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
  • Serve as the trusted advisor and main point of contact for finance professionals (mid-level managers to C-suite)
  • Leverage CONNECT to deliver 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 process changes to optimize procedures and maximize outcomes
  • Build long-term strategic relationships with customers, gather requirements, and follow through with 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
  • 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 communicate professionally 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
  • A collaborative, team-oriented environment
  • The ability to own your schedule (work your local time zone)
  • Opportunity to grow at Datarails over many years
  • 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
  • US: 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

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 reportingbudgetingforecastingdata integrationprocess optimization
Soft skills
communicationrelationship buildingadvisorycustomer engagementrequirement gatheringstrategic thinkingproblem solvingcollaborationprofessionalismleadership
Certifications
Bachelor's Degree in financeBachelor's Degree in accountingequivalent degree
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