Director, Finance Systems
Bumble Inc.
ERPOracle
Customer Success Manager, FP&A
Datarails
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $85,000 - $100,000 per year
Job Level
JuniorMid-Level
About the role
- Advise finance professionals from middle management through the C-suite, customizing their Datarails platform, and training them on product updates.
- Understand current client situations, helping simplify models and existing data.
- Create a detailed business analysis outlining problems, opportunities and solutions, advising on budgeting and forecasting, planning and monitoring, financial modeling, standard reporting and more.
- Manage, interpret, and validate all data produced by the customer, maintaining 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.
- Engage in upselling and renewal conversations as needed.
Requirements
- 2+ years of experience in customer success, consulting, or similar customer-facing role, 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 and 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.
- Comfortable with upselling and renewal conversations.
- Bachelor's degree or equivalent experience.
- 100% remote based anywhere in the United States or Canada.
- No sponsorship or relocation assistance is available.
Benefits
- A collaborative, team-oriented environment
- The ability to own your own schedule (work your local time zone)
- Parental leave
- Meaningful equity
- US: 401(k) plan with up to 4% match
- Canada: 4% RRSP contributions
- US: Top-of-the-line healthcare (medical, vision, and dental), with 100% paid coverage for employees + generous coverage for dependents
- Canada: Extended healthcare coverage
- Flexible PTO + 12 paid company holidays
- Life insurance
- Base compensation - The target base salary range will be between $85-100k USD per year, based on multiple factors including prior experience, skills, and location.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
advanced Excel functionsformulasVlookupPivot TablePower Queryfinancial modelingbudgetingforecastingdata validationreporting
Soft skills
communication skillsrelationship-building skillscustomer successconsultingproblem-solvingstrategic thinkingcustomer careexpectation managementengagementupselling