Financial Customer Success Manager

Datarails is the financial planning and analysis platform that automates data consolidation, reporting and planning, while enabling finance teams to continue using their own Excel spreadsheets and financial models. Datarails integrates with the most popular accounting software, ERPs and CRMs so all your data can be consolidated. Reduce risk, make informed decisions, and ensure stakeholders have the most reliable data at their fingertips. Transform your Excel into a lean, mean, FP&A machine.

The Financial Account Manager will own customer success by leading product implementation for customers and provide support throughout the client lifecycle. Advise finance professionals that range from middle-management to high-level executives, in both small and large US firms. If you are looking for a fantastic opportunity to join a small team with lots of room for growth and impact, we would love to meet you!

• Understand current client situations, helping simplify models and existing data, as well as implementing processes and client data within company's environment
• 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

• The salary range for this role is $80k-90k/year. Final offer amounts are determined by multiple factors including prior experience, value add, and may vary from the amount above. Compensation package also includes meaningful equity and a 401(k) plan with 4% matching
• Top-of-the-line healthcare (medical, vision, and dental), with 100% paid coverage for you and your dependents
• Unlimited paid time off.

We want to make sure everyone has an equal chance to participate and make a difference. DataRails is an equal opportunity employer and prioritizes building a diverse and inclusive workplace. We provide equal employment opportunities to all employees and applicants of any type and do not discriminate based on race, color, religion, national origin, gender, age, sexual orientation, physical or mental disability, genetic information or characteristic, gender identity and expression, veteran status, or other non-job related characteristics or other prohibited grounds specified in applicable federal, state, and local laws. DataRails policy is to comply with all applicable laws related to nondiscrimination and equal opportunity and will not tolerate discrimination or harassment based on any of these characteristics. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Requirements :

• 2+ years of experience in finance, FP&A, or business analytics
• A deep understanding of corporate finance work processes, with emphasis on standard reporting (P&L, cashflows, budgets, and forecasts)
• Deep knowledge and solid experience in advanced excel functions (formulas, Vlookup, Pivot Table, Power Query and complex models)
• The role involves communicating with CFOs, Finance VPs, and Directors from leading US companies, requiring the ability to engage in professional conversations
• Previous experience in FP&A, finance tools, software implementation, ERP systems, or finance consulting
• Significant financial modeling skills; knowing how to treat excel data and automate processes
• Bachelor's Degree or equivalent, preferably in finance, accounting, or similar

Remote Work :

Yes

Employment Type :

Full-time