FP&A Customer Success Manager

Related keywords: remote job accountingremote job financecustomer success manager remote job

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Job Overview

The position being offered is for a FP&A Customer Success Manager at Datarails, a provider of financial planning and analysis software. This role is 100% remote, allowing candidates from anywhere in the United States or Canada to apply. The focus of this position includes advising finance professionals and customizing the Datarails platform according to their needs. Candidates should be prepared to engage with clients across various levels of management, including middle management and C-suite executives.

Company Overview

Datarails is known for automating data consolidation, reporting, and planning, enabling finance teams to operate seamlessly within their existing Excel frameworks. Their products are designed to integrate with major accounting software, ERPs, and CRMs, thereby creating a comprehensive solution for financial data management.

Position Details

As a Customer Success Manager, the main responsibilities include understanding client needs, advising on budgeting and forecasting, and managing all customer-related financial data. This position is an excellent opportunity for individuals looking to make a significant impact within a growing startup environment.

Key Responsibilities

• Understand client situations to simplify their financial models and improve existing data flows.
• Conduct detailed business analyses to outline problems, identify opportunities, and propose effective solutions.
• Manage and validate customer-produced data to ensure high-quality customer care.
• Build long-term strategic relationships with clients by gathering requirements and providing necessary financial reporting support.
• Engage in crucial conversations related to upselling and renewals, emphasizing the necessity for strong communication skills.

Job Requirements

Candidates should possess the following qualifications:

• A minimum of 2 years of experience in customer success, consulting, or a similar customer-facing role, particularly with a finance or accounting background.
• Deep knowledge and practical experience with advanced Excel functions such as formulas, VLOOKUP, Pivot Tables, Power Query, and complex financial models.
• Strong communication and interpersonal skills to interact effectively with senior finance professionals (CFOs, VPs, and Directors).
• Comfort with discussions surrounding upselling and renewals, alongside managing customer expectations effectively.
• A Bachelor's degree or equivalent work experience is preferred.

Salary and Benefits

The salary range for this position is targeted between $85,000 - $100,000 per year. This range may vary based on individual factors such as prior experience, specific skills, and geographic location. Datarails offers a robust compensation and benefits package, which includes:

• A collaborative environment focusing on teamwork.
• Flexible scheduling based on local time zones.
• Meaningful employee equity options.
• For U.S. employees, a 401(k) plan with up to 4% matching.
• In Canada, contributions include a 4% RRSP.
• Comprehensive healthcare coverage, which includes medical, vision, and dental with 100% paid for employees, along with generous family coverage.
• Flexible Paid Time Off (PTO) alongside 12 paid company holidays.
• Life insurance and more additional benefits to support employee well-being.

Company Culture

Datarails prides itself on cultivating an inclusive and diverse workplace. The organization is committed to providing equal employment opportunities and compliance with all applicable nondiscrimination and equal opportunity laws. The company actively seeks to build a workforce free from discrimination based on race, color, religion, national origin, gender, age, sexual orientation, physical or mental disability, and other non-job-related characteristics.

Conclusion

This FP&A Customer Success Manager role at Datarails is an excellent opportunity for candidates with a background in finance, excellent Excel skills, and a passion for customer success. With a competitive salary package and the possibility for growth within a fast-paced startup, candidates who seek to join a dynamic team should apply without hesitation.

This job offer was originally published on himalayas.app