MindBridge Analytics

Role Description We’re looking for a Customer Success Manager to partner with our External Audit customers and ensure they realize maximum value from their investment in MindBridge. This role is ideal for someone with a strong foundation in external audit, accounting, or audit transformation who is passionate about helping firms modernize their audit workflows through technology and AI-driven analytics. The core focus of the Customer Success team at MindBridge is to protect and grow revenue from our customer base by proactively driving meaningful, acknowledged, and measurable value throughout the customer lifecycle. In this role, you will own the success of your book of business while collaborating cross-functionally with Sales, Product, Services, Support, and Subject Matter Experts to deliver exceptional customer experiences and outcomes. This is an exceptional opportunity for the right person to combine audit domain expertise, strategic relationship management, and technology enablement to help shape the future of audit. - You have experience in external audit, public accounting, audit innovation, or audit transformation initiatives. - You understand financial statements, General Ledgers, Subledgers, audit workflows, and financial transaction analysis. - You have worked closely with audit stakeholders such as Audit Partners, Directors, Senior Managers, Managers, and engagement teams. - You are passionate about helping firms modernize and operationalize data-driven audit methodologies. - You are well-versed in financial data and the systems that support it, such as ERP systems including SAP, Oracle, NetSuite, Workday, or Microsoft Dynamics. - You can build and execute strategic account success plans while managing multiple priorities and stakeholders. - You are comfortable leading customer-facing conversations, presentations, and enablement sessions. - You have experience supporting or leading change management and technology adoption initiatives. - You are enthusiastic about emerging technologies, AI, analytics, and innovation in audit and assurance. What You Will Do - Driving Value: You will develop a deep understanding of your customers’ business objectives, audit methodologies, operational challenges, and strategic priorities to ensure they achieve measurable value from MindBridge. You will proactively identify opportunities to increase adoption, expand use cases, and strengthen customer outcomes. - Customer SME: You will be the product expert for your book of business: training users and engagement teams, advising on audit analytics best practices, and introducing new features and capabilities. You'll also support audit transformation initiatives and help customers operationalize MindBridge within their audit workflows. - Adoption & Workflow Operationalization: You will partner closely with customers to understand audit workflows, engagement processes, and business objectives to drive long-term adoption and value realization. Working alongside internal SMEs and services teams, you will help optimize workflows, remove operational bottlenecks, and support scalable deployment strategies. - Customer Health: You will continuously assess risk across multiple vectors and develop comprehensive success plans to mitigate such risks. Examples of risks include lack of acknowledged value, loss of champions, low usage, competitive threats, organizational or methodology changes, and more. You will proactively drive retention and renewal readiness across your portfolio. - Customer Journey: You will partner with Implementation, Services, Support, Product, and Sales teams to ensure seamless customer onboarding, handoffs, adoption, and ongoing engagement throughout the customer lifecycle. - CS Metrics: You will leverage data and key CS metrics to drive strategic conversations, including GRR, NRR, NPS, and Time to Value. - Product Feedback: You will serve as the voice of the customer, relaying product feedback and feature requests to the product development team. Your insights are essential to ensuring we build solutions that address real customer needs, solve their challenges, and help them succeed. - Renewal and Expansion: You will partner with our sales organization to identify expansion opportunities and play a key role in making renewals an easy decision for our customers. - Project Ownership: You will own and drive Customer Success initiatives as we grow and scale. We’re a small team, which means we have the unique opportunity to build the tools and processes we use. Leading operational projects is not only a great way to contribute, but also a valuable opportunity to learn and develop the systems, skills, and foundations that benefit the entire team. Qualifications - 5+ years of experience in Customer Success, Consulting, External Audit, Audit Innovation, Risk Advisory, or related SaaS/FinTech roles. - Bachelor of Accounting / Finance / Business or equivalent degree is required. - ACA, ACCA, CPA or other relevant designation/qualification or international equivalent is strongly preferred. - Experience in public accounting or external audit is strongly preferred. - Strong understanding of audit workflows, financial data, and audit methodology. - Proven success driving change in challenging customer environments with highly technical stakeholders. - A strong technical aptitude and ability to understand complex software development systems and processes. - Demonstrable experience in strategic account planning and execution. - Excellent communication and presentation skills, with the ability to effectively engage with executive-level stakeholders. - Empathy, passion, determination, and a strong desire to win. - Authorization to work in Canada. - Ability to travel up to 25% of the time (Canada, US, UK, and EU). Requirements - Fulfill requirements necessary to obtain and clear a full background check. Benefits - Competitive Compensation and Equity - Flexible Work – Hybrid or Remote - Comprehensive health benefits and wellness programs - Professional development opportunities - Flexible Time Off - Company Matched Retirement Plans - Unplug and recharge - 4 company-wide digital detox days annually Equal Opportunity at MindBridge At the heart of our global success lies commitment to diversity and inclusion. We rigorously enforce an equal opportunity policy in all aspects of employment, championing merit and qualifications as our benchmarks. MindBridge is a proud equal opportunity employer, embracing applicants of all backgrounds without regard to race, nationality, religion, gender, disability, or any other factors. At MindBridge, we are committed to providing an accessible candidate experience. If you require accommodations during the interview process or beyond, please inform us. We will work with you to provide necessary support and reasonable accommodations while maintaining confidentiality. Your comfort and participation are paramount to us. Please be advised that we may use AI tools in the processing of your application.

