Senior Remote Industrial Automation Customer Success & Finance Specialist – Driving Operational Excellence, Customer Success, and Financial Precision for Global Process Automation Leaders at brighthush

About brighthush

brighthush is a trailblazer in industrial automation and energy management, turning complex manufacturing and process challenges into streamlined, data‑driven solutions. From our humble beginnings in 1836 as a small engineering workshop, we have evolved into a global powerhouse that empowers businesses to achieve operational excellence, reduce carbon footprints, and unlock new revenue streams. Our portfolio spans predictive maintenance, real‑time analytics, and AI‑powered process optimization, all delivered through a unified platform that connects field teams, finance, and customer success into a single, high‑velocity ecosystem.

At brighthush, we believe that the future of industry is built on three pillars: innovation, customer focus, and financial stewardship. This philosophy drives every product, every partnership, and every employee. As we expand our Process Automation Field Services organization, we are looking for a Senior Remote Industrial Automation Customer Success & Finance Specialist who can embody these values and help us deliver flawless service, accurate financial oversight, and continuous improvement across our global customer base.

Why This Role Matters

The Senior Customer Success & Finance Specialist is more than a project manager; they are the guardian of our customer relationships, the steward of our financial health, and the catalyst for process innovation. By mastering the end‑to‑end lifecycle of Customer First Agreements (CFAs), you will:

• Guarantee that every customer engagement delivers on time, within budget, and to the highest quality standards.
• Maintain the integrity of our financial data, ensuring accurate forecasting and profitability.
• Drive cross‑functional collaboration, breaking down silos between Field Service, Sales, Finance, and Operations.
• Champion a culture of continuous improvement, leveraging AI, automation, and data analytics to streamline workflows.

Key Responsibilities

Financial Ownership & Forecast Alignment

• Own the financial stewardship of all CFA projects, ensuring alignment with quarterly and annual forecasts.
• Identify, analyze, and mitigate risks, variances, and trends that could impact profitability.
• Prepare detailed financial reports and dashboards that provide real‑time visibility into project performance for senior leadership.

Usage Reporting Accuracy

• Deliver 100% accurate usage reports on an annual, quarterly, and ad‑hoc basis, eliminating discrepancies and ensuring data integrity.
• Collaborate with Field Service and Finance teams to reconcile usage data, resolve discrepancies, and maintain a single source of truth.
• Implement automated reconciliation workflows to reduce manual effort and improve reporting speed.

Flex Fund Management

• Monitor and manage Flex Fund balances (Service, Material, Training), ensuring accounts remain positive and aligned across all records.
• Provide actionable insights to stakeholders on fund utilization and future planning.
• Develop forecasting models to predict future Flex Fund requirements and recommend adjustments.

Stakeholder Communication & Governance

• Prepare and communicate usage and Flex Fund updates to stakeholders, providing clear insights and actionable recommendations.
• Enforce strict adherence to financial controls, governance, and brighthush standards, safeguarding the integrity of our financial processes.
• Lead monthly stakeholder reviews, presenting performance metrics, risk assessments, and improvement plans.

Project Lifecycle Management

• Own the end‑to‑end CFA project lifecycle: planning, release, execution, financial tracking, and timely closure.
• Monitor all CFA deliverables, ensuring required documentation is complete and properly uploaded to the Global Customer Support (GCS) platform.
• Track customer deliverables across Preventive Maintenance, Lifecycle Reports, Roadmap Reports, Cybersecurity, Flex Fund usage, and performance‑based milestones.
• Coordinate with Field Service Managers to ensure on‑site activities align with financial expectations.

Delivery List & Dashboard Maintenance

• Maintain accurate statuses, comments, and color‑coding in the CFA Delivery List to provide real‑time visibility.
• Deliver monthly Field Service Engineer (FSE) dashboards, summarizing key metrics and performance indicators.
• Update dashboards with AI‑generated insights to highlight trends and opportunities for improvement.

Standardization & Process Enforcement

• Ensure consistent use of standard Field Service tools, templates, and processes across all projects.
• Document and communicate any contract changes impacting scope, delivery, or financials to all relevant parties.
• Lead initiatives to refine and standardize processes, reducing cycle times and improving quality.

Order & Renewal Management

• Monitor all CFA‑related orders, including entitlements, Flex Funds, third‑party services, and addendums.
• Partner with Order Entry to resolve missing or incorrect PM Plan notifications, ensuring seamless order processing.
• Support CFA addendums, fund transfers, and scope changes based on Field Service Manager (FSM) approval.
• Meet monthly with Sales and Service Sales to review renewal status, risk, and timing, ensuring proactive renewal management.
• Deliver an accurate Initial Proposal Tool at the 4th month mark prior to expiration, facilitating smooth renewal negotiations.
• Maintain a current CFA Renewal Summary List to track renewal opportunities and status.

