FP&A Integration Specialist

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!

We are a leading FP&A SaaS company with over $100 million in funding, and have been awarded #1 most promising global startup by Globes and 65+ leading VCs, as well as best paying & mid-sized companies to work for in NYC by Built-In.

This is a 100% remote, full-time (~40 hours/week) position open to candidates in the Eastern time zone. No sponsorship or relocation assistance is available.

What you will do:

• Work as part of our customer success team to deliver data integrations into our product
• Lead the data integration parts of the solution, with many customers/technologies
• Work closely with R&D on new integrations and improvements of existing integrations
• Support and assist the product support team on integration-related issues

Qualifications:

• 2–4 years supporting ERP/CRM or financial integrations, or in B2B SaaS/iPaaS support/solutions
• Track record resolving complex sync/config issues in ERPs like NetSuite, Sage Intacct, Salesforce, QuickBooks (Online/Desktop), or Xero
• 1–3+ years of middleware experience with tools like Workato, TIBCO Scribe, MuleSoft or similar platforms
• Ability to turn customer insights into product improvements. Spot patterns, advocate fixes, and drive change
• Strong decision-making skills under uncertainty, with a knack for looking outside the box for solutions
• Clear, confident communicator. Easily able to explain technical behavior to any audience
• Experience using support tools ( Zendesk, Postman, JIRA, Salesforce , etc.) and collaborating with Product, Sales, and Engineering
• Basic knowledge of APIs , file formats (CSV, JSON), and accounting integrations
• Curious, adaptable, and customer-focused mindset
• Willing to lead customer calls and influence cross-functional action
• Exposure to SFTP, SQL, and interpreting JSON/API payloads

Nice to Haves

• Workato Expertise/Certifications
• Hands-on Zendesk experience (macros, triggers, custom objects)
• Scripting skills (Python, JavaScript) for handling large data sets
• Familiarity with ODBC SQL servers, query writing, or DB user setup
• Background in FinTech, accounting, or HR software
• Experience delivering technical training or enablement

What we offer:

• Target salary range of 100-125k. Final offer amounts are determined by multiple factors, including prior experience, value add, and location, and may vary from the amount above.
• Meaningful equity
• US: 401(k) plan with up to 4% match and HSA & FSA Options
• Canada: RRSP with up to 4% match
• US: 100% paid medical, dental, and vision coverage for employees and 100% paid medical and 80% paid dental and vision coverage for dependents
• US: $540/year toward glasses, sunglasses, or contact lenses from XP Health for employees enrolled in any Guardian Vision plan
• Canada: Extended health, vision, and dental through Manulife (Manulife Gold plan) and virtual healthcare from Dialogue via Manulife.
• Calm app membership
• Parental leave
• Flexible, unlimited sick time and PTO (we recommend 18-25 vacation days annually)
• 12 paid company holidays
• Life insurance
• CPA/CFA license renewal reimbursement

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.

REQUIREMENTS