$65,000 – $75,000/year. Qualifications – Required Skills & Experience: Experience using Excel/Google Sheets; experience building financial models for startups; strong communication; strong customer service orientation; minimum 1 year of relevant financial modeling work experience. Preferred: Bachelor’s in Finance/Economics/adjacent field or equivalent experience. Job Description – Your Purpose: Champion our brand values with a focus on financial model assessment, building, and strategic consultation with a caring tone. Provide white-glove setup of new customers’ financial models in the Forecastr platform, ensuring operational models, an exceptional onboarding experience, and maximum value from our product and services—setting the tone for ongoing customer success. Your Responsibilities: Build models in the Forecastr platform (from customer-provided info or translating existing models); guide customers through white-glove onboarding as a financial leader; progress customers efficiently through onboarding; train customers on the platform as needed; engage via live chat, email, and Zoom to remove blockers and provide guidance; work with the Director of Customer Onboarding on strategic improvements; maintain internal systems (HubSpot, Asana); contribute across the company as needed (sales, product testing, operations, content marketing, etc.).