Financial Planning Expert

18 hours ago


Stockholm, Stockholm, Sweden Planacy AB Full time
Unlock Customer Success with Planacy

We're seeking a highly motivated and customer-focused professional to join our dynamic team as a Financial Planning Expert. As a key member of our organization, you will play a vital role in helping customers succeed with our innovative financial planning platform.

Your primary responsibility will be to work closely with customers to understand their financial planning needs and provide expert guidance on how to optimize their budgeting and forecasting processes. This includes identifying opportunities for growth, improving process efficiency, and ensuring seamless integration with our platform.

In addition to your technical expertise, you will also possess excellent communication and interpersonal skills, enabling you to build strong relationships with customers, internal stakeholders, and cross-functional teams.

This is an exceptional opportunity for a driven and passionate individual who wants to make a real impact in the world of financial planning. If you have a passion for helping others succeed and are eager to grow with a fast-paced SaaS company, we encourage you to apply for this exciting role.



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