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Financial Modeling Freelance Jobs in Raleigh, NC

Plannernet

Customer Success Lead

Raleigh, NC · Remote

... of freelance meeting and event talent. We serve organizations of all sizes and industries through ... Plannernet's model continues to be the optimal solution for companies looking to increase agility ...

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Financial Modeling Freelance information

See Raleigh, NC salary details

$14

$46

$128

How much do financial modeling freelance jobs pay per hour?

As of Aug 22, 2026, the average hourly pay for financial modeling freelance in Raleigh, NC is $46.38, according to ZipRecruiter salary data. Most workers in this role earn between $23.61 and $60.05 per hour, depending on experience, location, and employer.

What is a financial modeling freelance?

A Financial Modeling Freelance job involves building financial models to analyze business performance, forecast future outcomes, and support decision-making. Freelancers in this field work with businesses, investors, or startups to create models for valuation, budgeting, M&A, or investment analysis. They typically use Excel or specialized software and may work on a project or hourly basis. Strong financial acumen, analytical skills, and proficiency in financial modeling techniques are essential for success in this role.

What skills and qualifications are needed for financial modeling freelance?

To thrive as a Financial Modeling Freelance professional, you need advanced analytical abilities, proficiency in accounting and finance principles, and experience building financial models, often supported by a degree in finance, accounting, or related fields. Expert-level skills in Microsoft Excel and familiarity with tools like Power BI or SQL, as well as professional certifications such as CFA or FMVA, are frequently expected. Exceptional communication, time management, and client-relations skills help freelancers effectively manage projects and convey complex findings to clients. Mastering these skills is essential for delivering insightful, accurate work tailored to client needs while maintaining a successful independent practice.

What are common challenges faced by freelance financial modelers, and how can they be managed?

Common challenges for freelance financial modelers include managing multiple client deadlines, varying project scopes, and staying updated on evolving financial standards. Freelancers often work remotely and independently, requiring strong self-discipline and effective communication to clarify client expectations and deliver accurate results on time. Building a robust professional network and maintaining up-to-date technical expertise can help mitigate these challenges. Additionally, using project management tools and setting clear milestones with clients can ensure smoother workflows and repeat business.

What are the most commonly searched types of Financial Modeling jobs in Raleigh, NC?

The most popular types of Financial Modeling jobs in Raleigh, NC are:

What are popular job titles related to Financial Modeling Freelance jobs in Raleigh, NC?

For Financial Modeling Freelance jobs in Raleigh, NC, the most frequently searched job titles are:

What job categories do people searching Financial Modeling Freelance jobs in Raleigh, NC look for?

The top searched job categories for Financial Modeling Freelance jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Financial Modeling Freelance jobs?

Cities near Raleigh, NC with the most Financial Modeling Freelance job openings:

Financial Modeling Freelance jobs near you
Infographic showing various Financial Modeling Freelance job openings in Raleigh, NC as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $96,460 per year, or $46.4 per hour.

Customer Success Lead

Plannernet

Raleigh, NC • Remote

Full-time

Posted yesterday

New

Job description

Job Title

Lead, Customer Success

Location

Virtual

Status/Hours/Shift

Full-time, Exempt
Office Hours: 8:45 AM – 5:00 PM

Department

Customer Success

Compensation

Competitive salary based on experience, including a comprehensive benefits plan


About Plannernet

Plannernet is the largest, most experienced provider of freelance meeting and event talent. We serve organizations of all sizes and industries through our powerful technology platform and exceptional service. We enable companies and talent to work together in a seamless, compliant and cost-effective manner that creates economic opportunity for all.

Our Network of over 3,500 highly-specialized and vetted professionals, in over 70 countries, supports more than 200,000 hours of work annually. Plannernet's model continues to be the optimal solution for companies looking to increase agility, scale effectively, consistently meet demand and create extraordinary event experiences.


Equal Opportunity Employer

Plannernet is proud to be an equal opportunity employer. We are committed to diversity and inclusion, ensuring all qualified applicants receive equal consideration without regard to age, color, disability, gender, gender identity or expression, genetic information, national origin, race, religion, sex, sexual orientation, or veteran status.


Position Summary

The Lead, Customer Success plays a critical role in fostering strong relationships with Plannernet’s clients and ensuring the successful delivery of our solutions. Acting as the primary point of contact for an assigned portfolio of clients, you will focus on understanding client needs, driving excellent service delivery, and building long-term, strategic partnerships.

This role is ideal for a driven and detail-oriented professional who excels at relationship management, problem-solving, and cross-functional collaboration.


Key Responsibilities

Client Engagement & Relationship Building

  • Serve as the dedicated Customer Success expert and primary point of contact for an assigned portfolio of clients.
  • Develop strong, long-term relationships through proactive communication and exemplary customer service.

Implementation & Service Delivery

  • Support client implementations, ensuring alignment on partnership goals, service solutions, contingency plans, and operating procedures.
  • Understand and address each client’s unique needs, providing tailored solutions and identifying opportunities for improvement.

Account Management

  • Maintain ongoing oversight of client activity, identifying trends and ensuring service levels meet or exceed expectations.
  • Ensure seamless alignment between clients and their supporting suppliers to drive successful outcomes.

Issue Resolution & Communication

  • Proactively identify and address client concerns, ensuring clear communication with all stakeholders throughout the process.
  • Provide timely updates and solutions for any issues, maintaining high levels of client satisfaction.

Quality Assurance & Reporting

  • Audit client engagements, processes, and financial records to ensure accuracy and consistency.
  • Serve as the client expert, leading internal teams and coordinating efforts to support account objectives.
  • Lead internal audits to ensure accuracy in client records and financial documentation.

Additional Responsibilities

  • Participate in a rotation for the after-hours emergency customer service line during evening, night, and weekend hours.

 

Qualifications

Education

  • Bachelor’s degree or equivalent work experience

Skills and Experience

  • 2-5 years of experience in customer service, account management, or a related field
  • Proficiency with Microsoft Office Suite (Excel, Word) and strong internet research skills
  • Exceptional relationship-building and interpersonal skills
  • Strong project management and process development abilities
  • Excellent written and verbal communication skills
  • Self-motivated, adaptable, and confident when navigating ambiguity
  • Problem-solving mindset with effective decision-making skills
  • Commitment to continuous learning and professional growth

Preferred Qualifications

  • Experience in the meetings and events industry

Why Join Plannernet?

At Plannernet, you’ll have the opportunity to contribute to a dynamic, fast-paced environment where your work directly impacts our clients’ success and the growth of our supplier network. We are committed to fostering a culture of innovation, collaboration, and inclusivity, offering professional growth opportunities and a supportive team atmosphere.

We are guided by our core values - Respect, Accountability, Fulfillment, and Teamwork (RAFT). These values not only shape our company culture but also define how we work together, make decisions, and show up for our Clients, Suppliers, and peers.