Customer Success Representative Jobs in San Diego, CA
Customer Success Representative jobs in San Diego are concentrated in the Sorrento Valley, Kearny Mesa, and downtown Gaslamp Quarter corridors, driven by demand from SaaS companies, biotech, and defense tech firms. Employers actively hiring right now include Intuit, CARET, and Spectrum. See the openings below and apply to the ones that match your experience.
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Overview
The Senior Financial Analyst plays a critical role in aligning strategic investments with business leaders, evaluating the financial impact of operational decisions, and building rigorous financial models that drive better decision-making across a large, complex, and fast-changing organization. This role is a strong fit for someone who wants to build broad FP&A muscle and strategic judgment.
Responsibilities
Strategic & Financial Planning
- Partner with business and finance leaders on short and long-term strategic and financial plans, surfacing investment and efficiency opportunities
- Build financial models to evaluate business performance, unit economics, ROI, and scenario outcomes
- Translate ambiguous business questions into structured analyses and clear recommendations
FP&A Excellence
- Drive mid-month and month-end financial review across teams, identifying and quantifying key variance drivers
- Own headcount planning, including baseline, forecast, variance to plan and translating strategy into headcount and cost implications
- Improve planning and reporting rigor through automation and AI-enabled tools
Business Partnership & Impact
Serve as a trusted advisor to business partners, balancing financial discipline with business agility to drive delivery of results- Translate complex financial data into clear, actionable insights and executive-level recommendations to enable timely business decisions
- Support leadership presentations and communication with key stakeholders across finance, operations, and product teams
Qualifications
4+ years of professional experience in consulting, investment banking, corporate finance, or data science in tech company- Proficiency in Excel/Google Sheets; experiences in Python or SQL preferred
- A proactive self-starter who thrives in fast-paced, ambiguous environments. Collaborative team player with a growth mindset and intellectual curiosity
- Strong problem-solving skills combined with bias to action, with demonstrated ability to translate data into strategic insights and business results
- Excellent communication and presentation skills with experience conveying insights to senior audiences
Bachelor degree in business or finance area required; advanced degree or certification such as MBA, CPA, or CFA preferred
Intuit provides a competitive compensation package with a strong pay for performance rewards approach. This position may be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.
Mountain View $127,000 - $172,000
San Diego, CA $120,000- $162,500
Overview
The Senior Financial Analyst plays a critical role in aligning strategic investments with business leaders, evaluating the financial impact of operational decisions, and building rigorous financial models that drive better decision-making across a large, complex, and fast-changing organization. This role is a strong fit for someone who wants to build broad FP&A muscle and strategic judgment.
Responsibilities
Strategic & Financial Planning
- Partner with business and finance leaders on short and long-term strategic and financial plans, surfacing investment and efficiency opportunities
- Build financial models to evaluate business performance, unit economics, ROI, and scenario outcomes
- Translate ambiguous business questions into structured analyses and clear recommendations
FP&A Excellence
- Drive mid-month and month-end financial review across teams, identifying and quantifying key variance drivers
- Own headcount planning, including baseline, forecast, variance to plan and translating strategy into headcount and cost implications
- Improve planning and reporting rigor through automation and AI-enabled tools
Business Partnership & Impact
Serve as a trusted advisor to business partners, balancing financial discipline with business agility to drive delivery of results- Translate complex financial data into clear, actionable insights and executive-level recommendations to enable timely business decisions
- Support leadership presentations and communication with key stakeholders across finance, operations, and product teams
Qualifications
4+ years of professional experience in consulting, investment banking, corporate finance, or data science in tech company- Proficiency in Excel/Google Sheets; experiences in Python or SQL preferred
- A proactive self-starter who thrives in fast-paced, ambiguous environments. Collaborative team player with a growth mindset and intellectual curiosity
- Strong problem-solving skills combined with bias to action, with demonstrated ability to translate data into strategic insights and business results
- Excellent communication and presentation skills with experience conveying insights to senior audiences
Bachelor degree in business or finance area required; advanced degree or certification such as MBA, CPA, or CFA preferred
Intuit provides a competitive compensation package with a strong pay for performance rewards approach. This position may be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.
Mountain View $127,000 - $172,000
San Diego, CA $120,000- $162,500
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Find JobsCustomer Success Representative Job Market in San Diego
Who's Hiring
- Intuit123
- CARET41
- Spectrum41
- Shield AI21
- ServiceNow21
Top Industries Hiring
- Technology & Software
Customer Success Representative Jobs in San Diego: Frequently Asked Questions
How do I get a customer success representative job in San Diego?
San Diego's strongest hiring comes from SaaS platforms, cybersecurity firms, and life sciences companies clustered in Sorrento Valley and Torrey Pines. Candidates who stand out have hands-on experience with CRM tools and can demonstrate measurable retention or upsell results. Familiarity with the defense tech and biotech sectors common to San Diego gives applicants a real edge over generalist candidates from other markets.
Which companies hire customer success representatives in San Diego?
San Diego customer success representative roles are posted by Intuit, CARET, and Spectrum and others right now, based on current listings on Migrate Mate as of September 2026. San Diego's mix of venture-backed SaaS startups and established enterprise software companies in Kearny Mesa and Sorrento Valley keeps this role in consistent demand year-round.
Are there remote customer success representative jobs in San Diego?
Yes, customer success representative work is well-suited to remote and hybrid arrangements because most of the role involves digital communication, software platforms, and video calls rather than on-site activity. About 100% of customer success representative openings tied to San Diego are remote or hybrid as of September 2026, reflecting broader trends in the local tech sector. Account management and onboarding functions are most frequently offered with flexible location arrangements by San Diego employers.
How can I get a customer success representative job in San Diego with little or no experience?
The most realistic entry path in San Diego is through a support or onboarding specialist role at one of the many SaaS startups in Sorrento Valley or Kearny Mesa, where companies regularly promote from within. San Diego's growing cybersecurity and health tech sectors also hire associate-level CSRs who show strong communication skills and CRM familiarity. Volunteering for client-facing responsibilities in any current role, even outside tech, helps build the portfolio local employers want.
Which industries hire the most customer success representatives in San Diego?
Most customer success representative openings in San Diego sit in Technology & Software, per current listings on Migrate Mate as of September 2026. San Diego's concentration of venture-funded SaaS companies, defense technology contractors, and life sciences firms creates sustained demand for customer success professionals who can manage complex, long-cycle client relationships.
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See All 267+ Customer Success Representative Jobs in San Diego
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