FP&A Customer Success Manager

United Statesmid

Customer Success ManagerCustomer

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Quick Summary

Key Responsibilities

Budgeting and forecasting, planning and monitoring, financial modeling, standard reporting and more. Manage, interpret, and validate all data that is produced by the customer,

Technical Tools

Customer Success ManagerCustomer

Come meet Datarails! We're a small (~350 employees globally) FP&A platform designed to streamline and automate data consolidation, reporting, and planning while allowing finance teams to continue using their own Excel spreadsheets and financial models. Datarails integrates with the most popular accounting software, ERPs, and CRMs to build a single source of truth, reduce risk, make informed decisions, and ensure stakeholders have the most reliable data at their fingertips!

As a Customer Success Manager, you will be advising finance professionals from middle management through the C-suite, customizing their Datarails platform, and training them on product updates.

If you're looking for a fantastic opportunity to join a growing startup in a role with massive impact, we would love to meet you!

This position is 100% remote-based anywhere in the United States. No sponsorship or relocation assistance is available.

Responsibilities

~1 min read

→Understand current client situations, helping simplify models and existing data.
→Create a detailed business analysis, outlining problems, opportunities and solutions for our customers by successful advising on: Budgeting and forecasting, planning and monitoring, financial modeling, standard reporting and more.
→Manage, interpret, and validate all data that is produced by the customer, maintaining the focus on improving the quality of customer care.
→Provide recommendations for possible process changes to help optimize current procedures in support of maximizing outcomes.
→Build long term strategic relationships with customers, gather requirements, and follow through with necessary financial reporting support.

Requirements

~1 min read

2+ years of experience in customer success, consulting, or similar customer-facing role, and a finance or accounting background.
Deep knowledge and solid experience in advanced Excel functions (formulas, Vlookup, Pivot Table, Power Query and complex models)
Strong communication and relationship-building skills - this role involves creating and managing business relationships with CFOs, VPs and Directors of Finance, and other customers from leading US companies, requiring the ability to engage in professional conversations, manage expectations, and guide customers to a positive outcome.
Comfortable with upselling and renewal conversations.
Bachelor's degree or equivalent experience.

What We Offer

~2 min read

✓A collaborative, team-oriented environment, the ability to own your own schedule (work your local time zone), and the opportunity to grow at Datarails over many years

✓Base compensation - The target base salary range will be between $90-115k USD per year, based on multiple factors including prior experience, skills, and location. We are open to candidates with varying levels of experience.

✓Parental leave

✓Meaningful equity

✓401(k) plan with up to 4% match

✓Top-of-the-line healthcare (medical, vision, and dental), with 100% paid coverage for employees + generous coverage for dependents

✓Flexible PTO + 12 paid company holidays

✓Life insurance

✓And more!