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Customer Success Manager for FP&A Implementation

2 months ago

Little Ferry, New Jersey, United States Datarails Full time

Datarails is at the forefront of financial planning and analysis, offering a platform that streamlines data consolidation, reporting, and planning, while allowing finance teams to leverage their existing Excel spreadsheets and financial models.

Our solution seamlessly integrates with leading accounting software, ERPs, and CRMs, ensuring comprehensive data consolidation. This empowers finance professionals to mitigate risks, make informed decisions, and provide stakeholders with the most accurate data available. Transform your Excel capabilities into a powerful FP&A tool.

Role Overview: As a Customer Success Manager specializing in implementation, you will oversee the onboarding process for clients and deliver ongoing 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 within a dynamic startup that offers significant impact, we encourage you to consider this role.

Key Responsibilities:

  • Assess current client scenarios, 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 areas such as budgeting, forecasting, financial modeling, and standard reporting.
  • Oversee, interpret, and validate all customer-generated data, prioritizing the enhancement of customer care quality.
  • Provide strategic recommendations for process improvements to optimize current practices and maximize outcomes.
  • Develop long-term relationships with clients, gather requirements, and ensure robust financial reporting support.

Qualifications:

  • 1-2+ years of experience in customer success, consulting, or a related customer-facing role, with a background in finance or accounting.
  • Proficient in advanced Excel functionalities, including formulas, Vlookup, Pivot Tables, Power Query, and complex modeling.
  • Exceptional communication and relationship management skills, capable of engaging with CFOs, VPs, Directors of Finance, and other key stakeholders.
  • Bachelor's degree or equivalent experience.

What We Offer:

  • A collaborative and team-oriented work environment.
  • Flexibility to manage your own schedule within your local time zone.
  • Opportunities for professional growth within Datarails.
  • Competitive base salary ranging from $85,000 to $95,000, influenced by experience, skills, and location.
  • Equity options and a 401(k) plan with up to 4% matching.
  • Comprehensive healthcare coverage (medical, vision, and dental) with full coverage for employees and generous options for dependents.
  • Flexible paid time off.
  • Life insurance and additional benefits.

Datarails is committed to fostering a diverse and inclusive workplace, providing equal employment opportunities to all employees and applicants without discrimination based on race, color, religion, national origin, gender, age, sexual orientation, disability, genetic information, veteran status, or any other non-job-related characteristics.

This policy encompasses all employment terms and conditions, including recruitment, hiring, placement, promotion, termination, and training.