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Download your Free Finance Org Chart

This Organizational Chart template outlines the structure of a typical Finance Organization, including Accounts Payable, Payroll, Budget and Forecasting and more.

This organization chart template includes definitions, example KPIs and common job titles.

Individual Contributor Job Titles: Auditor, Financial Analyst, Finance Manager, Comptroller, Treasurer, Payroll, Risk Management, Credit Analyst, Budget Analyst, Billing Specialist, Data Analyst, Forecast Analyst.

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The structure of your Customer Success team will be shaped by your organization's size, solution complexity, and go-to-market strategy.

However, here’s a practical guide that will walk you through the basics of a good Customer Success Org Chart, as a bonus the guide contains:

  • Customer Journey Touchpoints
  • Customer Lifecycle Management
  • Customer Success Financial Metrics

Individual Contributor Job Titles: Business Advisor, Customer Success, Operations Manager, Implementation Manager, CSM, Sales, Key Account Manager, Customer Experience, Customer Support, Technical Support, Client Relationship Manager, Account Representative, Product Support.

Org Chart - Finance