EPM Cloud-Based Software - Associate Customer Financial Support

A leader in Cloud-Based (SaaS) financial applications for budgeting, planning, consolidation, reporting, and analytics for enterprise performance management (EPM), is seeking an Associate Customer Support professional to join their team.  The individual will provide support their customers on a world-class software solution around corporate financial planning and foresting.  Additionally they will train customers, colleagues and partners  as well as collaborate with internal team members. The client is a fast-growing, Pre-IPO company backed by leading venture with offices around the globe.

Specific Duties and Responsibilities

  • Gather and document all pertinent information regarding customer questions or issues
  • Successfully route cases via phone, email and the web as appropriate
  • Work with customers to provide best practice solutions to their requirements
  • Escalate complex technical issues to the appropriate departments
  • Contribute to an online knowledge base accessed by all the client’s employees and their customers
  • Continuously enhance knowledge and skills in the areas of problem solving, effective communication product functionality, accounting and planning


Minimum Experience Requirements

  • Bachelor’s degree or equivalent in the Finance, Business or Computing fields
  • Technical knowledge of the Enterprise Performance Management (EPM) domain
  • Knowledgeable of integration tools such as Boomy
  • Great customer service etiquette on the phone, email, live chat and in-person
  • Great English skills (both written and spoken)
  • Knowledge of Microsoft Office software
  • Ability to multi-task
  • Strong troubleshooting and problem-solving skills
  • Computer literate (PC)


San Francisco Bay Area, USA

To appy contact Donna Draper, Partner Fairwinds, 503-760-2105

Tags:  Hyperion Recruiter, Cloud-EPM, Oracle Cloud EPM, Tidemark, Host Analytics, Adaptive Insite, Anaplan, EPM jobs in California, SaaS Customer Suport, FP&A Support, Customer Success Representative,