Join Our Tribe!

We’re looking for talented, creative, & motivated people to join our team and help us drive our product into the market and serve more customers. We value confidence, preparedness, & work-life balance. We’re a down-to-earth, merit-based culture, we work hard, we play hard.

Here are some of the perks of working with Forecastr:

• Amazing Culture
• Full Health Benefits (w/ Vision & Dental)
• 401k Plan w/ Matching
• Unlimited Paid Time Off
• Flexible Hours

Onboarding Analyst

Remote-First - Preferences for Louisville [Ky], Denver [Co], Austin [Tx]
$65,000 - 75,000/year

Qualifications

Required Skills & Experience

• Must have experience using Excel/Google Sheets
• Must have experience building financial models for startup companies
• Must be able to communicate clearly & effectively
• Must be able to work well with people, and enjoy serving customers
• Must have a minimum of 1 year of well-articulated, relevant work experience in financial modeling

Preferred Skills & Experience

• Bachelor's degree in Finance / Economics / Adjacent studies preferred or the work experience equivalent of this degree

Job Description

Your Purpose

A champion of our brand values with a skillset that focuses heavily on financial model assessment, building, and strategic consultation with a caring and friendly tone. You will provide white-glove setup of a new customer’s financial model into the Forecastr platform and be a critical component for ensuring customers get world-class operational financial models, have an unforgettable experience with Forecastr, and are extracting the maximum amount of value possible from our product & services. In short, you set the trajectory and tone for our ongoing customer success and activation efforts. 

Your Responsibilities

• Love our customers. They will be your top-priority. We want to build real human relationships with these startup founders. Clearly identify their objectives and put their needs first.
• Independently guide our new customers through our white-glove onboarding and serve as a financial leader to make sure their business is represented in an accurate and operationally useful way.
• Building models into the Forecastr platform from information directly provided by the customer or translating existing customer models when provided.
• Progress customers through onboarding consistently and efficiently to ensure new sales deal flow is uninterrupted.
• Be prepared to train customers on how to use the Forecastr platform as needed.
• Continually engage with our customers through Live Chat, Email, and sometimes Zoom Calls to answer questions, remove blockers, provide support, guidance, and expertise throughout onboarding. Our customers look to us as startup finance experts, and you will be providing this expertise to our customers.
• Work directly with the Director of Customer Onboarding on strategic initiatives designed to improve the experience of customers and optimize how we serve them.
• Maintain Forecastr's internal systems for customers management such as HubSpot and Asana.
• While not a part of your primary role, everyone at an early-stage startup can and must wear multiple hats. There will be ample opportunity for you to involve yourself in other areas of the company such as: sales, product testing, operations, content marketing, etc.

Support Analyst

Remote-First - Preferences for Louisville [Ky], Denver [Co], Austin [Tx]
$65,000 - 75,000/year

Qualifications

Required Skills & Experience

• Must have experience using Excel/Google Sheets
• Must have experience building financial models for startup companies
• Must be able to communicate clearly & effectively
• Must be able to work well with people, and enjoy serving customers
• Must have a minimum of 1 year of well-articulated, relevant work experience in financial modeling

Preferred Skills & Experience

• Bachelor's degree in Finance / Economics / Adjacent studies preferred or the work experience equivalent of this degree

Job Description

Your Purpose

A champion of our brand values with a skillset that focuses heavily on ongoing financial model management, financial reporting, and customer relations. This role has a strong emphasis on financial reporting and analysis. In order to provide the most effective and useful model, this position keeps the customer's goals and performance in focus to drive data-backed decision making for their customers. Each Analyst will manage their own portfolio of customers and will be expected to build and manage a strong connection between Forecastr and the customer by delivering our standardized reporting services and identifying opportunities for Forecastr to better meet the evolving needs of the customer.

Your Responsibilities

• Independently manage the financial model for a portfolio of companies and support their financial management, planning, and strategy
• Prepare, review, analyze and distribute monthly and quarterly financial reports for companies
• Lead and organize monthly and quarterly financial review and forecasting calls with each company
• Collaborate regularly with the greater finance & accounting teams of each company to ensure consistency across all systems
• Work as our customers' financial leader to improve financial systems and guide financial strategy
• Maintain Forecastr's internal systems for customers management such as HubSpot and Asana
• Serve our customers as best as you can, engaging through live chats, email, video calls, to help with financial models, or other startup related help
• We encourage all our analysts to go above and beyond for their customers when possible. Helping with projects outside of the financial model when possible
• While not a part of your primary role, everyone at an early-stage startup can and must wear multiple hats. There will be ample opportunity for you to involve yourself in other areas of the company such as: sales, product testing, operations, content marketing, etc.