Customer Success Manager - CONNECT

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, helping them unlock the full potential of CONNECT. 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.

About The Role Leverage CONNECT to deliver clients impactful, real-time reporting solutions across Excel, ERP, CRM, and HRIS systems. Seamlessly access and integrate data from multiple sources—directly within Excel. Understand current client situations, helping simplify models and existing data. Create a detailed business analysis, outlining problems, opportunities and solutions for our customers by successfully 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 You'll Do None Requirements 2+ years of experience in customer success, consulting, or a 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 Need None What We Offer 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 $85-100k 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.

EEO Statement None