Five9

Financial Planning and Analysis

• Create deeply thoughtful analyses and presentations to communicate strategic recommendations
• Distill huge amounts of data into actionable insights and trends
• Design, implement and track important financial and operating metrics, benchmarking performance against strategic goals
• Prepare materials for key stakeholders, including Five9’s executive team, Board of Directors and investors
• Assist in preparation of budgets and forecasts of expenses. Monitor key trends, assumptions on headcount, capital expenditures and operating expenses
• Prepare monthly / quarterly budget vs. actual variance analysis
• Work closely with accounting team in monthly close process to ensure timeliness and accuracy of entries
• Leverage Five9 financial systems to automate and scale current processes and reports
• Participate in new Strategic Finance and FP&A initiatives, including ad hoc analysis and process improvement
• Collaborate across internal teams to gather reports and data

Financial Analyst Intern

Operations

• Manage and execute daily operational tasks, including updates to DocuSign CLM intake forms and agreement templates (e.g., Service Orders, Amendments, Master Agreement, etc.).
• Conduct User Acceptance Testing (UAT) for process changes and enhancements in Salesforce (Accounts, Opportunities) and Salesforce CPQ (Products, Quoting).
• Partner with the various GTM Ops Teams to identify, solution, and implement process improvements across our end-to-end sales lifecycle.
• Act as a key liaison between the GTM Ops Teams and our technical IT partners, translating business needs into technical requirements.
• Develop a deep understanding of our sales processes and become the go-to technical subject matter expert (SME) for the business on tools like Salesforce, Salesforce CPQ, and DocuSign CLM.
• Support strategic projects aimed at enhancing our sales technology stack and operational workflows.

Sales Operations Intern

Customer Support

• Assist in identifying, tracking, and supporting customer nominations for awards
• Help coordinate interviews, collect insights, and assist with content creation
• Support event planning and logistics for customer-focused events
• Manage customer communities and respond to inquiries
• Execute customer and internal gifting for marketing spiffs

Financial Analyst Intern

Sales Operations Intern

Customer Experience Intern