Customer Success Manager, FP&A
Datarails
Job Level
JuniorMid-Level
About the role
- Own and manage a book of business across various verticals
- Develop account growth strategies, including multi-threading key stakeholders
- Identify and close upsell and cross-sell opportunities to drive expansion revenue
- Partner with Customer Success to ensure high product adoption and satisfaction
- Conduct Quarterly Business Reviews (QBRs) to reinforce value and surface new opportunities
- Forecast expansion pipeline accurately and manage deal progression in Salesforce
- Collaborate with Solutions Consultants, Product, and Marketing to bring feedback from the field and close deals
- Maintain a deep understanding of the Datarails FP&A platform and finance use cases
Requirements
- 2–4 years of experience in Account Management, Customer Success, or Sales in a SaaS environment
- Proven track record of driving account growth and achieving expansion quotas
- Proficient in Salesforce and common SaaS sales tools (e.g., Gong, Outreach, ZoomInfo)
- Exceptional communication, relationship-building, and presentation skills
- Highly organized with strong attention to detail and pipeline hygiene
- Strong understanding of the finance function — experience selling to CFOs, FP&A teams, or Controllers is a plus
- Must be 100% remote-based in the UK; no sponsorship or relocation assistance available
