Genesys

Business Finance Manager - Customer Success

In short

This is a Finance Manager role supporting the Customer Success organization at Genesys, an AI-powered customer experience platform company. The role focuses on renewal and retention analytics, pipeline insights, Technical Account Manager program P&L, and partnering with senior leadership to drive SaaS metrics decisions, with growing use of AI tools like Claude. It requires 6+ years of Finance/FP&A/Consulting experience and strong SaaS metrics knowledge (renewals, retention, pipeline, ARR); SQL, Tableau or Snowflake experience is preferred.

About the Role
At Genesys, we help organizations create better customer experiences through AI-powered experience orchestration. Our platform connects people, systems, data and AI to help organizations deliver more personalized service, improve operational efficiency and build stronger customer relationships. Help build, support and operate technology used by more than 8,000 organizations in over 100 countries.
Customer retention, renewal performance, and Customer Success economics are critical drivers of Genesys Cloud growth. As Finance Manager supporting the Customer Success organization, you will turn financial and operational data into insights that help senior leaders understand customer behavior, strengthen retention strategies, and make informed investment decisions. You will partner across Finance and Customer Success to influence planning, performance management, and executive decision making, with visibility into renewals, retention, pipeline, ARR, and the economics of Technical Account Manager programs. The role also provides an opportunity to expand how Strategic Finance uses AI, analytics, and automation to improve reporting quality, accelerate insights, and scale decision support.
Key Responsibilities
•Drive monthly renewal and retention analytics that surface customer behavior trends, performance drivers, and actionable insights for Customer Success and executive leadership
•Deliver weekly Customer Success sales opportunity pipeline insights that improve leadership visibility into performance, risks, and emerging opportunities
•Analyze customer behavior and financial data to answer strategic business questions and inform Customer Success priorities, resource decisions, and retention strategies
•Lead financial support for annual renewal target planning, connecting historical performance, business assumptions, and customer trends to actionable targets
•Oversee financial performance and P&L visibility for Technical Account Manager programs, identifying trends and insights that support sustainable investment decisions
•Own the Customer Success Finance web portal for the Chief Customer Officer, ensuring leaders have clear, timely access to relevant financial and operational insights
•Advance the use of AI tools, including Claude and other emerging capabilities, to automate analysis, strengthen reporting, and expand the scale and quality of Strategic Finance insights
•Partner with Customer Success, Finance, and senior leaders to drive alignment on key SaaS metrics, translate complex analysis into clear recommendations, and improve business decision making
Required Qualifications
•6+ years of experience in Finance, Strategic Finance, FP&A, Consulting, or a related analytical discipline
•Strong understanding of revenue and SaaS business metrics, including renewals, retention, pipeline, and ARR
•Demonstrated ability to translate complex financial and operational data into clear insights and recommendations for business leaders
•Proven experience managing multiple priorities independently while maintaining strong analytical rigor and attention to detail
•Excellent communication and stakeholder management skills, with the ability to frame strategic questions and influence cross-functional decision making
•Experience using AI-powered tools to improve analysis, reporting, automation, or productivity
•Strong record of collaboration, curiosity, sound judgment, and empathy when working across teams and with senior stakeholders
Preferred Qualifications
•Experience in a SaaS, cloud software, subscription, or recurring revenue business
•Proficiency with SQL, Tableau, Snowflake, or comparable data querying, analytics, and visualization tools
•Experience supporting Customer Success, renewals, retention, or other customer lifecycle organizations
•Background developing scalable reporting or analytical processes that improve visibility and decision support
Compensation
This role has a market-competitive salary with an anticipated base compensation range listed below. Actual salaries will vary depending on a candidate's experience, qualifications, skills, and location. This role might also be eligible for a commission or performance-based bonus opportunities.
$106,900.00 - $188,100.00
Benefits
•Medical, Dental, and Vision Insurance
•Telehealth coverage
•Flexible work schedules and work from home opportunities
•Development and career growth opportunities
•Open Time Off in addition to 10 paid holidays
•401(k) matching program
•Adoption Assistance
•Fertility treatments
Working at Genesys
•AI at enterprise scale – Build, support and operate AI-powered technology used by more than 8,000 organizations worldwide. 150+ new AI features were released in the last fiscal year.
•A flexible-first culture – Join a global team of nearly 7,000 employees with flexible ways of working designed to help people do their best work.
•Growth in the AI era – Build future-ready skills through mentorship, learning programs, leadership development and education support.
•Time to recharge and give back – Benefits include paid volunteer time, August Free Fridays, well-being resources and regionally tailored programs for employees and their families.
•Recognized globally – Genesys is Great Place to Work® certified in 17 countries and 94% of employees are proud to tell others they work at Genesys.
What Happens After You Apply
•Our Talent Acquisition team reviews your application with the hiring team.
•A Talent Acquisition Partner will review your application and, if your background is aligned, schedule a Zoom interview.
•Next, you'll meet the hiring manager and other members of the interview team.
•We aim to keep the process focused and respectful of your time, with no more than five interviews in most cases.
•After interviews are complete, our team will follow up with the final steps.
About Genesys
Genesys® empowers more than 8,000 organizations worldwide to create the best customer and employee experiences. Genesys Cloud™ is the Agentic Orchestration Platform that securely connects people, systems, data and AI across the enterprise with built-in governance and control. As a result, organizations can drive customer loyalty, growth and retention while increasing operational efficiency and teamwork across human and AI workforces.

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