Datarails is seeking a skilled FP&A Customer Success Manager to join the team. As a Customer Success Manager, you’ll play a crucial role in advising finance professionals, customizing the Datarails platform, and training them on product updates.
Job Type
- Full-time
Location
- Remote, UK
Role of the Job
The FP&A Customer Success Manager will be responsible for understanding current client situations, creating detailed business analyses, and providing recommendations for process changes to optimize current procedures.
Main Responsibilities
- Understand current 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 customers, maintaining 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.
Qualification Needed
- Bachelor’s degree or equivalent experience.
- 2+ years of experience in customer success, consulting, or a similar customer-facing role, with a finance or accounting background.
- Deep knowledge and solid experience in advanced Excel functions, such as formulas, Vlookup, Pivot Table, Power Query, and complex models.
- Strong communication and relationship-building skills, with the ability to engage in professional conversations and manage expectations.
FAQs
What benefits does this role offer?
Competitive compensation, ongoing recognition, and opportunities for learning and development.
Is previous experience in customer success required?
2+ years of experience in customer success, consulting, or a similar customer-facing role is required.
What kind of support will I receive?
Support and guidance from the leadership team to ensure success in the role.
Can I work in a team environment?
Yes, collaboration with other team members and internal stakeholders.
What kind of projects will I be working on?
Client analysis, business analysis, and process optimization.
Are there opportunities for career advancement?
Opportunities for growth and development within the company.
What is the company culture like?
Supportive, agile, and creative work environment with brilliant colleagues.
How does the company approach employee well-being?
Prioritizes employee satisfaction and offers opportunities for growth and development.
What are the working hours?
Flexible scheduling with core hours for collaboration and communication.
Is there a team I will be working with?
Yes, collaboration with other customer success team members and internal stakeholders.
What kind of skills do I need to have?
Strong analytical and problem-solving skills, with expertise in advanced Excel functions and financial modeling.
Will I receive any training or support?
Yes, training and support from the leadership team to ensure success in the role.
How do I stay organized and manage multiple projects?
Utilize tools and strategies to prioritize tasks and manage time effectively.
What kind of software will I be using?
Various software and tools specific to the role, including Datarails platform and Excel.
Salary Package
Competitive compensation based on experience and qualifications.
Benefits include ongoing recognition, private medical and dental insurance, pension scheme, and opportunities for learning and development.
Required Documents
- CV
- Resume
APPLY HERE
About Datarails
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 popular accounting software, ERPs, and CRMs, allowing for seamless data consolidation and analysis.
The platform helps finance teams reduce risk, make informed decisions, and ensure stakeholders have access to the most reliable data.
Datarails fosters a diverse and inclusive workplace, providing equal employment opportunities to all employees and applicants.