FP&A Implementation Specialist

Datarails•New York, NY

49d•$90,000 - $110,000•Remote

About The Position

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.

Requirements

3-5 years of experience in customer success, consulting, or similar customer-facing roles, OR 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

Responsibilities

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.

Benefits

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