Business Finance Manager - Customer Success

Genesys•Virtual Office (Indiana), IN

5d•$106,900 - $188,100

About The Position

Genesys is seeking a Finance Manager to support its Customer Success organization. The role turns financial and operational data into insights that help senior leaders understand customer behavior, strengthen retention strategies, and make investment decisions. The position partners across Finance and Customer Success and supports planning, performance management, and executive decision making, with visibility into renewals, retention, pipeline, ARR, and the economics of Technical Account Manager programs. It also advances the use of AI, analytics, and automation to improve reporting quality, accelerate insights, and scale Strategic Finance decision support.

Requirements

6+ years of experience in Finance, Strategic Finance, FP&A, Consulting, or a related analytical discipline.
Strong understanding of revenue and SaaS business metrics, including renewals, retention, pipeline, and ARR.
Ability to translate complex financial and operational data into clear insights and recommendations for business leaders.
Experience managing multiple priorities independently while maintaining analytical rigor and attention to detail.
Excellent communication and stakeholder management skills, including the ability to frame strategic questions and influence cross-functional decision making.
Experience using AI-powered tools to improve analysis, reporting, automation, or productivity.
Strong record of collaboration, curiosity, sound judgment, and empathy when working across teams and with senior stakeholders.

Nice To Haves

Experience in a SaaS, cloud software, subscription, or recurring revenue business.
Proficiency with SQL, Tableau, Snowflake, or comparable data querying, analytics, and visualization tools.
Experience supporting Customer Success, renewals, retention, or other customer lifecycle organizations.
Background developing scalable reporting or analytical processes that improve visibility and decision support.

Responsibilities

Drive monthly renewal and retention analytics to identify customer behavior trends, performance drivers, and actionable insights for Customer Success and executive leadership.
Deliver weekly Customer Success sales opportunity pipeline insights to improve leadership visibility into performance, risks, and emerging opportunities.
Analyze customer behavior and financial data to answer strategic business questions and inform Customer Success priorities, resource decisions, and retention strategies.
Lead financial support for annual renewal target planning, connecting historical performance, business assumptions, and customer trends to actionable targets.
Oversee financial performance and P&L visibility for Technical Account Manager programs, identifying trends and insights that support sustainable investment decisions.
Own the Customer Success Finance web portal for the Chief Customer Officer, ensuring leaders have clear, timely access to relevant financial and operational insights.
Advance the use of AI tools, including Claude and other emerging capabilities, to automate analysis, strengthen reporting, and expand the scale and quality of Strategic Finance insights.
Partner with Customer Success, Finance, and senior leaders to align on key SaaS metrics, translate complex analysis into clear recommendations, and improve business decision making.

Benefits

Medical, dental, and vision insurance.
Telehealth coverage.
Flexible work schedules and work-from-home opportunities.
Development and career growth opportunities.
Open Time Off in addition to 10 paid holidays.
401(k) matching program.
Adoption assistance.
Fertility treatments.
Paid volunteer time.
August Free Fridays.
Well-being resources and regionally tailored programs for employees and their families.
Mentorship, learning programs, leadership development, and education support.