FP&A Customer Success Manager
Datarails
ERP
Salary
💰 $85,000 - $100,000 per year
Job Level
Junior
Tech Stack
ERP
About the role
- Lead the implementation and ongoing success of the CONNECT product for customers
- Be the trusted advisor and main point of contact for finance professionals—from mid-level managers to C-suite executives—helping them unlock the full potential of CONNECT
- 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
- Provide recommendations for possible process changes to help optimize current procedures and maximize outcomes
- Build long-term strategic relationships with customers, gather requirements, and follow through with necessary financial reporting support
- Drive high-impact engagements and collaborate within a growing team
Requirements
- 1-3 years of experience in finance or FP&A
- A deep understanding of corporate finance work processes, with an emphasis on standard reporting (P&L, cash flows, budgets, and forecasts)
- Deep knowledge and solid experience in advanced Excel functions (formulas, VLOOKUP, Pivot Table, Power Query, and complex models)
- Ability to engage in professional conversations with CFOs, Finance VPs, and Directors from leading US companies
- Experience with various BI tools, ERP systems, and software implementation
- Bachelor's Degree or equivalent, preferably in finance, accounting, or a similar field
