FPA Customer Success Manager - CONNECT
FPA Customer Success Manager - CONNECT
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1 Vacancy
Job Description
Datarails is looking for a passionate customer-focused Customer Success Manager to lead the implementation and ongoing success of the CONNECT product for our customers. As a CSM you ll be the trusted advisor and main point of contact for finance professionals from mid-level managers to C-suite executives helping them unlock the full potential of CONNECT. This is a fantastic opportunity to apply your FP&A knowledge in a tech-forward environment drive high-impact engagements and join a growing team with lots of room for professional growth.
About The Role:
- Leverage CONNECT to deliver clients 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 possible process changes to help optimize current procedures and maximize outcomes.
- Build long-term strategic relationships with customers gather requirements and follow through with necessary financial reporting support.
What We Offer:
- A collaborative team-oriented environment the ability to own your schedule (work your local time zone) and the opportunity to grow at Datarails over many years
- 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. We are open to candidates with varying levels of experience.
- 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
- And more!
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 :
- 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).
- The role involves communicating with CFOs Finance VPs and Directors from leading US companies requiring the ability to engage in professional conversations.
- Experience with various BI tools ERP systems and software implementation.
- Bachelors Degree or equivalent preferably in finance accounting or a similar field.
Remote Work :
Yes
Employment Type :
Full-time
Employment Type
Full-time
