Datarails

Customer Success Manager, FP&A

Datarails

full-time

Posted on:

Location: 🇬🇧 United Kingdom

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Job Level

JuniorMid-Level

About the role

  • Advise finance professionals from middle management through the C-suite on FP&A best practices
  • Customize customers' Datarails platform and train them on product updates
  • Understand client situations and simplify models and existing data
  • Create detailed business analysis outlining problems, opportunities, and solutions (budgeting, forecasting, planning, financial modeling, reporting)
  • Manage, interpret, and validate customer-produced data, focusing on improving quality of customer care
  • Provide recommendations for process changes to optimize procedures and maximize outcomes
  • Build long-term strategic relationships, gather requirements, and provide financial reporting support
  • Participate in upselling and renewal conversations as part of customer success

Requirements

  • 2+ years of experience in customer success, consulting, or similar customer-facing role
  • 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; ability to engage with CFOs, VPs and Directors of Finance
  • Comfortable with upselling and renewal conversations
  • Bachelor's degree or equivalent experience
  • Must be based in the UK (100% remote-based anywhere in the UK)
  • No sponsorship or relocation assistance available
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