Datarails

FP&A Implementation Specialist

Datarails

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Salary

💰 $90,000 - $110,000 per year

Job Level

Mid-LevelSenior

About the role

  • Come meet Datarails! We're a small (~310 employees globally) FP&A platform designed to streamline and automate data consolidation, reporting, and planning while allowing finance teams to continue using their own Excel spreadsheets and financial models.
  • Datarails integrates with the most popular accounting software, ERPs, and CRMs to build a single source of truth, reduce risk, make informed decisions, and ensure stakeholders have the most reliable data at their fingertips!
  • As a Customer Success Manager on our implementations team, you will lead product implementation for brand customers!
  • You'll use your corporate finance background, strong Excel knowledge, and soft skills to build relationships with and advise professionals from middle management through the C-suite, customizing their Datarails platform, and training them on product updates.
  • If you're looking for a fantastic opportunity to join a growing startup in a role with massive impact, we would love to meet you!
  • This position is 100% remote-based anywhere in the United States or Canada.
  • No sponsorship or relocation assistance is available.
  • What You'll Do
  • Understand current client situations, helping simplify models and existing data, as well as implementing processes and client data within company's environment
  • Create a detailed business analysis, outlining problems, opportunities and solutions for our customers by successful 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

  • 3-5 years of experience in customer success, consulting, or similar customer-facing roles, 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, 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.
  • Bachelor's degree or equivalent experience