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FP&A Customer Success Manager - CONNECT

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FP&A Customer Success Manager - CONNECT
DataRails
Canada
À distance
CAD 116 000 - 138 000
Plein temps
Il y a 23 jours

Résumé du poste

A leading financial solutions company in Canada is seeking a Customer Success Manager to lead the implementation of their CONNECT product for clients. This role involves delivering real-time reporting solutions and optimizing finance processes. The ideal candidate has strong experience in finance or FP&A, advanced Excel skills, and the ability to engage with corporate executives. Competitive salary and a flexible work environment are offered.

Prestations

Base salary between $85-100k USD
Parental leave
401(k) and RRSP contributions
Comprehensive healthcare coverage
Flexible PTO
Life insurance

Qualifications

  • 1-3 years of experience in finance or FP&A.
  • Deep understanding of corporate finance work processes.
  • Experience with software implementation.

Responsabilités

  • Deliver impactful, real-time reporting solutions.
  • Optimize current procedures and maximize outcomes.
  • Build long-term strategic relationships with clients.

Connaissances

Experience in finance or FP&A
Advanced Excel functions
Communication with CFOs and Directors
Knowledge of BI tools and ERP systems

Formation

Bachelor's Degree in finance, accounting, or similar

Outils

Excel
Various BI tools
Description du poste
FP&A Customer Success Manager - CONNECT
  • Customer Success
  • Remote - Canada
  • Full-time
Description

Datarails is looking for a passionate, customer-focused Customer Success Manager to lead the implementation and ongoing success of the CONNECT product for our customers. As a CSM, you’ll be the trusted advisor and main point of contact for finance professionals—from mid-level managers to C-suite executives—helping them unlock the full potential of CONNECT. This is a fantastic opportunity to apply your FP&A knowledge in a tech-forward environment, drive high-impact engagements, and join a growing team with lots of room for professional growth.

About The Role
  • Leverage CONNECT to deliver clients impactful, real-time reporting solutions across Excel, ERP, CRM, and HRIS systems. Seamlessly access and integrate data from multiple sources—directly within Excel.
  • Provide recommendations for possible process changes to help optimize current procedures and maximize outcomes.
  • Build long-term strategic relationships with customers, gather requirements, and follow through with necessary financial reporting support.
Requirements
  • 1-3 years of experience in finance or FP&A.
  • A deep understanding of corporate finance work processes, with an emphasis on standard reporting (P&L, cash flows, budgets, and forecasts).
  • Deep knowledge and solid experience in advanced Excel functions (formulas, VLOOKUP, Pivot Table, Power Query, and complex models).
  • The role involves communicating with CFOs, Finance VPs, and Directors from leading US companies, requiring the ability to engage in professional conversations.
  • Experience with various BI tools, ERP systems, and software implementation.
  • Bachelor's Degree or equivalent, preferably in finance, accounting, or a similar field.
What We Offer
  • A collaborative, team-oriented environment, the ability to own your 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 $85-100k 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
  • US: 401(k) plan with up to 4% match
  • Canada: 4% RRSP contributions
  • US: Top-of-the-line healthcare (medical, vision, and dental), with 100% paid coverage for employees + generous coverage for dependents
  • Canada: Extended healthcare coverage
  • 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.

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* Le salaire de référence se base sur les salaires cibles des leaders du marché dans leurs secteurs correspondants. Il vise à servir de guide pour aider les membres Premium à évaluer les postes vacants et contribuer aux négociations salariales. Le salaire de référence n’est pas fourni directement par l’entreprise et peut pourrait être beaucoup plus élevé ou plus bas.

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