About Limelight

Limelight is a modern FP&A platform helping finance teams move beyond spreadsheets with connected planning, forecasting, reporting, and AI-powered insights.

We work with finance teams across nonprofits, SaaS, healthcare, and multi-entity organizations to improve budgeting, forecasting, and reporting processes.

About the Role

We’re looking for a Customer Success Associate with 1–2 years of FP&A, finance operations, or customer success experience to help customers successfully adopt and optimize Limelight.

This role is focused on:

• customer support and ticket management
• building reports, templates, and dashboards
• customer training and enablement
• driving adoption and retention
• continuous optimization and customer success

You’ll work directly with finance and FP&A teams to improve workflows, resolve issues quickly, and help customers get ongoing value from the platform.

Responsibilities

• Manage customer support tickets and resolution times
• Build and maintain planning templates, reports, and dashboards
• Run customer onboarding and training sessions
• Conduct recurring customer check-ins and optimization reviews
• Help customers improve budgeting, forecasting, and reporting workflows
• Become a product expert across Limelight features and use cases
• Support customer adoption, engagement, and retention initiatives
• Assist with customer newsletters, webinars, and community engagement

Qualifications

• 1–2 years of experience in FP&A, finance operations, accounting, customer success, or SaaS support
• Strong Excel and spreadsheet skills
• Strong communication and customer-facing skills
• Organized, proactive, and detail-oriented
• Experience working with finance systems or FP&A software is a plus

Why Join Limelight

• Work closely with modern finance teams
• Gain exposure to FP&A transformation and SaaS customer success
• Help shape customer experience and product adoption
• Be part of a growing finance technology company

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