About us

Lucanet is the CFO Solution Platform built for modern finance & tax teams, offering an integrated suite of solutions to simplify and automate their most critical finance processes. More than 6,000 companies around the world rely on our easy-to-use, out-of-the-box SaaS platform - from consolidation and financial planning to tax compliance and reporting, ESG reporting, banking and cash management, and more. PE-backed and growing our footprint across global markets.

Behind the platform is a global team of 850+ people who care about doing the work well. We challenge each other to push boundaries, move fast without cutting corners, and build solutions that genuinely change how finance & tax leaders operate. If you're looking for a place where your work has real reach - and where your growth is part of the deal - this is it.

Discover more about Lucanet as an employer.

The role

In this role, you will help create the processes, systems, insights, and cross-functional coordination that enable our Customer Success Managers to do their best work — and support our customers in achieving value with Lucanet.

You will contribute to Customer Success initiatives from idea to execution, help improve how we engage and retain customers through scalable workflows and automation, and provide the analytics and reporting that keep the team informed and aligned.

What you'll do

  • Take end-to-end responsibility for the Lucanet Customer Portal, guiding its strategic development and coordinating cross-functional enhancements as an important customer engagement channel.

  • Further develop and implement our Tech Touch / Digital Customer Success strategy across customer segments, using AI to create more personalized, context-aware experiences at scale.

  • Review and improve the customer journey across segments by identifying friction points, automating key touchpoints, and supporting adoption through targeted workflows.

  • Manage and continuously improve the Customer Success technology stack (including Planhat, Salesforce, and Gong), ensuring strong data quality, effective usage, and clear translation of business needs into user stories.

  • Support Customer Success Managers in using existing tools and workflows effectively, helping to build confidence, consistency, and adoption across the team.

  • Use AI and customer data to identify meaningful signals across the customer base, such as churn risk, growth opportunities, and customer health trends.

  • Turn complex data into clear recommendations, practical next steps, and compelling narratives for stakeholder presentations.

  • Further develop Customer Success KPI reporting, creating scalable reports that are easy to use, easy to interpret, and valuable in day-to-day decision-making.

  • Contribute to our NPS program by analyzing results, preparing insight-led outputs, and supporting effective Close-the-Loop initiatives.

What you bring to the table

  • 5+ years of experience in Customer Success Operations, Revenue Operations, or a similar role in a B2B SaaS environment

  • 3+ years of experience working closely with Customer Success or other customer-facing teams

  • A strong track record of leading and delivering complex, cross-functional projects with a high level of ownership and independence

  • Strong project management skills, with the ability to coordinate multiple initiatives, manage timelines proactively, and keep stakeholders aligned

  • Advanced data and analytical skills, with confidence in turning large or complex datasets into clear, relevant business insights

  • Hands-on experience with Customer Success platforms, ideally Planhat; experience with Salesforce and Gong is a strong plus

  • A good understanding of data flows and integrations, and how to work with them in a practical business setting

  • Practical experience using AI tools and automation to improve workflows or processes in a meaningful way

Perks at work

  • LucaFlex – We acknowledge that every individual has different working styles and preferences. Our flexible working model allows you to plan your working hours and location according to your needs and professional responsibilities.
  • Work from Abroad – Sometimes a change of scenery can boost creativity and productivity, you can work up to 90 workdays outside your home country with the support from our partner Workflex.
  • Sabbatical – Take the time you need for personal pursuits, family time, travel, or any other activities that suit you with our sabbatical options. 
  • Team Spirit – We value teamwork and celebrate our achievements. That’s why we take many opportunities to get together, learn together, and cherish our successes together.
  • Learning & Development – We encourage you to shape your own development with the support of dedicated time, resources, and budget provided by us.
  • LucaNet Engage – Our feedback process is designed to support your personal and professional development in a targeted manner through regular dialogue.
  • LucaNet Do Good– As a company we want to give back and support you in taking the time to do some good, individually or as a team, with paid volunteer time.
  • Health & Wellbeing – Your overall wellbeing is important to us, which is why we offer tailored health and wellbeing programs, including company-wide initiatives, subsidies for sports activities, mental health support, and counseling through our external partners. 
  • Generous leave policy – We encourage you to take time off to relax, travel, and recharge.
  • Compensation & Company Pension Plan – We are committed to equal pay and supporting you for your future by offering a company pension plan and/or pension allowances.
  • Discounts – Enjoy a whole bunch of discounts from our external corporate benefits partner. 
 

Powered by uniqueness

Everybody’s different here and we like it that way. At Lucanet, we embrace the unique qualities of every person. We are dedicated to creating an inclusive workplace where all employees can thrive and feel valued. Regardless of your gender identity, sexual orientation, personal expression, racial identity, ethnicity, religious belief, or disability statuses, you are welcome at Lucanet just as you are. Our recruitment process is solely based on qualifications, merit, and organizational needs, ensuring fairness and equal opportunities for all candidates. 

We recognize that every person brings a unique blend of skills and experiences. If you believe you will excel in this role, we want to hear from you – even if you do not check every box on the list. We only want to know why you are great for this role, so please avoid including your picture, age, and marital status in your CV.

Learn more about our DE&I journey


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Lucanet empowers modern CFOs to lead with ease. Our standardized, ready-to-use, out-of-the-box solutions streamline financial processes and reporting, delivering unmatched speed and accuracy. More...

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