Come meet Datarails! We're a small (~310 employees globally) FP&A platform designed to streamline and automate data consolidation, reporting, and planning while allowing finance teams to continue using their own Excel spreadsheets and financial models. Datarails integrates with the most popular accounting software, ERPs, and CRMs to build a single source of truth, reduce risk, make informed decisions, and ensure stakeholders have the most reliable data at their fingertips!
As a Customer Success Manager on our implementations team, you will lead product implementation for brand customers! You'll use your corporate finance background, strong Excel knowledge, and soft skills to build relationships with and advise 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 or Canada. No sponsorship or relocation assistance is available.
- 3-5 years of experience in customer success, consulting, or similar customer-facing roles, 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, 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.
- Bachelor's degree or equivalent experience
Top Skills
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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