Investing in visionary founders, transformational technology and emergent ecosystems for a new world.

Innovation Endeavors
Innovation Endeavors

Remote FP&A Customer Success Manager



Customer Service, Sales & Business Development
Posted on Thursday, April 4, 2024

Remote FP&A Customer Success Manager

  • Customer Success
  • Europe
  • Full-time


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!

About The Role

Want to shape the future of finance by applying your knowledge of FP&A to provide an automated solution? The FP&A Customer Success Manager will own customer success by leading product implementation for customers and providing support throughout the client lifecycle. Support finance professionals ranging from middle-management to high-level executives in both small and large US firms. If you are looking for a fantastic opportunity to join a team with lots of room for growth and impact, we would love to meet you!

What You'll Do

  • Understand current client situations, helping simplify models and existing data, as well as implementing processes and client data within company's environment
  • 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

What We Offer

  • A supportive, agile, and creative work environment with brilliant colleagues!
  • Competitive compensation, ongoing recognition, and, most importantly, a chance to learn, contribute, and develop your skills.
  • Opportunity to join a successful industry, a growing organization, and an unmatched leadership team passionate about their employees!
  • Most of all, we offer you fun, enthusiasm, support, and never a dull moment!


  • 2+ years of experience in finance or FP&A.
  • Native English language proficiency.
  • 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.
  • Significant financial modeling skills; knowing how to handle Excel data and automate processes.
  • Bachelor's Degree or equivalent, preferably in finance, accounting, or a similar field.
  • Native English level - a must
  • Working US hours