Coconut Software

• Financial Reporting: Oversee the preparation and review of monthly financial statements in strict accordance with ASPE standards. • Operational Accounting: Execute complex reconciliations and journal entries, ensuring precise SaaS revenue recognition and maintaining General Ledger integrity. • Compliance & Audit: Support annual audit processes, regulatory tax filings, and external reporting requirements to ensure full compliance. • Internal Controls: Maintain robust internal controls and standardized accounting procedures to ensure accuracy and mitigate financial risk. • Cycle Management: Lead month-end close and reporting cycles, ensuring the timely and accurate delivery of financial results. • Process Innovation: Support the optimization of accounting workflows by identifying opportunities for automation and the integration of AI tools to enhance operational efficiency and accuracy. • Strategic Reporting: Develop and maintain sophisticated KPI dashboards to provide stakeholders with actionable financial insights and performance metrics. • Budgeting & Forecasting: Collaborate with department leadership to consolidate inputs for the annual budget, ensuring alignment with corporate financial objectives. • Financial Modeling: Construct and refine dynamic financial models to forecast business performance and support strategic decision-making. • Trend Analysis: Conduct variance analysis and interpret key financial trends to identify risks and growth opportunities. • Process Optimization: Implement and optimize accounting and FP&A systems to enhance automation, efficiency, and cross-functional collaboration with Marketing, Sales, and Product teams. • System Ownership: Support the management of the FP&A system by assisting with updates and maintenance of its architecture, helping to ensure data integrity and evolving functionality in support of strategic planning. • Strategic Support: Deliver ad-hoc financial intelligence and lead special projects to drive continuous improvement in reporting and analytical workflows.

• Lead the annual budgeting and monthly forecasting processes, ensuring accuracy and alignment across all departments. • Track and analyze critical SaaS metrics, including Margins, Net Dollar Retention (NDR), LTV:CAC, R&D utilization, Product ROI and Rule of 40 to provide deep insights into business performance. • Administer and evolve our FP&A platform (Planful), scenario planning, and automated reporting. • Act as a financial advisor to department heads, helping them manage their budgets and understand the financial impact of their strategic initiatives. • Deliver monthly "Board-ready" reporting packages that highlight variances, trends, and executive-level summaries. • Support the Sales team by providing data-driven recommendations on pricing and contract terms. You will use an agile, flexible, and creative approach to structure deals that drive win rates while maintaining KPI margin targets. • Monitor hosting costs and gross margins, identifying opportunities for efficiency and cost optimization. • Preparation of financial projections, presentations, and applicable due diligence processes for investor relations, fundraising and M&A activities.

• Own a mixed portfolio of named customer accounts while sharing responsibility for scaled Digital Customer Success motions, and proactively guide customers from post-go-live through ongoing adoption, value realization, renewal readiness, advocacy, and growth. • Build strong relationships with key customer stakeholders and develop a clear understanding of each customer’s goals, workflows, priorities, and definition of success. • Lead regular customer touchpoints including strategic reviews, executive business reviews, success planning conversations, and adoption-focused meetings. • Translate product usage, workflow outcomes, and customer feedback into a clear value story that demonstrates business impact and supports ROI discussions. • Partner with customers to define success measures, align on priorities, and create actionable success plans that move their goals forward. • Use both qualitative and quantitative signals to monitor account health, identify risks early, and recommend proactive actions to improve customer outcomes. • Create executive-ready summaries, recommendations, and account plans that help customers and internal teams stay aligned on progress, priorities, and risk. • Partner closely with Sales, Account Management, Implementation, Support, Product, and other internal stakeholders to deliver a seamless customer experience. • Support renewal and expansion conversations by helping ensure customers understand the value of Coconut, are prepared for commercial discussions, and are positioned for long-term success. • Contribute to scaled customer success motions by supporting programs such as webinars, office hours, lifecycle outreach, success resources, and repeatable digital plays when appropriate. • Share customer feedback, recurring themes, product gaps, and workflow insights with internal teams to help improve product direction, enablement, and customer experience. • Contribute to the continued evolution of Customer Success at Coconut through playbooks, templates, process improvements, tooling ideas, and best practices. • Explore emerging technologies, especially AI and LLMs, to better support customers, solve business challenges, and drive stronger outcomes.

• Lead the successful implementation of Coconut Software solutions for new customers and scoped projects for existing customers, including onboarding activities, contract-specific deliverables, training, and go-live planning. • Build and manage end-to-end project plans, timelines, milestones, dependencies, and communication cadences across internal and external stakeholders. • Facilitate discovery, planning, workflow, and enablement sessions with customer stakeholders to define scope, decisions, responsibilities, and success criteria. • Act as the primary day-to-day customer contact throughout implementation, building trust, navigating questions, and ensuring customers feel guided and informed at every stage. • Partner closely with Sales and Customer Success to ensure customer goals, value drivers, and success metrics remain aligned from pre-sale through post-sale, enabling the team to demonstrate business impact, ROI, and long-term customer value. • Proactively identify and manage project risks, changes, and dependencies, escalating when appropriate to protect delivery timelines, customer outcomes, and implementation quality. • Maintain strong project hygiene through accurate status reporting, timely time tracking, clear documentation, and disciplined follow-through on action items and decisions. • Maintain project-level commercial discipline by managing to scope, identifying out-of-scope work, surfacing change requests, and flagging risks to project health early. • Support customers through adoption readiness by coordinating training, launch preparation, and transition into ongoing support and customer success motions. • Contribute to implementation process improvements, templates, documentation, and internal best practices that increase repeatability, efficiency, and customer outcomes. • Share customer feedback and recurring implementation themes with internal teams to help improve product, process, and service delivery over time.

