FP&A Customer Success Manager

Datarails
United States
Workplace: RemoteFull timeUSD 90,000 - 115,000 annuallyFunction: Customer Success & Account ManagementExperience: 2+ yearsEducation: bachelorsSkills: ["Communication","Relationship-building","Stakeholder management","Expectation management","Upselling","Renewal management"]

Advise finance professionals from middle management through the C-suite by customizing and training them on the Datarails FinanceOS platform. Lead business analysis across budgeting and forecasting, financial modeling, planning and monitoring, and standard reporting. Validate and improve customer data quality, recommend process changes, and build long-term strategic relationships that drive renewals and ongoing financial reporting support.

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FursaFursa
Datarails
Datarails
2 months ago

FP&A Customer Success Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 15 hours agoStatus: Live

Job Summary

Advise finance professionals from middle management through the C-suite by customizing and training them on the Datarails FinanceOS platform. Lead business analysis across budgeting and forecasting, financial modeling, planning and monitoring, and standard reporting. Validate and improve customer data quality, recommend process changes, and build long-term strategic relationships that drive renewals and ongoing financial reporting support.
Location: United States
Workplace: Remote
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Understand client situations and help simplify models and existing data.
  • •Create business analyses outlining problems, opportunities, and solutions across budgeting and forecasting, planning and monitoring, financial modeling, and standard reporting.
  • •Manage, interpret, and validate customer-produced data while improving customer care quality.
  • •Recommend process changes to optimize procedures and maximize outcomes.
  • •Build long-term strategic customer relationships, gather requirements, and provide ongoing financial reporting support.

Pay and Benefits

Salary: USD 90,000 - 115,000 annually
Equity and Bonus:Equity
Perks:Parental LeaveEquity401kHealth InsuranceVisionDentalPaid LeaveLife Insurance

Key Requirements

  • •2+ years of experience in customer success, consulting, or a similar customer-facing role, with a finance or accounting background.
  • •Advanced Excel skills, including formulas, VLOOKUP, Pivot Table, Power Query, and complex models.
  • •Strong communication and relationship-building skills with CFOs, VPs, Directors of Finance, and other stakeholders.
  • •Comfortable with upselling and renewal conversations.
  • •Bachelor's degree or equivalent experience.
Experience:2+ yearsFinanceAccountingCustomer successConsultingFinancial services
Education:Bachelor's
Skills:CommunicationRelationship-buildingStakeholder managementExpectation managementUpsellingRenewal management
Languages:English
Tech Stack:ExcelVLOOKUPPivot TablePower QueryFinancial modelingBudgeting and forecastingData validation

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Datarails
Provides an FP&A platform that automates budgeting, forecasting, reporting, and financial planning for finance teams. It connects data from spreadsheets and business systems to help organizations analyze performance and make faster decisions.
Industry: SaaS
Company Size: Medium (51 to 250 employees)
Growth: Scaleup
Headquarters: New York, United States
Founded: 2015
WebsiteLinkedIn