Customer Retention Finance Manager
About The Position
The Finance Manager, Customer Retention leads financial strategy for customer retention across the AECO segment, serving as an analytical partner to executive leadership and influencing SaaS metrics such as Net Revenue Retention and Customer Lifetime Value. The role translates complex data into financial insights to support customer success, renewals, churn reduction, and operational efficiency. The position develops financial models and scalable Business Intelligence dashboards, partners with Global Support and Customer Success teams to assess customer metrics and mitigate churn risk, and works with executive stakeholders to align insights with business objectives. The role monitors and optimizes Customer Lifetime Value, Net Retention Rate, and Cost to Serve. The position is based in Westminster, Colorado, or Portland, Oregon, and requires 0–10% travel.
Requirements
- Significant progressive finance experience, including dedicated leadership or management experience.
- Strong expertise in FP&A, Finance Operations, or Business Intelligence within a SaaS or Professional Services environment.
- Advanced proficiency in Business Intelligence tools and data visualization to build automated reporting models.
- Proven ability to translate operational datasets into actionable, executive-level financial insights.
Nice To Haves
- Experience in the Architecture, Engineering, Construction, and Operations (AECO) software domain.
- Expertise in Net Revenue Retention optimization strategies and customer success operational metrics.
Responsibilities
- Build and refine financial models for customer success, support, and renewal assumptions to forecast churn and retention.
- Design automated, scalable Business Intelligence dashboards to track customer health trends and identify factors affecting platform stickiness.
- Partner with Global Support and Customer Success teams to evaluate customer metrics and proactively mitigate churn risk.
- Collaborate with executive stakeholders to align financial insights with objectives for increasing Net Revenue Retention and operational efficiency.
- Monitor and optimize Customer Lifetime Value, Net Retention Rate, and Cost to Serve.
Benefits
- Medical, dental, vision, life, and disability benefits.
- Time off plans and retirement plans.
- Tax savings plans for health, dependent care, and commuter expenses (offered by most businesses).
- Paid parental leave.
- Employee Stock Purchase Plan.
- Bonus eligibility.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