• Lead the successful implementation of Coconut Software solutions for large enterprise customers and the delivery of complex expansion, migration, or phased rollout projects for existing customers. • Own end-to-end project delivery across multiple workstreams, including discovery, planning, configuration, integration coordination, data readiness, testing, training, go-live planning, stabilization, and transition. • Build and manage enterprise project plans, governance structures, communication cadences, milestones, dependencies, risks, decisions, and action plans across internal and external stakeholders. • Facilitate complex discovery, workflow, planning, and enablement sessions with customer stakeholders to define scope, requirements, responsibilities, decisions, success criteria, and rollout sequencing. • Act as the primary implementation lead for enterprise customers, building strong relationships across executive sponsors, project leads, operational teams, and technical stakeholders. • Guide customers through ambiguity, change, and competing priorities by providing recommendations, driving decisions forward, and keeping teams aligned on goals, scope, timing, and next steps. • Partner closely with Sales and Customer Success to ensure customer goals, value drivers, and success metrics remain aligned from pre-sale through post-sale, enabling the team to demonstrate business impact, ROI, and long-term customer value. • Contribute to pre-implementation planning and scoped expansion discussions by helping shape implementation approach, assumptions, dependencies, and effort considerations that inform SOWs and delivery planning. • Maintain strong project-level commercial discipline by managing to scope, identifying out-of-scope work, surfacing change requests, and flagging risks early. • Proactively identify and manage program risks, cross-functional dependencies, customer escalations, and change impacts, escalating when appropriate to protect delivery timelines, customer confidence, and implementation quality. • Support customers through adoption readiness by coordinating training, launch preparation, change management activities, and transition into ongoing Customer Success and Support motions. • Serve as a mentor within the Implementation team by sharing best practices, and supporting escalations when needed. • Contribute to the evolution of Coconut’s implementation methodology, templates, documentation, tooling, and service packages to improve repeatability, scalability, and customer outcomes. • Share customer feedback and recurring implementation themes with internal teams to help improve product, process, and service delivery over time.

• Mentor and support data analysts, data engineers and developers, fostering a collaborative and psychologically safe environment. • Set high standards for technical excellence in SQL, dbt modeling, and LookML architecture. • Collaborate with other analytics engineers on the migration of legacy logic from Redshift/Postgres into performant Databricks silver and gold layers. • Independently implement complex data models in dbt, demonstrating expertise in modularity, testing, and performance optimization on Spark. • Own the LookML layer, ensuring our explores and dashboards are performant, intuitive, and accurate. • Act as a "Hybrid Analyst," comfortably balancing long-term engineering projects with ad-hoc requests to support the business. • Translate stakeholder questions into Looker-based reports and visualizations, ensuring the business has the right insights at the right time. • Lead technical data planning through discovery, design, and release, ensuring clear documentation for data catalogs and version tracking. • Identify opportunities for "data debt" reduction and architectural improvements in our Lakehouse and semantic layers. • Proactively address system characteristics like latency and throughput, ensuring our data pipelines are optimized for cost and speed. • Act as a subject matter expert in your data domain, contributing to business strategy to ensure we are measuring what matters. • Provide engineering perspectives on the product roadmap, clearly communicating data feasibility and reporting limitations.

• Hunt and close net-new Enterprise logos in Financial Services and fintech, owning the full sales cycle from prospecting through to close • Build and execute focused territory and account plans for priority banks, credit unions, and wealth firms, with a disciplined approach to pipeline creation and progression • Lead long, complex Enterprise sales cycles, navigating RFP/RFI processes, InfoSec, Risk, Legal, and Procurement to keep high-value deals moving • Run high-impact discovery, demos, and value/ROI conversations with senior stakeholders across Digital, Operations, Marketing, Contact Center, and IT • Collaborate closely with BDRs, Marketing, and Solutions Engineers to design campaigns, accelerate deals, and win competitive evaluations

• Execute and optimize paid media, drip, and lifecycle campaigns aligned to pipeline and revenue goals • Support always-on and campaign-based demand programs that generate, nurture, and convert demand • Monitor performance and optimize campaigns using funnel data, intent signals, and engagement metrics • Partner with Sales and BDRs to ensure demand programs support account priorities and pipeline objectives • Act as an active stakeholder in ABM execution • Execute paid media programs across LinkedIn Ads, retargeting, and other demand channels • Build, launch, and optimize drip and nurture campaigns that support lead and opportunity progression • Execute integrated campaigns across all channels and support third-party media and sponsorship programs, including execution and performance tracking • Contribute insights and recommendations to improve demand effectiveness • Take ownership of key marketing operations initiatives — from building and launching drip campaigns independently to testing and implementing new growth infrastructure