Customer Success Specialist

Location:

Experience:

Actionboard

we’re reimagining how CFO offices run. Finance teams in some of the most dynamic companies—Anarock, Dream11, Furlenco, The Whole Truth Foods, Nambiar Builders, and more—already rely on us to automate MIS reporting, dashboards, and insights.

single source of truth for CFOs

Customer Success Lead

• Engage with CFOs and Finance Heads

  across industries to understand their reporting and MIS requirements.

• Scope and map requirements

  into actionable reporting structures.

• Configure dashboards and reports

  in Actionboard, working hands-on with our product and technical team.

• Translate financial logic into automation

  —turning manual Excel-based reporting into smart, scalable dashboards.
• Ensure customers see

  real value and adoption

  of Actionboard in their day-to-day decision-making.

reimagine their reporting stack

CFOs, MIS heads, and decision-makers

financial reporting, dashboards, and automation tools

intersection of finance + tech + AI

✅ Learn how different industries track performance, manage KPIs, and make strategic decisions.

Finance Transformation, Product Management, or Strategy roles

• Chartered Accountants / finance professionals

  (0–3 years) with a strong interest in MIS, reporting, and automation.
• Solid understanding of

  financial reporting, MIS structures, and dashboards

  .
• Ability to

  talk to clients (CFOs, finance heads)

  and translate requirements into reporting logic.
• Comfort with

  data and SQL

  is a big plus (but not mandatory).
• A curious, problem-solving mindset and willingness to work across industries.

frontline of finance transformation

trusted partner to CFOs

Apply now