Geoforce

Financial Planning and Analysis

• Support the Company’s budgeting, forecasting, and long-range planning processes.
• Build and maintain financial models, forecasts, and scenario analyses.
• Prepare monthly variance analysis and performance reporting for management.
• Analyze revenue, margin, operating expenses, and key business drivers.
• Translate financial results into clear, concise insights for leadership.
• Own recurring reporting on sales performance, pipeline, bookings, and conversion metrics.
• Develop and maintain dashboards and analysis related to:
• o Pipeline health and velocity
• o Win rates and sales cycle performance
• o New business vs. expansion revenue
• o Rep productivity and territory performance
• Partner with Sales leadership to ensure data accuracy and meaningful interpretation.
• Align sales activity with financial forecasts and performance expectations.

Financial Planning & Analysis Analyst

Customer Success Manager

• Customer Onboarding: Work with the Onboarding team to guide new clients through the implementation process, ensuring seamless deployment and a positive experience for the customer.
• Relationship Management: Build and maintain strong, trust-based relationships with key stakeholders, acting as their advocate within the company.
• Product Knowledge: Serve as a product expert internally and externally.
• Performance Monitoring: Track and analyze customer usage patterns and KPIs, proactively identifying opportunities for improvement or potential challenges.
• Issue Resolution: Serve as the primary point of contact for customer concerns, collaborating with the support and product teams to resolve issues promptly.
• Account Growth: Partner with sales to identify upsell and cross-sell opportunities, contributing to revenue growth.
• Feedback Collection: Gather customer feedback to inform product development and enhancements, ensuring our solutions continue to meet industry needs.
• Industry Expertise: Stay informed on trends and challenges in oil & gas and other relevant industries, providing customers with relevant insights and best practices. Serve as the voice of the customer for the organization.
• Data collection: Methodical record keeping in the CRM (Salesforce) and CS Platform (Vitally).
• Travel as needed (estimated 5-15 days per year).