Description
Come build the future of finance with Datarails. We're a global, AI-powered FinanceOS company helping finance teams transform the way they work. By combining intelligent automation, AI, and seamless integrations with the tools finance teams already know and trust, we empower organizations to make faster, smarter decisions with confidence. With approximately 350 employees worldwide, we're building the next generation of finance technology - where innovation, collaboration, and customer success go hand in hand.
As a Customer Success Manager, you will be advising finance professionals from middle management through the C-suite, customizing their Datarails platform, and training them on product updates.
If you're looking for a fantastic opportunity to join a growing startup in a role with massive impact, we would love to meet you!
This position is 100% remote-based anywhere in the United States. No sponsorship or relocation assistance is available.
What You’ll Do
- Understand current client situations, helping simplify models and existing data.
- Create a detailed business analysis, outlining problems, opportunities and solutions for our customers by successful advising on: Budgeting and forecasting, planning and monitoring, financial modeling, standard reporting and more.
- Manage, interpret, and validate all data that is produced by the customer, maintaining the focus on improving the quality of customer care.
- Provide recommendations for possible process changes to help optimize current procedures in support of maximizing outcomes.
- Build long term strategic relationships with customers, gather requirements, and follow through with necessary financial reporting support.
Requirements
- 2+ years of experience in customer success, consulting, or similar customer-facing role, and a 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 - this role involves creating and managing business relationships with CFOs, VPs and Directors of Finance, and other customers from leading US companies, requiring the ability to engage in professional conversations, manage expectations, and guide customers to a positive outcome.
- Comfortable with upselling and renewal conversations.
- Bachelor's degree or equivalent experience.
What We Offer
- A collaborative, team-oriented environment, the ability to own your own schedule (work your local time zone), and the opportunity to grow at Datarails over many years
- Base compensation - The target base salary range will be between $90-115k USD per year, based on multiple factors including prior experience, skills, and location. We are open to candidates with varying levels of experience.
- Parental leave
- Meaningful equity
- 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
- Flexible PTO + 12 paid company holidays
- Life insurance
- And more!
We want to make sure everyone has an equal chance to participate and make a difference. Datarails is an equal opportunity employer and prioritizes building a diverse and inclusive workplace. We provide equal employment 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 comply with all applicable laws related to nondiscrimination and equal opportunity and will not tolerate discrimination or harassment based on any of these characteristics. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Skills Required
- 2+ years of experience in customer success, consulting, or similar customer-facing role with a finance or accounting background.
- Deep knowledge and solid experience with advanced Excel functions (formulas, VLOOKUP, Pivot Tables, Power Query, complex models).
- Strong communication and relationship-building skills to engage with CFOs, VPs, and Directors of Finance.
- Comfortable conducting upselling and renewal conversations.
- Bachelor's degree or equivalent experience.
Datarails Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Datarails and has not been reviewed or approved by Datarails.
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Fair & Transparent Compensation — Compensation is widely characterized as competitive and well‑regarded, contributing to strong satisfaction with total pay. Feedback suggests pay levels are seen as market‑appropriate and a core strength of the employment offer.
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Healthcare Strength — Benefits descriptions indicate employer‑paid medical, dental, and vision for employees, with company contributions for dependents. Feedback suggests health coverage is a standout element of the package.
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Leave & Time Off Breadth — Time‑off policies are described as flexible, including unlimited PTO with guidance on expected usage and paid company holidays. Feedback suggests employees also reference ample vacation allowances and the ability to carry time forward in some cases.
Datarails Insights
What We Do
Datarails has created a solution that tackles one of the biggest challenges in financial departments: the overflowing amount of data that, up until now, was managed by tons of Excel sheets. All those financial reports, forecasts, expenses, analytics? Datarails takes all this data and integrates it into a one, simple, smart report. Datarails consolidates all cross-organizational data and enables finance professionals to follow it, manage it, and derive insights from analysis. Instead of spending time on manual consolidation, Datarails automates the consolidation process and the creation of financial reports. It’s cloud-based, so nothing gets lost, it’s brilliant, so almost every feature can be added.
Why Work With Us
We're on a mission to transform finance. Datarails is committed to a positive, diverse, and inclusive culture by hiring for potential, focused on the inclusion of people who have different ways of thinking, different viewpoints, different backgrounds, and different skill sets. We value a transparent and open culture that positively impacts our team
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