Role Description As a Senior Data Scientist at MindBridge, your day-to-day activities may vary. The ideal candidate will work well within a team and with our client to ensure the projects are delivered to the highest quality and meeting client requirements. Above all, we are looking for someone with a great attitude, high energy, and focused on execution, continuous improvement, and accountability. A data scientist with a growth mindset who is excited by opportunities to learn will be successful in this role. What You Will Do - Work closely with the development team to deliver data science into MindBridge’s core product. - Deliver high-quality data science for strategic clients and capabilities. - Support junior data scientists by providing feedback and act as a sounding board on projects. - Develop and deliver new data science methods to support our key analytic goals. - Deepen their own skillset by keeping up-to-date on the latest innovations in data science and artificial intelligence. - Provide input and collaborate on the forward Data Science work programme. Qualifications - Have a MS/PhD in a quantitative discipline (Engineering, Physics, Mathematics, Statistics/Biostatistics, Machine Learning, Computer Science or similar) or an appropriate combination of education and experience. - Have 5+ years' experience using statistical analysis and machine learning models to translate data into actionable insights and recommendations. - Have technical leadership skills and are able to coordinate a data science project throughout its full life cycle. Requirements - Fulfill requirements necessary to obtain and clear a full background check. Benefits - 📈 Competitive Compensation and Equity - 🏠 Flexible Work – Hybrid or Remote - 🍏 Comprehensive health benefits and wellness programs - 📚 Professional development opportunities - 🌴 Flexible Time Off - 💰 Company Matched Retirement Plans - 🔕 Unplug and recharge - 4 company-wide digital detox days annually Company Description At MindBridge, we are committed to providing an accessible candidate experience. If you require accommodations during the interview process or beyond, please inform us. We will work with you to provide necessary support and reasonable accommodations while maintaining confidentiality. Your comfort and participation are paramount to us.

MindBridge is the global leader in AI-powered financial risk intelligence. Our platform, MindBridge AI™ is enabling finance and audit professionals to build the AI-powered finance department of the future. With over 120 billion financial transactions analyzed with MindBridge’s AI, we set the standard for innovation, scalability, and customer satisfaction. At MindBridge, we're driven by innovation and excellence, united as a team to revolutionize financial integrity. Here, your ideas matter, and your efforts make a meaningful impact. If you're passionate about using AI to drive positive change, MindBridge is the perfect fit. What distinguishes us is our unwavering commitment to our values: Innovation, Collaboration, and Integrity. These principles foster a vibrant workplace culture, where appreciation and a strong sense of community flourish. Overview As a Director, Implementation Services within the Implementation and Consulting team, you are responsible for leading the successful implementation and initial value realization of MindBridge solutions for complex, enterprise customers across multiple industries. This senior, player-coach role requires deep expertise in analytics, enterprise system implementations, and financial process and control transformation through technology-enabled solutions. Reporting to the GVP, Customer Success, you will engage regularly with Senior Client Executives (including Partners, VP, and C-level leaders), data and technical experts, and internal delivery teams to ensure high-quality outcomes across multiple concurrent customer engagements. With 15+ years of experience, you bring the judgment, executive presence, and delivery leadership required to guide customers through complex transformation initiatives. Some indicators of whether you might be a good fit for this role are: - You have extensive experience leading complex analytics, enterprise system, or financial technology implementations - You understand General Ledgers, Subledgers, and complex financial transaction environments - You have a deep understanding of core financial processes such as Record to Report and Order to Cash - You have worked extensively with senior finance, audit, and risk stakeholders (e.g., CFO, CAE, Audit Partner, VP Finance) - You are highly experienced in audit, finance, and control transformation enabled by technology - You are well-versed in financial data and enterprise systems such as SAP, Oracle, Workday, or