Customer Success Manager, Financial Reporting

RocketRez; Winnipeg; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A tech startup specializing in tour software is seeking a Customer Success Manager, Financial Reporting to enhance customer relationships and support financial reporting needs. The ideal candidate should bring strong accounting knowledge and experience with tools like Power BI. This role offers a hybrid work setup with a focus on customer satisfaction and collaboration.

Benefits

Competitive salaries

Generous paid time off

Retirement benefits

Health insurance

Supportive parental leave

Qualifications

• 3+ years of experience in customer success, account management, or a client-facing role.
• Strong knowledge of financial reporting background in accounting or CPA designation a big plus.
• Excellent communication skills to translate technical concepts into plain language.

Responsibilities

• Build strong relationships with customers to understand business goals.
• Act as the primary point of contact for customers’ finance teams.
• Guide customers in configuring reports and understanding system outputs.

Skills

Financial reporting expertise

Customer-facing skills

Problem-solving capabilities

Knowledge in accounting/bookkeeping

Technical curiosity

Education

3+ years in customer success or finance

Tools

Power BI

Job description

Customer Success Manager, Financial Reporting

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Customer Success Manager, Financial Reporting

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RocketRez is a growing tech startup that powers experiences for tourism and attractions operators across North America. With under 70 team members across Canada, the US, and Ecuador, we’re building tools that help our customers run their businesses smarter, from ticketing and inventory, to reporting and payments.

We take a kind but straightforward approach to how we work together, building a culture that values ownership, clarity, and always doing right by the team and the customer.

The Role

We’re looking for a Customer Success Manager, Financial Reporting, to join our team, someone who brings deep expertise in financial reporting and a passion for helping customers succeed.

This is not a generalist CSM role; we’re specifically looking for someone with a background in accounting, bookkeeping, or finance . You must be confident working with financial statements, reconciling reports, and speaking the same language as controllers and CPAs. Bonus points if you’ve worked with tools like Power BI , as many of our customers rely on data visualization to understand and act on their reporting.

You’ll support customers and your team of CSM’s, with advanced reporting support. Acting as the bridge between our platform and the customer’s finance,and internal teams, you’ll help them navigate reporting tools, solve data issues, and get the insights they need to run their business effectively.

This role is a great fit for someone who :

• Loves helping people succeed with technology
• Has strong financial acumen and technical curiosity
• Is confident in customer-facing roles and thrives in a fast-paced, collaborative environment

What You’ll Do

Build strong relationships with customers, focusing on understanding their business goals and reporting needs

Act as the primary point of contact for customers’ finance teams, including CPAs and controllers

Troubleshoot reporting issues and escalate product bugs or limitations with clarity and context

Guide customers in configuring reports, reconciling data, and understanding system outputs

Partner with our Product and Support teams to advocate for improvements based on financial user needs

Proactively identify opportunities to educate or guide customers toward best practices

Contribute to internal documentation, training materials, and team knowledge related to reporting features

What You Bring

3+ years of experience in customer success, account management, or a client-facing role in SaaS

Strong knowledge of financial reporting background in accounting or CPA designation a big plus

Confidence working with reports, reconciliations, and financial data

Experience with Power BI a huge plus

Excellent communication skills; you can translate technical concepts into plain language, and vice versa

Empathy for the customer and a solutions-first mindset

Ability to work cross-functionally and stay organized in a fast-moving environment

Winnipeg / Steinbach Manitoba located a plus! Open to broader Canada.

What You’ll Love About RocketRez

At RocketRez, we believe People Come First, and that includes every team member. We’re building an environment where each person is empowered to do their best work through real connection, development, and just the right amount of fun.

Here’s what you can expect :

Make an immediate impact in a high-growth company shaping the future of tour and attraction software

Work in a hybrid environment. Winnipeg-based team members collaborate in our HQ, while others work remotely across Canada, the US, and Ecuador with flexibility and trust

Join a collaborative, thoughtful, and driven team that’s focused on doing right by the customer and each other

Competitive salaries , generous paid time off, retirement benefits, health insurance, and supportive parental leave

Be yourself! We hire from and for a wide range of backgrounds and experiences, because diversity strengthens everything we do

Grow with us as we continuously improve and build a product and culture we’re proud of

Our Core Values

Win With Integrity

Assume Positive Intent

People Come First

Teamwork Drives Results

We’re beyond excited that you’re interested in joining RocketRez and we can’t wait to meet you.

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Industries

Software Development

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