Golden Pear Funding

Financial Planning and Analysis

• Lead all aspects of finance, including book keeping, FP&A, budgeting, and forecasting
• Partner with leadership to develop financial strategy, pricing models, and growth scenarios
• Oversee monthly close, financial reporting, and compliance requirements
• Manage cash flow, expenses, and vendor relationships
• Build scalable financial processes, tools, and controls appropriate for a high-growth SaaS startup
• Provide data-driven insights and dashboards to inform business decisions
• Mentor and manage one direct report, fostering professional development
• Serve as the go-to finance partner for cross-functional teams (sales, operations, people, product)

Head of Finance

Customer Success Manager

• Act as the primary point of contact for assigned clients, providing exceptional support and guidance throughout their journey with our platform.
• Oversee the implementation and configuration of our SaaS solutions, ensuring seamless integration with clients' existing workflows.
• Develop and maintain deep knowledge of our platform to effectively address client inquiries, troubleshoot issues, and offer strategic advice.
• Conduct regular check-ins with clients to review their usage, assess satisfaction, and identify opportunities for further engagement and optimization.
• Collaborate with cross-functional teams, including Sales and Product, to address client needs and drive continuous improvement.
• Develop and deliver training sessions and educational materials to help clients maximize the value of our platform.
• Monitor and report on key performance metrics, including customer satisfaction, usage patterns, and renewal rates.
• Proactively identify and address potential risks to client satisfaction and retention, implementing solutions to mitigate those risks.

Head of Finance

Customer Success Manager, SaaS Implementation