FP&A Customer Success Manager

About Datarails

Datarails is the financial planning and analysis platform that automates data consolidation, reporting, and planning. It lets finance teams keep using their own Excel spreadsheets and financial models. Datarails connects with the most popular accounting software, ERPs, and CRMs so all your data can be brought together. This helps reduce risk, make informed choices, and make sure stakeholders have the most reliable data ready to use. Transform your Excel into a strong FP&A tool.

As a Customer Success Manager, you will advise finance professionals from middle management through the C-suite, customize their Datarails platform, and train them on product updates.

If you are looking for a great chance to join a growing startup in a role with a huge effect, we would like to meet you.

This position is 100% remote, based anywhere in the UK. No sponsorship or relocation help is available.

Responsibilities

• Understand current client situations, helping to simplify models and existing data.
• Create a detailed business analysis, showing problems, chances, and solutions for our customers by successfully advising on budgeting and forecasting, planning and monitoring, financial modeling, standard reporting, and more.
• Manage, read, and check all data produced by the customer, keeping the focus on making the quality of customer care better.
• Give suggestions for possible process changes to help make current procedures more effective to support getting the best results.
• Build long-term strategic relationships with customers, gather needs, and follow through with the necessary financial reporting support.

Requirements

• 2+ years of experience in customer success, consulting, or a similar customer-facing role, and a background in finance or accounting.
• Deep knowledge and solid experience in advanced Excel functions, including formulas, Vlookup, Pivot Tables, 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 top US companies, requiring the ability to have professional talks, manage expectations, and guide customers to a good result.
• Comfortable with upselling and renewal discussions.
• Bachelor's degree or equivalent experience.

Benefits

• Competitive pay, ongoing recognition, and, most importantly, a chance to learn, contribute, and develop your skills.
• A supportive, agile, and creative work setting with brilliant colleagues.
• Private medical and dental insurance through BUPA.
• Pension scheme with salary sacrifice or net pay options with 3% employer pension contribution.
• 20 days of Paid Time Off plus 8 paid company holidays plus 7 days of company-provided sick leave.

Datarails is an equal-opportunity employer and prioritizes building a diverse and inclusive workplace. We provide equal job opportunities to all employees and applicants of any type and do not discriminate based on race, color, religion, national origin, gender, age, sexual orientation, physical or mental disability, genetic information or characteristic, gender identity and expression, veteran status, or other non-job related characteristics or other prohibited grounds specified in applicable federal, state, and local laws. Datarails’ policy is to follow all applicable laws related to non-discrimination and equal opportunity and will not allow discrimination or harassment based on any of these traits. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, ending employment, layoff, recall, transfer, leaves of absence, pay, and training.