Datarails
FP&A platform
FP&ACustomerSuccessManager
“FP&A Customer Success Manager at Datarails. Skills: Customer Success, Finance, Excel. advising finance professionals from middle management through the C-suite. customizing their Datarails platform”
What You'll Achieve.
improving the quality of customer care; maximizing outcomes
Industry & Context.
Create a detailed business analysis, outlining problems, opportunities and solutions for our customers
No sponsorship or relocation assistance is available.
What They're Looking For.
Must Have
2+ years of experience in customer success, consulting, or similar customer-facing role, finance or accounting background, advanced Excel functions (formulas, Vlookup, Pivot Table, Power Query and complex models), communication and relationship-building skills, ability to engage in professional conversations, manage expectations, and guide customers to a positive outcome, comfortable with upselling and renewal conversations
What You'll Do.
advising finance professionals from middle management through the C-suite
customizing their Datarails platform
training them on product updates
Understand current client situations
helping simplify models and existing data
Create a detailed business analysis
opportunities and solutions for our customers
and validate all data that is produced by the customer
Provide recommendations for possible process changes to help optimize current procedures
Build long term strategic relationships with customers
follow through with necessary financial reporting support
How You'll Work.
Team & Collaboration
collaborative, team-oriented environment
Communication Scope
communication and relationship-building skills; ability to engage in professional conversations; manage expectations; guide customers to a positive outcome
Applying for this FP&A Customer Success Manager role?
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- Create a Greenhouse profile before applying — it saves time across multiple applications.
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- Answer all knockout questions carefully — wrong answers auto-reject before a human sees you.
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ANONYMOUS · UNFILTERED
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