Head of Customer Success and FP&A Services (India)

Head of Customer Success and FP&A Services (India)

30 Sep
|
Blox Software
|
India

30 Sep

Blox Software

India

Blox Software | Indore, India

Location: Indore, India

Work model: Remote initially, building towards a local team and office in Indore

Employment type: Full time

Hours: Substantial overlap with UK business hours

Experience: 8–10 years, with substantial experience leading customer delivery

Salary: Up to ₹14 lakh per annum, depending on experience

Reports to: Founder and CEO

About Blox

Blox is a UK based B2B SaaS company building an AI first FP&A; platform. Finance teams use Blox to build forecasts and financial models, run scenario analysis, and produce reporting and commentary, work that traditionally consumes weeks of spreadsheet effort every month.

Rather than simply answering questions about the numbers, Blox does the work, allowing finance teams to scale without adding headcount. We sit alongside a company’s existing finance systems rather than replacing them. Our customers are mid market CFOs, Finance Directors and FP&A; teams.

The Role

We are looking for a senior, hands on leader to take ownership of customer onboarding, solution delivery and ongoing success. You will lead the team that implements Blox for customers, establish a repeatable delivery method, and help customers get lasting value from their financial models and the platform.

You will join the leadership team and work closely with the Founder and CEO, the commercial team and our financial modelling specialists. You should be credible with senior finance stakeholders, able to direct a technically complex project, and willing to step into the detail when a team or customer needs your judgement. You will also support late stage sales conversations by scoping proposed work, estimating delivery and contributing to bids.

Key Responsibilities

Onboarding and solution delivery

- Lead customer onboarding from kickoff through implementation, launch and transition into ongoing service. Own the plan, milestones, risks, decisions and customer communication.
- Develop and formalise a consistent project delivery method, including clear scope, responsibilities, timelines, progress reporting and quality checks.
- Oversee work across data integration and transformation, FP&A; model design and architecture, validation and customer adoption. Guide specialists who do much of the hands on build, and review the quality of what is delivered.
- Lead project calls and manage stakeholders across customer finance teams and Blox,



resolving issues early and keeping delivery aligned with the business outcome agreed with the customer.

Customer success and team leadership

- Lead and develop the onboarding and customer success team, setting priorities, coaching team members and providing expert support on difficult delivery decisions.
- Build productive relationships with customers after launch, understand how they use Blox, and coordinate ongoing services that help them expand their use of the platform.
- Own a clear view of customer health, satisfaction, adoption and renewal risk; work with the team to address issues and improve retention.

Commercial and pre sales support

- Join late stage sales discussions to understand customer requirements, test feasibility and shape a practical solution.
- Scope onboarding and services work, prepare delivery estimates and support proposals and bids with a sound commercial view of effort, cost and customer value.
- Feed customer needs and delivery lessons back into product and commercial planning.

What We Are Looking For

- Around 8–10 years of relevant experience, ideally across finance, FP&A; consulting, enterprise planning implementations, professional services or customer delivery in B2B software.
- A strong record of managing complex customer projects and leading people, with the seniority to coach financial modelling specialists and engage confidently with CFOs, Finance Directors and other stakeholders.
- Solid financial modelling and data analysis skills, with enough understanding of data integration, transformation and model design to guide solution decisions and review work.
- Excellent project management, stakeholder communication and problem solving skills. You can impose structure without losing pace or ownership.
- Commercial judgement: you can translate a customer requirement into a credible scope and estimate, and spot risks before commitments are made.
- Relevant experience with FP&A;, enterprise planning or financial performance management platforms such as Anaplan, Pigment, DataRails, Vena, IBM Cognos TM1, or similar systems.




- Comfort learning new software and using AI tools where they improve delivery and customer outcomes.
- Strong written and spoken English and the ability to work closely with a UK based leadership and customer team.

Technical Skills

- Strong Excel financial modelling and data analysis skills, including the ability to review forecasts, scenarios and model logic. A sound understanding of data integration, transformation and validation, with the ability to guide specialists and explain technical decisions to customers. Experience with Anaplan or another enterprise FP&A; platform is highly desirable. Familiarity with Power BI, Power Query or similar reporting tools is an advantage.

What Success Looks Like

- Customer implementations move through clear, well managed stages, with visible ownership, realistic plans and high quality financial models.
- Customers are supported beyond go live, expand their use of Blox, and report strong satisfaction; renewal performance improves as the customer base grows.
- The team receives sound technical and managerial guidance, while late stage sales opportunities benefit from credible scoping and delivery commitments.

Why Join Blox

- Build the customer delivery and success function at an important stage of growth, with direct influence over how we serve customers.
- Join the leadership team and work closely with the Founder and CEO on both customer outcomes and the direction of the business.
- Work on meaningful FP&A; problems at the intersection of financial modelling, software and AI, and help establish our team in Indore.

Hiring Process

An initial screening conversation, followed by a discussion with the Founder and CEO. Shortlisted candidates will complete a practical exercise focused on customer delivery, stakeholder management and financial modelling judgement, followed by references and an offer.

Pay: Up to ₹1,400,000.00 per year

Benefits:

- Versatile schedule
- Work from home

Application Question(s):

- How many years of experience do you have in customer success, customer delivery, FP&A; consulting, or professional services?
- Have you led customer onboarding or implementation projects for B2B software/SaaS customers?
- How comfortable are you with financial modelling and Excel?
- Have you worked with Anaplan or another FP&A; / enterprise planning platform?

Experience:

- total: 8 years (Preferred)

Work Location: Remote

📌 Head of Customer Success and FP&A Services (India)
🏢 Blox Software
📍 India

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