✦ Luna Orbit — Customer Success & Support

Customer Success - Financial Specialist

at World Wide Technology

📍 Remote, US Remote 💰 $65K – $85K USD / year Posted March 06, 2026
Salary $65K – $85K USD / year
Type Full-Time
Experience mid
Exp. Years 3–5 years
Education Undergraduate Degree in a related field or equivalent work experience
Category Customer Success & Support

This role involves supporting customer success through financial analysis and operational support for large software agreements, ensuring smooth customer onboarding and issue resolution.

  • Support customer adoption
  • Resolve operational questions
  • Develop internal processes
  • Collaborate with teams
  • Ensure customer satisfaction

The technical scope includes financial analysis, understanding of software agreements, customer support processes, and internal operational workflows.

The ideal candidate is a mid-level customer success professional with 3+ years of experience in financial analysis and supporting large software agreements, capable of collaborating effectively and providing excellent customer support.

3–5 years of experience in Customer Success or financial analysisexperience developing internal processessupporting customer adoption and usageeffective collaboration with senior advisorsstrong communication skills
supporting large software agreementssupporting operational questionsworking in evolving programs
software agreementscustomer support tools
Customer Successfinancial analysissoftware agreementsinternal processestechnical acumencustomer adoptionusage supportoperational questionscommunication skillssupport scenarios
Customer Successfinancial analysissoftware agreementsinternal processestechnical acumencustomer adoptionusage supportoperational questionscommunication skillsproblem-solvingsupport scenarios
communicationcollaborationattention to detailproblem-solvingprofessional demeanor
Industry Information Technology
Job Function Customer success and financial support
Customer Successfinancial analysissoftware agreementsinternal processestechnical acumencustomer adoptionusage supportoperational questionscommunication skillssupport scenariossupportcommunicationproblem-solvingcollaborationattention to detail

Less than 3 years of relevant experience, Lack of experience with software agreements, Poor communication skills, Inability to work remotely

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