FP&A Customer Success Manager

Datarails is looking for a passionate, customer-focused Customer Success Manager to lead the implementation and ongoing success of our 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.

What You'll Do

• Leverage our product 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.

Requirements

• 1-3 years of experience in finance or FP&A.
• Native English language proficiency.
• 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.
• Bachelor's Degree or equivalent, preferably in finance, accounting, or a similar field.