Financial Analyst
About The Position
The Customer Retention Analyst is a strategic partner within Trimble’s Customer FP&A team. The role supports the Chief Customer Officer and helps shape retention strategy, optimize customer lifetime value, and turn complex metrics into actionable insights that support growth across the organization. It uses business intelligence and customer analytics to improve net retention rates, accelerate time-to-value, and optimize cross-functional customer operations. The position builds models and analytical frameworks for retention, customer delivery, service costs, renewals, and churn. It also tracks customer lifetime value, Net Promoter Score, engagement, and product adoption, while analyzing cost-to-serve and customer service productivity. The job is open to remote, hybrid, or in-office work; the location is to be determined. Travel is listed at 0–10%.
Requirements
- At least 5 years of experience in financial analysis, customer analytics, or SaaS FP&A roles.
- Deep expertise in data analytics.
- Demonstrated proficiency with financial systems such as Oracle or NetSuite.
- A track record of leveraging data to drive strategic alignment across Customer Success, Support, and Renewals teams.
- Strength in process optimization and automating systems to improve operational productivity.
Nice To Haves
- Experience integrating AI-driven analytical solutions to streamline financial modeling.
- Familiarity with product adoption metrics such as Monthly Active Users and depth-of-use tracking.
Responsibilities
- Build business intelligence models that provide strategic insights into retention, customer delivery, and service costs.
- Develop renewals and churn assumption frameworks to support executive decision-making and central revenue forecasting.
- Track customer lifetime value, Net Promoter Score, and engagement trends to improve platform stickiness.
- Analyze cost-to-serve metrics, deflection rates, and service ticket productivity to drive operational efficiency across customer-facing teams.
- Use customer analytics to support alignment across Customer Success, Support, and Renewals teams.
Benefits
- Medical, dental, and vision benefits.
- Life and disability benefits.
- Time-off plans and retirement plans.
- Tax savings plans for health, dependent care, and commuter expenses at most businesses.
- Paid Parental Leave.
- Employee Stock Purchase Plan.
- Bonus eligibility is indicated; plan terms are provided after the employee’s start date.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
