Datarails

FP&A Customer Success Manager

Datarails

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

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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
  • Act as trusted advisor and main point of contact for finance professionals (mid-level to C-suite)
  • Leverage CONNECT to deliver impactful, real-time reporting solutions across Excel, ERP, CRM, and HRIS
  • Seamlessly access and integrate data from multiple sources directly within Excel
  • Provide recommendations for process changes to optimize procedures and maximize outcomes
  • Build long-term strategic relationships, gather requirements, and provide financial reporting support
  • Drive high-impact engagements and apply FP&A knowledge in a tech-forward environment

Requirements

  • 1-3 years of experience in finance or FP&A
  • Deep understanding of corporate finance work processes, with 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
  • Experience with various BI tools, ERP systems, and software implementation
  • Bachelor's Degree or equivalent, preferably in finance, accounting, or a similar field
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 and 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
  • Paternity 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
  • A collaborative, team-oriented environment and ability to own your schedule (work your local time zone)
  • Opportunity to grow at Datarails over many years

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial reportingExcelERPCRMHRISadvanced Excel functionsformulasVLOOKUPPivot TablePower Query
Soft skills
trusted advisorrelationship buildingcommunicationengagementrecommendationprocess optimization
Certifications
Bachelor's Degree in financeBachelor's Degree in accounting
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