FP&A Technical Account Manager

Posted Yesterday
Be an Early Applicant
Hiring Remotely in UK
Remote or Hybrid
Junior
Cloud • Fintech • Software • Database • Analytics
Datarails is a financial planning and analysis platform for Excel users.
The Role
Serve as a technical expert for Datarails, partner with existing customers to implement add-on products, drive adoption, advise on financial reporting best practices, collaborate cross-functionally to influence roadmap, and develop internal playbooks to improve customer outcomes.
Summary Generated by Built In

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 FP&A Technical Account Manager at Datarails, you'll sit on the Customer Expansion team and work directly with our existing customer base to implement add-on modules and drive adoption of new products. You’ll serve as the technical expert on our full suite of offerings and partner closely with teams across product, marketing, and operations to shape go-to-market strategies and improve customer outcomes. This role is ideal for someone who is analytical, customer-focused, and comfortable wearing both a technical and strategic hat.

This position is 100% remote position open to candidates in the United Kingdom. No sponsorship or relocation assistance is available.

What You'll Do

  • Partner with existing customers to design and implement additional products
  • Act as the technical expert on our product suite, helping customers unlock new value from their Datarails investment
  • Advise customers on best practices for financial processes and reporting within the Datarails ecosystem
  • Collaborate cross-functionally with Product, Marketing, and Operations to support strategic initiatives and influence roadmap development
  • Maintain strong relationships with key customer stakeholders, including Controllers, Directors of Finance, and CFOs
  • Develop and iterate on internal playbooks, resources, and processes for add-on product engagements.

What You'll Bring

  • 1–3 years of experience in software implementation, consulting, or similar customer-facing roles, finance or accounting background preferred
  • Advanced Excel proficiency (formulas, VLOOKUP, PivotTables, Power Query, 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

What We Offer

  • Private medical and dental insurance through BUPA
  • Great PTO policy, parental leave, and company holidays
  • Competitive compensation, ongoing recognition, and, most importantly, a chance to learn, contribute, and develop your skills.
  • A supportive, agile, and creative work environment with brilliant colleagues!
  • Autonomy over your schedule and ownership of your work


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

  • 1-3 years of experience in software implementation, consulting, or similar customer-facing roles
  • Finance or accounting background
  • Advanced Excel proficiency including formulas, VLOOKUP, PivotTables, Power Query and building complex models
  • Strong communication and relationship-building skills with senior finance stakeholders (CFOs, Controllers, VPs, Directors of Finance)
  • Bachelor's degree or equivalent experience
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The Company
HQ: Tel Aviv-Yafo, NY
225 Employees
Year Founded: 2015

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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