LearnLux Financial Wellbeing

Customer Success Manager

• Own the end-to-end Client Success strategy, including onboarding, adoption, engagement, renewal, and expansion.
• Build, lead, and develop a high-performing team of Client Success Managers, including hiring, coaching, performance management, and career development.
• Establish clear goals, KPIs, and operating metrics for Customer Success, with a strong focus on retention, customer health, and long-term account growth.
• Serve as a senior, strategic partner to key customers, acting as an executive sponsor and trusted advisor for priority accounts.
• Design and continuously improve CS processes, playbooks, and workflows to support a growing and increasingly diverse customer base.
• Partner cross-functionally with Sales on renewals and expansions, with Product on customer feedback and roadmap input, and with Marketing on customer storytelling and advocacy.
• Build scalable systems for gathering, synthesizing, and operationalizing customer insights to inform product and business decisions.
• Represent the voice of the customer internally, ensuring customer needs, challenges, and opportunities are reflected in company priorities.

Vice President, Client Success

Financial Planning and Analysis

• Act as the strategic finance partner to the CEO, COO, and Board, providing insight into business performance, capital efficiency, and long-term financial planning.
• Own and evolve FP&A, including forecasting, budgeting, scenario modeling, and financial planning to support growth and decision-making.
• Lead and oversee accounting operations, working closely with an outsourced accounting firm to ensure accurate, timely reporting and compliance with GAAP.
• Build scalable financial processes, controls, and systems to support a growing B2B2C fintech business.
• Prepare and deliver clear, actionable financial reporting for executive leadership and the Board, with a focus on transparency and predictability.
• Partner cross-functionally with Product, Commercial, Client Success, People, and Legal teams to align financial planning with company priorities.
• Support go-to-market efforts through pricing analysis, renewals, revenue forecasting, and unit economics.
• Manage tax, audit readiness, and regulatory compliance in collaboration with external partners.
• Contribute to capital planning, investor communications, and future fundraising preparation as needed.
• Identify opportunities to improve efficiency, visibility, and financial rigor as the company scales.
• Help define the roadmap for building an internal finance team over time, while remaining deeply involved in execution.

Vice President of Finance

Content Manager

• Write, edit, and update financial education lessons for a global audience across topics including (but not limited to): budgeting and cash flow management, building emergency savings, credit building and debt management, investing fundamentals, retirement planning, everyday financial decision-making
• Adapt content for international audiences, incorporating country-specific context, terminology, and regulations as needed
• Ensure all content is accurate, clear, inclusive, and approachable for a wide range of financial knowledge levels
• Participate in regular content quality assurance (QA) reviews to uphold LearnLux’s editorial and financial accuracy standards
• Fact-check content and flag outdated information, regulatory changes, or opportunities for improvement
• Incorporate editorial feedback efficiently and meet production deadlines
• Work closely with the Senior Content Manager to support editorial priorities and timelines
• Follow established content workflows and style guidelines, while contributing ideas for improving efficiency and clarity
• Comfortably use AI tools to streamline writing, editing, research, and content maintenance processes

Vice President, Client Success

Vice President of Finance

Global Content Editor – Contract