About Obol
Obol is redefining how businesses manage cash flow. Our platform equips finance teams with powerful tools to automate operations, forecast with confidence, and make smarter decisions—all in real-time. With seamless integrations to bank accounts, ERPs, and payment processors, Obol turns complex financial workflows into streamlined, proactive strategies.
Backed by leading American VCs and leaders from top tech companies like Square, PayPal, eBay, Tipalti, and Afterpay, Obol is at the forefront of financial innovation. We’re tackling a mission-critical challenge for finance teams across North America, empowering businesses to focus less on cash flow worries and more on achieving their ambitions.
As a member of the Obol team, you’ll work closely with the founders and a world-class team to shape the future of cash flow management through technology. This is a unique opportunity to make a significant impact at an early stage and contribute to our mission of empowering businesses.
What We’re Looking For
We are seeking a highly motivated Finance Solutions Engineer with a minimum of 3 years of experience in customer success, relationship management, or another client-facing role. The ideal candidate combines strong interpersonal skills with a deep understanding of financial workflows, enabling them to bridge the gap between finance and technology. A background in finance, accounting, or fintech is required.
About The Role
- Build and maintain strong, long-lasting client relationships to ensure customer satisfaction and retention.
- Develop a deep understanding of customer financial processes to provide tailored, value-driven solutions using Obol’s platform.
- Translate customer’s existing cash flow management workflows around AR, AP, forecast assumptions and growth metrics into tangible actions on the Obol platform.
- Serve as the lead point of contact for all customer account management and solution delivery needs.
- Ensure timely and successful delivery of solutions aligned with customer goals and objectives.
- Collaborate with sales and product teams to identify expansion opportunities and enhance customer outcomes.
- Conduct onboarding sessions and regular check-ins to ensure clients are fully leveraging Obol’s capabilities.
- Prepare and deliver client reports on performance metrics and account health.
- Troubleshoot and assist with complex client requests or escalations as needed.
What You Need
- Minimum 3 years of experience in customer success, relationship management, or a similar client-facing role.
- Finance background — degree in finance, accounting, economics, or related field (CPA or equivalent certification is a strong advantage).
- Proven ability to manage multiple client accounts and projects simultaneously.
- Strong understanding of financial workflows, reporting, and cash management processes.
- Excellent written and verbal communication skills, with the ability to translate complex financial concepts into clear value for customers.
- Analytical and problem-solving mindset with a proactive attitude.
- Experience working with CRM or account management tools such as HubSpot or Salesforce.
- Ability to work independently and collaboratively across departments.
Nice-to-Haves
- Experience in the finance or fintech industry.
- Familiarity with cash flow management, treasury, or FP&A tools.
- Knowledge of platforms such as HubSpot, Zendesk, Totango, or similar.
- Understanding of US-based business finance and treasury workflows.
Why Join Obol?
At Obol, you’ll join a passionate team dedicated to revolutionizing cash management for businesses. We offer a dynamic, collaborative work environment where your impact is tangible and your growth potential is limitless. If you’re ready to bring financial expertise and client empathy together to drive success — we’d love to meet you.
