Here at Appian, our values of Intensity and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you’ll be part of a passionate team dedicated to accomplishing hard things, together.
Appian’s Customer Success Operations team is growing! This role demands someone with comfort in both business and finance and an interest in translating between the two. We are looking for someone who is quick, enthusiastic and has an extremely high level of attention to detail. There is a huge opportunity to make a significant impact on the business. If you like to look at things from different angles and come up with great solutions, this is the role for you.
This role provides critical financial and operational support to the Customer Success organization, ensuring robust fiscal management and strategic insights.
This role is based at our Mexico City office in Coyoacan. Appian was built on a culture of in-person collaboration, which we believe is a key driver of our mission to be the best. Employees hired for this position are expected to be in the office 3 days a week to foster that culture and ensure we continue to thrive through shared ideas and teamwork. We believe being in the office provides more opportunities to come together and celebrate working with the exceptional people across Appian.
In this role, you will:
- Support, advise, and educate Directors, Project Managers, and VPs on project and organizational budgeting, forecasting, and Estimate-at-Completion (EAC) processes.
- Track, report, and analyze program spend against funding and contract values.
- Conduct detailed planning, reporting, and analysis on key Customer Success performance metrics. Provide data-driven recommendations and advisory to supervisors and stakeholders, developing analytical tools as needed.
- Partner with key stakeholders across Customer Success and other departments to manage financial and operational processes for projects and business areas.
- Develop and maintain accurate pipeline forecasts, analyze pipeline trends, and provide insights to improve sales effectiveness and revenue predictability.
- Lead the development of essential financial processes and reporting for Customer Success operations.
- Manage financial reporting and analysis, revenue and profit forecasting, utilization analysis, and other business management tasks.
- Lead and assist with program financial duties, including project labor costing, SOW analysis, bill rate analysis, and FFP percentage of completion revenue recognition.
- Serve as Project Leader/Manager for medium to high-complexity special projects and operational initiatives, handling requirements gathering, stakeholder alignment, schedule management, and reporting.
- Develop and implement best practices on budgeting, forecasting, timesheet compliance, and other relevant best practices for new managers.
- Able to work with high-level, ambiguous business challenges and transform them into clear, structured financial models.
Basic Qualifications:
- 0-4 years in financial analysis, project finance, project control, finance operations, or corporate finance within a professional services/consulting organization.
- Demonstrated leadership abilities through proactive communication and effective support of stakeholders at various organizational levels and functional domains.
- Strong analytical skills with proven experience in developing financial reporting and analysis.
- Bachelor’s degree in Finance, Accounting, and/or a related field.
- Expert in Excel / Googlesheets, knowledge of Tableau and CRM systems (Salesforce)
- Fast learner capable of working independently with minimal direction.
- Experience working within a Technology Company, particularly with a SaaS (Software as a Service) business model. Working knowledge of key SaaS metrics (NRR, GRR, Renewal Rates, etc.) a plus.
- Ability to support off hours on a weekly cadence, schedules including until 6:00 or 7:00pm depending on the day.
Tools and Resources
- Training and Development: During onboarding, we focus on equipping new hires with the skills and knowledge for success through department-specific training. Continuous learning is a central focus at Appian, with dedicated mentorship and the First-Friend program being widely utilized resources for new hires.
- Growth Opportunities: Appian provides a diverse array of growth and development opportunities, including our leadership program tailored for new and aspiring managers, a comprehensive library of specialized department training through Appian University, skills based training, and tuition reimbursement for those aiming to advance their education. This commitment ensures that employees have access to a holistic range of development opportunities.
- Community: We’ll immerse you into our community rooted in respect starting on day one. Appian fosters inclusivity through our 8 employee-led affinity groups. These groups help employees build stronger internal and external networks by planning social, educational, and outreach activities to connect with Appianites and larger initiatives throughout the company.
Benefits
Appian offers a comprehensive benefits package designed to support your health, wellbeing, and financial future. Benefits may include health coverage, Employee Assistance Program (EAP) with free mental health support, life and disability insurance, an Employee Stock Purchase Program (ESPP), a retirement/pension plan, wellness dollars, tuition reimbursement, family-forming benefits and more. Benefits vary by country—please ask your Talent Acquisition contact for details specific to the location you are applying to.
About Appian
Appian is a software company that automates business processes. The Appian AI-Powered Process Platform includes everything you need to design, automate, and optimize even the most complex processes, from start to finish. The world's most innovative organizations trust Appian to improve their workflows, unify data, and optimize operations—resulting in better growth and superior customer experiences. For more information, visit appian.com. [Nasdaq: APPN]
Follow Appian: LinkedIn.
Appian is an equal opportunity employer that strives to attract and retain the best talent. All qualified applicants will receive consideration for employment without regard to any characteristic protected by applicable federal, state, or local law.
Appian provides reasonable accommodations to applicants in accordance with all applicable laws. If you need a reasonable accommodation for any part of the employment process, please contact us by email at [email protected]. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this email address.
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