Financial Services Strategist

Job Overview Serrala is a global leader in finance process automation, advancing the office of the CFO with its award-winning suite of finance automation applications.

We provide solutions that streamline all working capital-related processes, including Order to Cash, Procure to Pay, Cash Flow Management, and Treasury, across both cloud and SAP environments.

Our diverse global community supports over 2,800 clients worldwide, reflecting the trust we've built.

Key Responsibilities Customer Health Management : Maintain accurate health-scores that blend leading indicators with lagging ones; trigger proactive playbooks as soon as a score dips, and build advocacy based on Value Realization.

Quarterly Business Reviews (QBRs) : Conduct quarterly business reviews to showcase value delivered and align with customer outcomes, milestones, and strategic priorities.

Value Creation & Success Plans : Develop tailored success plans to drive adoption, maximize product value, and help customers achieve their business objectives with our solution.

Retention : Apply logo retention strategies and churn mitigation plan to ensure high logo retention through renewals and minimized churn.

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