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Customer Success Manager for FP&A Implementation
2 months ago
Datarails is a leading platform in financial planning and analysis that streamlines data consolidation, reporting, and planning while allowing finance teams to maintain their preferred Excel spreadsheets and financial models.
Our solution integrates seamlessly with popular accounting software, ERPs, and CRMs, ensuring comprehensive data consolidation. This empowers finance professionals to mitigate risks, make informed decisions, and provide stakeholders with reliable data at their fingertips. Transform your Excel into an efficient FP&A tool.
Role Overview:
As a Customer Success Manager specializing in implementation, you will oversee the onboarding process for clients and offer continuous support throughout their journey with us.
Your responsibilities will include advising finance professionals at various levels, from middle management to C-suite executives, tailoring their Datarails experience, and providing training on product enhancements.
If you are seeking a rewarding opportunity to contribute significantly within a growing startup, we encourage you to consider this role.
Key Responsibilities:
- Assess current client situations, simplifying existing models and data while implementing processes within the company’s framework.
- Conduct thorough business analyses to identify challenges, opportunities, and solutions, focusing on budgeting, forecasting, financial modeling, and standard reporting.
- Oversee, interpret, and validate all customer-generated data, prioritizing the enhancement of customer care quality.
- Propose potential process improvements to optimize current practices and maximize outcomes.
- Establish and nurture long-term strategic relationships with clients, gathering requirements and ensuring effective financial reporting support.
Qualifications:
1-2+ years of experience in customer success, consulting, or a similar client-facing role, complemented by a background in finance or accounting.
Proficient in advanced Excel functionalities (formulas, Vlookup, Pivot Tables, Power Query, and complex models).
Exceptional communication and relationship-building skills are essential, as this role involves engaging with CFOs, VPs, Directors of Finance, and other key stakeholders from leading organizations.
A Bachelor’s degree or equivalent experience is required.
What We Offer:
A collaborative and team-oriented environment, flexibility in scheduling (working within your local time zone), and opportunities for long-term growth at Datarails.
Compensation includes a target base salary range of $85,000 to $95,000 per year, influenced by various factors such as experience, skills, and location.
We provide meaningful equity, a 401(k) plan with up to a 4% match, comprehensive healthcare coverage (medical, vision, and dental), flexible PTO, life insurance, and more.
Datarails is committed to fostering a diverse and inclusive workplace, providing equal employment opportunities to all individuals regardless of race, color, religion, national origin, gender, age, sexual orientation, disability, genetic information, or other non-job-related characteristics.
This policy encompasses all aspects of employment, including recruitment, hiring, placement, promotion, termination, and training.