similar ERPs - You have spent significant time in senior customer-facing, advisory, or delivery leadership roles - You have led or played a senior role in large-scale change, transformation, or modernization initiatives What You Will Do Implementation Delivery Leadership - Lead end-to-end delivery of complex MindBridge implementations from kick-off through deployment and early value realization. - Act as the senior delivery lead for assigned customer engagements, accountable for scope, quality, timelines, and outcomes. - Manage multiple concurrent customer implementations while balancing hands-on involvement with executive oversight. Executive Customer Engagement - Serve as a trusted advisor to senior customer executives throughout the implementation lifecycle. - Lead executive-level workshops, steering committee sessions, and value-focused discussions. - Translate customer objectives, financial processes, and risk priorities into implementation strategies and measurable outcomes. Solution Design & Advisory - Partner closely with Data Engineering and Product teams to align customer data, ERP environments, and analytics use cases. - Guide solution design decisions to ensure scalability, accuracy, and alignment with customer objectives. - Proactively identify, assess, and manage delivery risks and complex dependencies. Strategic Cross-Functional Partner - Collaborate with Sales and Account Management teams during late-stage sales and customer onboarding to ensure smooth transition into delivery. - Work closely with Customer Success to support effective handover following successful implementations. - Act as a liaison to Product, Services, and Engineering teams, contributing customer insights and feedback. Leadership & Continuous Improvement - Provide mentorship, guidance, and escalation support to implementation consultants, customer success managers, and data engineers on active engagements. - Contribute to continuous improvement initiatives related to delivery methodologies, customer experience, and internal processes. - Support strategic initiatives led by the VP, Customer Transformation related to service quality, scalability, and customer outcomes. Team Player - Operate effectively under tight timelines and high customer expectations. - Travel up to 25% as required to support customer delivery and executive engagement. What You Bring to the Role - Exceptional executive communication, facilitation, and presentation skills - Strong business, analytical, and stakeholder management capabilities - Deep expertise in ERP systems, financial reporting, and enterprise analytics - Strong foundation in accounting, finance, audit, and control frameworks - Proven leadership of complex, multi-stream programs and implementations - Skilled in identifying customer pain points and delivering scalable solutions - Experience with financial process and control transformation and technology integration - Advanced data analysis, interpretation, and solution design skills - Effective collaborator with ability to operate independently - Demonstrated success translating executive requirements into delivery-ready solutions - Extensive experience leading end-to-end project and program delivery - Background in mentoring and team development - Bachelor’s degree in Commerce, Administration, or related field (accounting, finance, or information systems preferred) - 15+ years of experience in analytics, enterprise systems, consulting, or professional services Requirements Contingent on Employment: - Fulfill requirements necessary to obtain and clear a full background check Why You’ll Love Being Part of Our Team:  📈 Competitive Compensation and Equity 🏠 Flexible Work – Hybrid or Remote 🍏 Comprehensive health benefits and wellness programs 📚 Professional development opportunities 🌴 Flexible Time Off 💰 Company Matched Retirement Plans 🔕 Unplug and recharge - 4 company-wide digital detox days annually    Equal Opportunity at MindBridge At the heart of our global success lies commitment to diversity and inclusion. We rigorously enforce an equal opportunity policy in all aspects of employment, championing merit and qualifications as our benchmarks. MindBridge is a proud equal opportunity employer, embracing applicants of all backgrounds without regard to race, nationality, religion, gender, disability, or any other factors. At MindBridge, we are committed to providing an accessible candidate experience. If you require accommodations during the interview process or beyond, please inform us. We will work with you to provide necessary support and reasonable accommodations while maintaining confidentiality. Your comfort and participation are paramount to us.  Please be advised that we may use AI tools in the processing of your application.