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Finario Jobs (NOW HIRING)

Finario

Customer Success Associate

Stamford, CT · On-site

Finario is a fast growing Software-as-a-Service technology company providing a suite of intelligent capital planning & portfolio strategy solutions to leading industrial enterprises worldwide. The ...

Finario

Customer Success Associate

Stamford, CT · On-site

Customer Success Associate Finario is a fast growing Software-as-a-Service technology company providing a suite of intelligent capital planning & portfolio strategy solutions to leading industrial ...

Finario

Customer Success Associate

Stamford, CT · On-site

Finario is a fast growing Software-as-a-Service technology company providing a suite of intelligent capital planning & portfolio strategy solutions to leading industrial enterprises worldwide. The ...

Finario

Director of Business Operations

Stamford, CT · On-site

The Company Finario is a fast growing Software-as-a-Service technology company providing a suite of intelligent capital planning & portfolio strategy solutions to leading industrial enterprises ...

Finario

Director of Business Operations

Stamford, CT · On-site

The Company Finario is a fast growing Software-as-a-Service technology company providing a suite of intelligent capital planning & portfolio strategy solutions to leading industrial enterprises ...

Finario

Technical Project Manager

Stamford, CT · On-site

Finario, the Solution for Capex, is a fast growing Software-as-a-Service technology company. Our capital and project planning software solutions help finance and operations teams at leading ...

Finario

Technical Project Manager

Stamford, CT · On-site

Finario, the Solution for Capex, is a fast growing Software-as-a-Service technology company. Our capital and project planning software solutions help finance and operations teams at leading ...

Arcosa Lightweight

Sr. Industrial Engineer

Fort Worth, TX · On-site

$41 - $56/hr

MS Project, Smartsheet, AutoCAD or Finario experience preferred MUS276 Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment ...

Arclin

Project Engineer/Project Manager

Richmond, VA

Working knowledge of project management tools such as Microsoft Project, AutoCAD, Finario, or similar software. * Strong analytical, organizational, and problem-solving skills. * Excellent written ...

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Finario information

What is a Finario?

Finario is a software platform designed for capital planning and management, primarily used by finance professionals in large organizations. It streamlines and automates the process of capital allocation, budgeting, approval workflows, and reporting. By providing real-time visibility into capital projects and expenditures, Finario helps companies make more informed investment decisions, improve compliance, and optimize their capital spending. It integrates with existing financial systems and offers analytics tools for better forecasting and strategic planning.

What are the typical responsibilities of a Finario Implementation Specialist during a client onboarding project?

As a Finario Implementation Specialist, your primary responsibilities during a client onboarding project include gathering client requirements, configuring the Finario software to meet those needs, and conducting user training. You will collaborate closely with client stakeholders, project managers, and internal technical teams to ensure a smooth transition and successful adoption of the solution. Regular communication, troubleshooting, and providing best practice recommendations are key aspects of the role. You'll also document project progress and help optimize workflows based on client feedback.

What are the key skills and qualifications needed to thrive as a Finario Implementation Specialist, and why are they important?

To thrive as a Finario Implementation Specialist, you need a background in finance or accounting, strong analytical skills, and experience in software implementation or project management. Familiarity with Finario's enterprise capital planning software, data integration tools, and relevant certifications like PMP or CPA are commonly required. Excellent communication, problem-solving, and client management skills help you effectively guide organizations through system adoption. These abilities ensure successful software deployment, high client satisfaction, and optimized capital planning processes.

What is the difference between Finario vs Financial Analyst?

AspectFinarioFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; familiarity with financial softwareBachelor's degree in finance, accounting, economics, or related field; often CPA or CFA preferred
Work EnvironmentPrimarily uses financial planning and project management software; collaborative team settingsAnalyzes financial data, prepares reports, and advises management; office-based
Employer & Industry UsageUsed by corporate finance teams for project and capital planningEmployed across industries for financial analysis, budgeting, and forecasting

Finario focuses on financial planning and project management software, while Financial Analysts analyze data to support decision-making. Both roles require finance-related degrees, but Finario professionals often specialize in software tools, whereas Financial Analysts focus on data analysis and reporting.

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Finario jobs near you
Infographic showing various Finario job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Customer Success Associate

Finario

Stamford, CT • On-site

Full-time

Medical, Retirement

Posted 17 days ago

Job description

Finario is a fast growing Software-as-a-Service technology company providing a suite of intelligent capital planning & portfolio strategy solutions to leading industrial enterprises worldwide.

The Finario Customer Success team drives awareness, implementation and adoption of the Finario solution while working alongside our product, sales and engineering teams. Customer Success Associates help implement and support users of the Finario application by responding to functional and technical queries, consulting on capital investment best practices and how to best leverage the Finario platform to improve the management of Capex and drive improved business results.

We are looking for a highly motivated and results-driven Customer Success Associates. In this role, you will play a crucial role in Finario’s customer success and implementation functions, while fostering customer relationships.

Responsibilities:

  • Provide high-quality support - in a friendly and timely manner to help end-users with application questions and resolve problems.
  • Implementation - collaborate with Finario customers to define and implement new customer configuration requirements during onboarding. Manage implementations through steady state application use.
  • Training - improve existing training materials and tools to help customers, internal team members, and partner resources learn the Finario platform from both an implementation and end user standpoint.
  • Serve as a solution expert - educate users on our software platform.
  • Optimize customer application usage - drive user adoption and effective use of the Finario platform in order to optimize Capex management and drive better business results for customers.
  • Client Relationship Management - serve as the main point of contact to foster deeper value driven relationships with our customers. 

Required Qualifications:

  • 2 - 5  years of work experience
  • Excellent communication skills, both verbal and written 
  • Self-starter who is able to own the ongoing success of both large and small customers
  • Detail-oriented with strong track record of follow-through
  • Natural sense of curiosity and a desire to help people
  • Technical Skills connecting a building reports in a variety of BI tools (PowerBI, Tableau, Snowflake)

  • API connectivity and querying (Open, RESTful)

Desired Skills & Experience:

  • Proven track record of establishing yourself as a trusted advisor to customers
  • Previous SaaS and/or Consulting experience
  • Previous experience in a Implementation and/or Customer Success capacity
  • Previous experience developing training materials and delivering training
  • Exposure to deadline driven environments utilizing different project management tools
  • Enthusiasm for using and explaining the benefits of cloud technologies
  • Understanding of financial (budgeting, planning) and investment concepts such as ROI and NPV in a Capital Intensive industry
  • Sense of humor

Compensation:

  • Salary, Healthcare, 401(k)
Employment Type: FULL_TIME

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