Cross‑Functional Coordination & Continuous Improvement

• Act as a single point of coordination across Field Service, Sales, Service Sales, Finance, Proposals, Order Entry, Cybersecurity, and Operations.
• Prepare for and participate in monthly CFA reviews with stakeholders, presenting insights and action plans.
• Update Cyber deliverable comments in the CFA Delivery List based on Cyber team input.
• Serve as a consistent, transparent communicator, ensuring closed‑loop follow‑up on all CFA actions.
• Reinforce and socialize CFA standards, tools, and processes across the Field Services organization.

Essential Qualifications

• Minimum 5 years of experience in service operations, financial coordination, project administration, or a related role.
• Strong analytical, reconciliation, and problem‑solving skills with meticulous attention to detail.
• Excellent verbal and written communication skills, capable of engaging both technical and non‑technical audiences.
• Proven ability to manage multiple priorities and deadlines in a fast‑paced, dynamic environment.
• Proficiency with, or willingness to learn, SAP, GCS (Global Customer Support), bFO (CRM), usage reporting tools, and digital service platforms.
• Comfort adopting AI‑enabled tools and automation workflows to enhance efficiency.
• Demonstrated professionalism with a strong Customer First mindset.

Preferred Qualifications

• Experience in the industrial automation or energy management sector.
• Knowledge of cybersecurity deliverables and compliance frameworks.
• Familiarity with Flex Fund accounting and financial controls.
• Experience leading cross‑functional teams and driving process improvements.
• Advanced proficiency in data visualization tools (e.g., Power BI, Tableau).
• Certification in project management (PMP, PRINCE2) or finance (CFA, CPA).

Skills & Competencies

• Financial Acumen – Ability to interpret financial statements, forecast budgets, and manage cost variances.
• Project Management – Strong organizational skills, with a track record of delivering projects on time and within scope.
• Communication – Clear, concise communication across all levels, with the ability to translate complex data into actionable insights.
• Collaboration – Proven ability to work effectively with cross‑functional teams, fostering a culture of transparency and accountability.
• Technology Savvy – Comfortable navigating enterprise systems, data analytics platforms, and emerging AI tools.
• Customer‑Centricity – A genuine passion for delivering exceptional customer experiences and building lasting relationships.

Career Growth & Learning Opportunities

At brighthush, your professional development is a top priority. As a Senior Customer Success & Finance Specialist, you will:

• Gain exposure to end‑to‑end project lifecycle management across multiple industries.
• Develop expertise in financial controls, usage analytics, and process optimization.
• Participate in continuous improvement initiatives, leveraging AI and automation to drive operational excellence.
• Access learning platforms such as Coursera, Udemy, and internal knowledge hubs to upskill in emerging technologies.
• Advance into senior roles such as CFA Program Manager, Finance Lead, or Field Service Operations Lead.
• Benefit from mentorship programs and leadership training designed to accelerate career progression.

Work Environment & Company Culture

brighthush fosters a culture of innovation, collaboration, and inclusivity. Our remote work model empowers employees to balance professional growth with personal well‑being. Highlights include:

• Flexible work arrangements that support work‑life harmony.
• Inclusive workplace initiatives that celebrate diversity and belonging.
• Regular virtual team events, hackathons, and knowledge‑sharing sessions.
• Transparent communication channels that keep everyone informed and engaged.
• Recognition programs that celebrate individual and team achievements.

Compensation, Perks, and Benefits

While specific compensation details are tailored to experience and market conditions, brighthush offers a comprehensive benefits package that includes:

• Competitive salary aligned with industry standards.
• Health, dental, and vision insurance with member reward points.
• Basic life insurance and disability coverage.
• Benefit Bucks for personal development and wellness.
• Flexible work arrangements and paid family leave.
• Well‑being programs, including mental health resources and fitness stipends.
• 12 paid holidays and 15 days of paid time off per year.
• Performance‑based incentives and recognition.
• Company share ownership opportunities.
• 401(k) plan with company match.
• Global career opportunities and cross‑border projects.
• Access to the brighthush Career Hub for career planning and development.
• Learning platforms such as Coursera, LinkedIn Learning, and internal training modules.
• Volunteer leave and community engagement programs.
• Programs supporting youth education and military leave benefits.

How to Apply

Ready to take the next step in your career and join a team that values innovation, customer focus, and professional growth? Click the link below to submit your application and become part of brighthush's transformative journey.

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Closing

We look forward to welcoming a dedicated, forward‑thinking professional to our remote team. If you thrive in a dynamic environment, love solving complex problems, and are passionate about delivering exceptional customer experiences, brighthush is the place for you. Join us and help shape the future of industrial automation and energy management.