Come meet Datarails! Were a small (175employees globally) FP&A platform designed to streamlineand automate data consolidation reporting and planning whileallowing finance teams to continue using their own Excelspreadsheets and financial models.
Datarails integrates with themost popular accounting software ERPs and CRMs to build a singlesource of truth reduce risk make informed decisions and ensurestakeholders have the most reliable data at theirfingertips!
As a Customer Success Manager on ourimplementations team you will lead product implementation for brandcustomers! Youll use your corporate finance background strong Excelknowledge and soft skills to build relationships with and adviseprofessionals from middle management through the Csuite customizingtheir Datarails platform and training them on productupdates.
If youre looking for a fantasticopportunity to join a growing startup in a role with massive impactwe would love to meetyou!
Thisposition is 100% remote based anywhere in the United States orCanada. No sponsorship or relocation assistance is available.
Travel up to 20% may berequired.
What YoullDo :
- Understand current clientsituations helping simplify models and existing data as well asimplementing processes and client data within companysenvironment
- Create a detailed business analysisoutlining problems opportunities and solutions for our customers bysuccessful advising on : Budgeting and forecasting planning andmonitoring financial modeling standard reporting andmore
- Manage interpret and validate all datathat is produced by the customer maintaining the focus on improvingthe quality of customer care
- Providerecommendations for possible process changes to help optimizecurrent procedures in support of maximizingoutcomes
- Build long term strategicrelationships with customers gather requirements and follow throughwith necessary financial reportingsupport.
- 1020% travelrequired
Requirements :
- 35 years ofexperience in customer success consulting or similar customerfacingrole and a finance or accountingbackground
- Deep knowledge and solid experiencein advanced excel functions (formulas Vlookup Pivot Table PowerQuery and complex models)
- Strong communicationand relationshipbuilding skills this role involves creating andmanaging business relationships with CFOs VPs and Directors ofFinance and other customers from leading US companies requiring theability to engage in professional conversations manage expectationsand guide customers to a positiveoutcome.
- Bachelors degree or equivalentexperience
Whatwe offer :
- Acollaborative teamoriented environment the ability to own your ownschedule (work your local time zone) and the opportunity to grow atDatarails over many years
- Base compensationTarget base salary range will be between 90100k USD per year basedon multiple factors including prior experience skills and location.
We are open to candidates with varying levels ofexperience.
- Meaningfulequity
- US : 401(k) plan with up to 4%match
- Canada : 4% RRSPcontributions
- US : Topoftheline healthcare(medical vision and dental) with 100% paid coverage for employeesgenerous coverage for dependents
- Canada : Extended healthcare coverage
- Flexible PTO 12paid company holidays
- Lifeinsurance
- Andmore!
Wewant to make sure everyone has an equal chance to participate andmake a difference. DataRails is an equal opportunity employer andprioritizes building a diverse and inclusive workplace.
We provideequal employment opportunities to all employees and applicants ofany type and do not discriminate based on race color religionnational origin gender age sexual orientation physical or mentaldisability genetic information or characteristic gender identityand expression veteran status or other nonjob relatedcharacteristics or other prohibited grounds specified in applicablefederal state and local laws.
DataRails policy is to comply withall applicable laws related to nondiscrimination and equalopportunity and will not tolerate discrimination or harassmentbased on any of these characteristics.
This policy applies to allterms and conditions of employment including recruiting hiringplacement promotion termination layoff recall transfer leaves ofabsence compensation and training.
Remote Work : Employment Type :
Employment Type : Fulltime
Fulltime