FP&A Customer Success Manager

15 hours ago

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Datarails

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201 - 500

Description

• Advise finance professionals on customizing their Datarails platform and training on product updates. • Understand client situations, helping simplify models and existing data. • Create a detailed business analysis, outlining problems, opportunities and solutions for customers. • Manage, interpret, and validate all data produced by the customer. • Provide recommendations for possible process changes to help optimize current procedures. • Build long term strategic relationships with customers and follow through with necessary financial reporting support. • 10-20% travel required.

Requirements

• 2+ years of experience in customer success, consulting, or similar customer-facing role • Finance or accounting background • Deep knowledge and solid experience in advanced Excel functions (formulas, Vlookup, Pivot Table, Power Query and complex models) • Strong communication and relationship-building skills • Comfortability with upselling and renewal conversations • Bachelor's degree or equivalent experience

Benefits

• Meaningful equity and a 401(k) plan with up to 4% match • Top-of-the-line healthcare (medical, vision, and dental), with 100% paid coverage for employees + generous coverage for dependents • Great PTO policy + 12 paid company holidays • Life insurance • And more!