FP&A Customer Success Manager

November 12

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Datarails

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SaaS • Finance • Artificial Intelligence

Datarails is a financial planning and analysis platform tailored for Excel users. It offers a software solution that automates data consolidation, financial reporting, and budgeting while allowing finance teams to maintain their own Excel spreadsheets and financial models. The platform integrates with popular accounting, ERP, and CRM systems to consolidate data in one place. Using AI, Datarails provides advanced tools such as scenario modeling and data visualization, enabling users to make informed business decisions quickly. It's designed to save time on repetitive tasks so finance professionals can focus on strategic insights.

201 - 500 employees

☁️ SaaS

💸 Finance

🤖 Artificial Intelligence

📋 Description

• Leverage CONNECT to deliver clients impactful, real-time reporting solutions across Excel, ERP, CRM, and HRIS systems. • Seamlessly access and integrate data from multiple sources—directly within Excel. • Understand current client situations, helping simplify models and existing data. • Create a detailed business analysis, outlining problems, opportunities and solutions for our customers by successfully 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

• 2+ years of experience in customer success, consulting, or a 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.

🏖️ Benefits

• US: 401(k) plan with up to 4% match and HSA & FSA Options • Canada: RRSP with up to 4% match • US: 100% paid medical, dental, and vision coverage for employees and 100% paid medical and 80% paid dental and vision coverage for dependents • US: $540/year toward glasses, sunglasses, or contact lenses from XP Health for employees enrolled in any Guardian Vision plan • Canada: Extended health, vision, and dental through Manulife (Manulife Gold plan) and virtual healthcare from Dialogue via Manulife. • Calm app membership • Paternity leave • Flexible, unlimited sick time and PTO (we recommend 18-25 vacation days annually) • 12 paid company holidays • Life insurance • CPA/CFA license renewal reimbursement