Customer Success Manager for FP&A Implementation

1 week ago

Little Ferry, New Jersey, United States Datarails Full time

Datarails is a leading platform in financial planning and analysis, designed to streamline data consolidation, reporting, and planning processes. Our solution empowers finance teams to utilize their existing Excel spreadsheets and financial models seamlessly.

With integrations across major accounting software, ERPs, and CRMs, we ensure that all your data is consolidated effectively. Our platform helps reduce risks, facilitate informed decision-making, and guarantees that stakeholders have access to the most reliable data available. Transform your Excel into a powerful FP&A tool.

Role Overview:
As a Customer Success Manager specializing in product implementation, you will oversee the onboarding process for clients and provide ongoing support throughout their journey with us.

Your responsibilities will include advising finance professionals ranging from middle management to C-suite executives, tailoring their Datarails experience, and delivering training on product enhancements.

If you are seeking a remarkable opportunity to contribute to a dynamic startup with significant impact, we would be excited to connect with you.

Key Responsibilities:

  • Assess current client scenarios, simplifying models and existing data while implementing processes and client data within our system.
  • Conduct comprehensive business analyses to identify challenges, opportunities, and solutions for our clients, focusing on budgeting, forecasting, planning, financial modeling, and standard reporting.
  • Oversee, interpret, and validate all customer-generated data, prioritizing the enhancement of customer care quality.
  • Provide insights for potential process improvements to optimize current practices and maximize outcomes.
  • Establish long-term strategic relationships with clients, gather requirements, and ensure 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 knowledge and experience in advanced Excel functionalities (formulas, Vlookup, Pivot Table, Power Query, and complex models) are essential.

Exceptional communication and relationship-building skills are crucial, as this role involves managing business relationships with CFOs, VPs, Directors of Finance, and other professionals from leading companies.

A Bachelor's degree or equivalent experience is required.

What We Offer:
A collaborative and team-oriented work environment, the flexibility to manage your own schedule (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 employees and applicants without discrimination based on race, color, religion, national origin, gender, age, sexual orientation, disability, genetic information, or any other non-job-related characteristics.

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

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