FP&A Customer Success Manager
Datarails
FP&A Customer Success Manager
Datarails
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇬🇧 United Kingdom
Visit company websiteJob Level
JuniorMid-Level
About the role
- Understand current client situations, helping simplify models and existing data.
- Create a detailed business analysis, outlining problems, opportunities and solutions for our customers by successful advising on: Budgeting and forecasting, planning and monitoring, financial modeling, standard reporting and more.
- Manage, interpret, and validate all data that is produced by the customer, maintaining the 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.
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)
- Bachelor's degree or equivalent experience.
- 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.
Benefits
- Private medical and dental insurance through BUPA
- Pension scheme with salary sacrifice OR net pay options with 3% employer pension contribution
- 20 days of PTO + 8 paid company holidays + 7 days of company-provided sick leave
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
business analysisbudgetingforecastingfinancial modelingstandard reportingadvanced Excel functionsformulasVlookupPivot TablePower Query
Soft skills
communication skillsrelationship-building skillscustomer successconsultingmanaging expectationsguiding customersupsellingrenewal conversations
Certifications
Bachelor's degree
