Customer Experience Advisor

Next Steps

Step 1:
Take a 3 Minute Tour

Step 2:
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Step 3:
Call 1-800-366-5111

Centage Corporation is a leading provider of cloud financial software that transforms how businesses budget, forecast, analyze and report. Centage’s intelligent planning and analytics platform, Planning Maestro, delivers sophisticated financial intelligence that can be implemented quickly and at an affordable price to small and medium-sized companies. With a direct line-of-sight into the organization’s financial health, Centage clients can react quickly to market changes, take intelligent risks, and capitalize on new opportunities. Centage serves over 10,000 users worldwide. 

Centage offers a high energy, team-oriented work environment with the opportunity to be a significant contributor to a rapidly growing organization.

The Position:

As a Customer Experience Advisor working within the Customer Support Team, you will play a valuable role in growing our Support team and providing a best-in-class customer experience. We are looking for an energetic individual who is a fast learner and comfortable working both independently as well as part of a team. The ideal candidate is interested in helping our clients succeed with technology, has advanced Excel expertise, and has a degree in finance or accounting. Corporate Finance / Accounting / FP&A experience will be highly valued.


Responsibilities will evolve over time as you become more familiar with the software. Initially you will spend time:

  • Actioning inbound client requests via our ticket portal and email
  • Assisting a dedicated portfolio of customers with product usage
  • Becoming a product expert by providing timely and helpful support to our clients; including financial data review and analysis
  • Working closely with the Customer Success and Product Development teams to triage and process requests
  • Drafting articles and how-to videos for our Knowledge Base and Help Center; participating in client community forum discussions

Skills and Requirements:

  • Undergraduate degree in Finance or Accounting; industry finance and accounting experience ideal; Fintech SaaS experience a plus
  • Comfort with technology, data review, analysis, and manipulation; advanced Excel and report building skills; SQL knowledge a plus
  • Attention to detail/organized – Process driven and can track and maintain a high volume of customer requests
  • Time Management – Skilled at calendar management and follow-thru
  • Strong written and verbal communication skills – striving to go above and beyond to fulfill client requests
  • Ability to thrive in fast-paced environment and self-motivated