Datarails | Customer Success Manager

On behalf of Datarails SD Solutions is looking for a talented Customer Success Manager.

As a Customer Success Manager on our implementations team you will lead product implementation for brand customers! Youll use your corporate finance background strong Excel knowledge and soft skills to build relationships with and advise professionals from middle management through the C-suite customizing their companys platform and training them on product updates

SD Solutions is a staffing company operating globally. Contact us to get more details about the benefits we offer.

Responsibilities:

• Understand current client situations helping simplify models and existing data as well as implementing processes and client data within the companys environment.
• Create a detailed business analysis outlining problems opportunities and solutions for our customers by successfully advising on: Budgeting and forecasting planning and monitoring financial modelling standard reporting and more.
  
• Manage interpret and validate all data that is produced by the customer maintaining a 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 via Zoom meetings on a weekly basis.

Requirements:

• 2 years of experience in finance or FP&A with deep knowledge of corporate finance processes.
• Deep knowledge and solid experience in advanced Excel functions (formulas Vlookup Pivot Table Power Query and complex models).
• Excellent command of written and spoken English is essential.
• Strong communication and relationship-building skills - this role involves creating and managing business relationships with CFOs VPs 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.
• Bachelors degree or equivalent experience.
• Must be available to work U.S. hours.

About the company:

Datarails is a financial planning and analysis platform that automates financial reporting and planning while enabling finance teams to continue using Excels familiar spreadsheets and financial models. NDA Fintech SaaS applications run thousands of custom data pipelines daily and serve thousands of organizations worldwide.

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