FP&A Customer Success Manager
Datarails
ERP
FP&A Integration Specialist
Datarails
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇨🇦 Canada
Visit company websiteSalary
💰 CA$100,000 - CA$125,000 per year
Job Level
JuniorMid-Level
Tech Stack
ERPJavaScriptPythonSQL
About the role
- Work as part of our customer success team to deliver data integrations into our product
- Lead the data integration parts of the solution, with many customers/technologies
- Work closely with R&D on new integrations and improvements of existing integrations
- Support and assist the product support team on integration-related issues
- Lead customer calls and influence cross-functional action; collaborate with Product, Sales, and Engineering on integration issues
Requirements
- 2–4 years supporting ERP/CRM or financial integrations, or in B2B SaaS/iPaaS support/solutions
- Track record resolving complex sync/config issues in ERPs like NetSuite, Sage Intacct, Salesforce, QuickBooks (Online/Desktop), or Xero
- 1–3+ years of middleware experience with tools like Workato, TIBCO Scribe, MuleSoft or similar platforms
- Ability to turn customer insights into product improvements. Spot patterns, advocate fixes, and drive change
- Strong decision-making skills under uncertainty
- Clear, confident communicator. Easily able to explain technical behavior to any audience
- Experience using support tools (Zendesk, Postman, JIRA, Salesforce, etc.) and collaborating with Product, Sales, and Engineering
- Basic knowledge of APIs, file formats (CSV, JSON), and accounting integrations
- Curious, adaptable, and customer-focused mindset
- Willing to lead customer calls and influence cross-functional action
- Exposure to SFTP, SQL, and interpreting JSON/API payloads
- Workato Expertise/Certifications (nice to have)
- Hands-on Zendesk experience (macros, triggers, custom objects) (nice to have)
- Scripting skills (Python, JavaScript) for handling large data sets (nice to have)
- Familiarity with ODBC SQL servers, query writing, or DB user setup (nice to have)
- Background in FinTech, accounting, or HR software (nice to have)
- Experience delivering technical training or enablement (nice to have)
- Open to candidates in the Eastern time zone
- No sponsorship or relocation assistance is available
Benefits
- Meaningful equity
- 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; 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
- Parental 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
- 100% remote work
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data integrationERP integrationCRM integrationmiddlewareAPIsfile formatsscriptingSQLJSONsync/config issues
Soft skills
decision-makingcommunicationcustomer-focusedadaptabilitycuriosityinfluencingcollaborationproblem-solvingadvocacyleadership
Certifications
Workato Expertise
