FP&A Customer Success Manager

DataRails; United Kingdom; Remote; GBP 80,000 - 100,000; Full time

Job summary

A financial planning and analysis platform is seeking a Customer Success Manager to provide tailored support to finance professionals. This role offers 100% remote work across the UK and involves building relationships with clients, utilizing advanced Excel skills, and optimizing client operations. Ideal candidates have strong communication skills and a background in finance. Competitive compensation and comprehensive benefits are included.

Benefits

Competitive compensation

Private medical and dental insurance

Pension scheme with employer contribution

20 days of PTO + company holidays

Qualifications

• 2+ years in customer success or consulting with a finance background.
• Deep knowledge in advanced Excel functions including formulas and Pivot Tables.
• Strong communication skills for managing relationships with customers in finance.

Responsibilities

• Understand client needs and simplify existing data.
• Conduct business analysis outlining problems and solutions.
• Manage and validate customer production data.
• Provide recommendations for optimizing procedures.
• Build long-term strategic relationships with customers.

Skills

Customer success experience

Advanced Excel functions

Strong communication skills

Relationship-building

Upselling

Education

Bachelor's degree or equivalent experience

Job description

FP&A Customer Success Manager

Description

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, 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 UK. No sponsorship or relocation assistance is available.

What You'll Do

• Understand current client situations, helping simplify models and existing data.
• Create a detailed business analysis, outlining problems, opportunities and solutions for our customers by successful advising on: Budgeting and forecasting, planning and monitoring, financial modeling, standard reporting and more.
• Manage, interpret, and validate all data that is produced by the customer, maintaining the 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.

Requirements

• 2+ years of experience in customer success, consulting, or 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.

What We Offer

• 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!
• Private medical and dental insurance through BUPA
• Pension scheme with salary sacrifice OR net pay options with 3% employer pension contribution
• 20 days of PTO + 8 paid company holidays + 7 days of company-provided sick leave

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. 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.