$65,000 - 75,000/yearQualificationsRequired Skills & Experience- Must have experience using Excel/Google Sheets- Must have experience building financial models for startup companies- Must be able to communicate clearly & effectively- Must be able to work well with people, and enjoy serving customers- Must have a minimum of 1 year of well-articulated, relevant work experience in financial modelingPreferred Skills & Experience- Bachelor's degree in Finance / Economics / Adjacent studies preferred or the work experience equivalentJob DescriptionYour PurposeProvide white-glove setup of a new customer’s financial model into the Forecastr platform, ensuring customers get world-class operational financial models and an unforgettable experience.Your Responsibilities- Guide new customers through onboarding and serve as a financial leader to ensure accurate, operationally useful models.- Build models into the Forecastr platform or translate existing models.- Progress customers through onboarding efficiently; train customers on the platform as needed.- Engage via Live Chat, Email, and Zoom to remove blockers and provide expertise.- Work with the Director of Customer Onboarding on strategic initiatives; maintain internal systems (HubSpot, Asana).