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Lead, Financial Operations Analyst

  • McLean, Virginia
  • Customer Success - Strategic Operations
  • Added


Here at Appian, our core values of Respect, Work to Impact, Ambition, and Constructive Dissent & Resolution define who we are. In short, this means we constantly seek to understand the best for our customers, we go beyond completion in our work, we strive for excellence with intensity, and we embrace candid communication. These values guide our actions and shape our culture every day.  When you join Appian, you'll be part of a passionate team that's dedicated to accomplishing hard things.

Are you looking to combine your passion for technology with your penchant for strategic problem solving? Appian Customer success is obsessed with great customer outcomes. We deliver mission-critical business impact fast, and are directly responsible for partnering with our customers to bring their best ideas to life. Joining the Customer Success team will provide you with the support and growth you need to strengthen and evolve your skills within the consulting field.

This role demands someone with comfort in both business and finance and an interest in translating between the two. We are looking for someone who is analytical and has an extremely high level of attention to detail. There is a huge opportunity to make a significant impact on the business. If you like to look at things from different angles and come up with great solutions, this is the role for you!

This role is based at Appian's Headquarters in McLean, VA. Employees hired for this position will have the opportunity to work in a flexible, hybrid environment. We're targeting candidates who can reliably join us in office 3 days a week -- if you are not already located in the DC Metropolitan Area, your willingness to relocate will be a contingency for this position.

To be successful in this role, you will:

  • Lead and manage projects that explore and implement complex methods, processes, tools, systems to improve data reporting, data accuracy, and analysis with a focus on reducing manual time and effort.
  • Drive up maturity of Customer Success Strategic Operations data structure, consistency, and systems with collaboration with other functions at Appian.
  • Lead and support efforts to document and execute on key operational processes, procedures, and policies that improve overall business operations for Professional Services / Customer Success.
  • Lead, support, and coordinate operational, business, and administrative tasks including administration of strategy, assignment of offices, maintenance of data systems and tools (Projector, Professional Services Google Groups, etc.), timesheet compliance processes & support, etc.
  • Work with various leadership members to support and communicate business operations improvements.

Basic Qualifications: 

  • 6+ years working in Business Operations, specifically reviewing financial analytics and operation, or corporate finance-related experience within a Professional Services or Consulting Organization. 
  • Perform extensive and detailed planning, reporting, and analysis on key performance metrics for Customer Success (such as Net Recurring Revenue (NRR) and Annual Recurring Revenue (ARR), Net Expansion, and Churn); provide recommendations and advisory to supervisor and key stakeholders based on analysis.
  • Partner with key stakeholders across Customer Success and other areas of the organization to support the financial and operational management, and processes in projects and business areas.
  • Lead the development of financial reporting and analysis, revenue and profit forecasting, utilization analysis and business management duties as necessary.
  • Expected technical proficiencies include mastery of tools like Tableau, SQL, Agile project management practices, and expert Excel / Google Sheets abilities.
  • Experience working within a Technology Company, SaaS (Software as a Service) business model is highly preferred.

Some of the tools and resources we will equip you with include:

  • Growth: Continuous learning opportunities are a key focus for our department. Whether it is companywide weekly knowledge shares, biweekly continuing education sessions led by fellow CS members, guild participation , or free online trainings, there is always somewhere to turn for technical and professional growth.
  • Culture:  Appian’s customer success group is quickly expanding but the culture continues to make the department feel like a small community. Monthly social events are planned virtually and in the DC area by our Center of Funcellence while our First Year Experience (FYE) group concentrates on creating a smooth transition for all new employees entering the working force for the first time.

About Appian

Appian is a software company that automates business processes. The Appian AI-Powered Process Platform includes everything you need to design, automate, and optimize even the most complex processes, from start to finish. The world's most innovative organizations trust Appian to improve their workflows, unify data, and optimize operations—resulting in better growth and superior customer experiences. For more information, visit . [Nasdaq: APPN]

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Appian Corporation is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Further, Appian will not discriminate against applicants for inquiring about, discussing or disclosing their pay or, in certain circumstances, the pay of their co‐worker, Pay Transparency Nondiscrimination .   

If you need a reasonable accommodation for any part of the employment process, please contact us by email at and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this email address.

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