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Datarails is the financial planning and analysis platform that automates data consolidation, reporting, and planning while enabling finance teams to continue using their own Excel spreadsheets and financial models. Datarails integrates with the most popular accounting software, ERPs and CRMs so all your data can be consolidated. Reduce risk, make informed decisions, and ensure stakeholders have the most reliable data at their fingertips. Transform your Excel into a lean, mean, FP&A machine!
As a Customer Success Manager, you will be advising finance professionals from middle management through the C-suite, helping them unlock the full potential of CONNECT.
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.
- 2+ years of experience in customer success, consulting, or a 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.
