Customer Success Senior Associate

Graphite Financial is a growing boutique finance, accounting, tax, and strategy firm (www.graphitefinancial.com) built to help startup and high-growth companies scale efficiently and sustainably. Graphite Financial is redefining the “finance department” for early-stage companies and VC-backed startups. We deliver high-caliber accounting and finance leadership and support to entrepreneurs and management teams building scalable, high-growth companies. Our clients are actively managing cash burn, measuring performance, reporting to investors, making capital allocation decisions, and preparing for fundraising. All of that takes expertise and time that founders don’t have and can’t afford to hire for. Graphite bridges the gap with flexible, fixed-fee support packages that provide fractional leadership and operational support from CFOs, Controllers, FP&A Managers, and Tax leaders.

The Role:

As a Customer Success Senior Associate, you are the "Architect" of the client journey. You own the heavy lifting of the client lifecycle, focusing on flawless onboarding, technical implementation, and data integrity. Working in partnership with a CSM, you ensure the "Graphite Machine" runs smoothly behind the scenes. This role is perfect for a project management pro who loves data and wants to see how financial operations impact business growth at scale.

What You'll Do:

• Onboarding Mastery: Own the end-to-end implementation process for new clients, ensuring a seamless transition from Sales to Service Delivery through rigorous project management.
• Data Storytelling: Build the "Data Decks" for QBRs. You transform raw CRM and financial data into polished, actionable reports that the CSM uses to drive strategy.
• Project Governance: Manage all internal milestones, ensuring the service delivery team and the client are hitting their deadlines. Nothing falls through the cracks on your watch.
• Revenue Support: Proactively monitor client usage and needs to flag upsell opportunities for the CSM.
• Documentation & Foundations: Act as the gatekeeper for client financial data, ensuring all documentation is organized, accurate, and ready for the accounting teams.

What You'll Bring:

• Experience: 1–3 years supporting B2B client onboarding in Professional Services (Accounting, Finance, or Tech Services).
• Project Management: Proven experience in implementation or complex coordination. A PMP or CAPM certification is a massive advantage.
• Technical Excellence: Advanced Excel skills (Pivot Tables, VLOOKUPs, Data Visualization) and CRM hygiene.
• Education: Bachelor’s Degree (Accounting or Finance preferred) or comparable experience in similar field.

Comprehensive Benefits & Perks:

• Health & Wellness: Competitive Medical, Dental, and Vision coverage. 100% of the employee's health insurance premium is covered by the company.
• Financial Security: Company-paid Short-Term and Long-Term Disability insurance.
• Work/Life Balance To Include: Generous Unlimited Paid Time Off (PTO), 11 Paid Company Holidays, and comprehensive Paid Parental Leave.
• Remote Work Setup: Fully remote position with company-provided technology equipment and a $250 technology stipend to support your ideal home office setup.
• 401k: With a company match