FP&A Implementation Specialist

Come meet Datarails! We're a small (~310 employees globally) FP&A platform designed to streamline and automate data consolidation, reporting, and planning while allowing finance teams to continue using their own Excel spreadsheets and financial models. Datarails integrates with the most popular accounting software, ERPs, and CRMs to build a single source of truth, reduce risk, make informed decisions, and ensure stakeholders have the most reliable data at their fingertips!

As a Customer Success Manager on our implementations team, you will lead product implementation for brand customers! You'll use your corporate finance background, strong Excel knowledge, and soft skills to build relationships with and advise 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 United States or Canada. No sponsorship or relocation assistance is available.

• 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.

• 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 $90-110k USD per year, based on multiple factors including prior experience, skills, and location. We are open to candidates with varying levels of experience.
• 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
• Paternity 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

• 3-5 years of experience in customer success, consulting, or similar customer-facing roles, 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, 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.
• Bachelor's degree or equivalent experience