FP&A Customer Success Manager
Datarails
ERP
FP&A Content and Solutions Specialist
Datarails
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇨🇦 Canada
Visit company websiteSalary
💰 $110,000 - $130,000 per year
Job Level
Mid-LevelSenior
About the role
- Assist in curating, version-controlling, and maintaining the standardized FP&A template library
- Customize templates in Datarails using platform-specific formulas and integrations
- Archive or deprecate underutilized templates based on usage analytics and team feedback
- Support Solutions Consulting in preparing templates for deep dive calls with prospects
- Ensure template continuity from pre-sales to implementation to enable smoother client handoff
- Assist in scoping and delivering custom template requests from Solutions Consulting and Customer Success teams
- Host bi-monthly "template office hours" to demo new templates, share tips, and gather feedback
- Maintain clear documentation for templates, including purpose, customization instructions, and dependencies
- Collaborate with Product on roadmap changes that could impact template structure or functionality
- Monitor template usage data to identify adoption trends and recommend improvements
Requirements
- 5+ years of experience in FP&A, financial analysis, business systems, or data/reporting analyst roles
- Understanding of financial reporting, budgeting, and forecasting concepts
- Strong willingness to learn Datarails and apply platform-specific formulas and integrations
- Passion for building financial reports and models in Excel
- Comfortable working cross-functionally with both technical and non-technical stakeholders
- Detail-oriented with good organizational skills and the ability to manage multiple requests at once
- Proficient in Excel/Google Sheets; experience with BI or FP&A tools is a plus
- Nice to Have: Exposure to SaaS environments, particularly in Solutions Consulting or Implementation teams
- Nice to Have: Familiarity with building or maintaining content libraries or templates
- Nice to Have: Understanding of change management and adoption best practices
Benefits
- Base compensation - The target base salary range will be between $110-130k USD per year
- 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 the 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 analysisfinancial reportingbudgetingforecastingExcelGoogle SheetsDatarailsdata analyticstemplate customizationusage analytics
Soft skills
detail-orientedorganizational skillscross-functional collaborationcommunicationwillingness to learnfeedback gatheringdocumentationtime managementproblem-solvingadaptability
