FP&A Customer Success Manager

Datarails is a global, AI-powered FinanceOS company helping finance teams transform the way they work. As a Customer Success Manager, you will be advising finance professionals, customizing their Datarails platform, and training them on product updates.

Responsibilities:

• 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)
• 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
• Bachelor's degree or equivalent experience