Shift Technology

Financial Planning and Analysis

• Support the CFO with financial analysis, reporting, and ad hoc business projects
• Help maintain and update data, financial models, dashboards, and internal reports
• Organize, clean, and analyze data using Microsoft Excel and Google Sheets
• Assist as needed with core FP&A and Accounting tasks
• Prepare presentations and reports using Google Slides, Google Docs, and related tools
• Support process improvements and projects across finance, accounting, and operations
• Conduct research and benchmarking as needed

Finance Intern – Work Co-op

Customer Success Manager

• Customer Success teams are absolutely key to Shift’s future success as they engage our clients to drive adoption and demonstrate ongoing value.
• This critical function is responsible for onboarding new clients by engaging executives (Claims Director, Head of Fraud, CIO, etc.) in the launch of our solutions, establishing success criteria, driving ongoing adoption, and managing renewals.
• You will work with the rest of the Shift organization to uncover new ways to integrate Shift solutions into client processes and to help improve our products.
• As a Customer Success Manager, you will be responsible for working closely with various internal and external teams. You will focus on helping our clients' Anti-Fraud, Claims and Underwriting departments with advice and guidance, and on ensuring our solutions are successfully implemented to deliver value.

Finance Intern – Work Co-op

Customer Success Manager – P&C Claims