability to work through large volumes of information across various datasets and client accounts Active Listening: Proficiency in listening and detailed note-taking Conflict Resolution: Patience and the ability to deal with a variety of client personalities and challenges Problem Solving: An entrepreneurial approach to diagnosing how services can best help a client’s specific business operations Personal Attributes: Must be adaptable, proactive, curious, and ambitious Education & Experience Education: A Bachelor’s Degree is required Experience: While no specific licenses are required, experience in accounting or finance is a significant plus Core Performance Attributes Dependable & Accountable: Delivers on commitments and takes responsibility for results High Performance Mindset: Strives for excellence and consistently raises the bar. Resilient: Adapts well to change and maintains focus under pressure Team Player: Works well with others, fosters collaboration, and shares knowledge Ownership Mentality: Treats the organization’s success as their own 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