Strategic Financial Planning Specialist

4 weeks ago

Toronto, Ontario, Canada Datarails Full time

Datarails empowers finance teams to unlock their full potential by automating data consolidation, reporting, and planning while preserving the flexibility of Excel spreadsheets and financial models.

We integrate seamlessly with popular accounting software, ERPs, and CRMs to consolidate all your data in one place.

By joining our team as a Customer Success Manager, you'll have the opportunity to advise finance professionals from middle-management to C-suite executives on customizing their Datarails platform and providing expert training on product updates.

This is an excellent chance to make a significant impact in a rapidly growing startup where you can grow with us over many years.

The role is 100% remote-based, allowing you to work from anywhere in the United States or Canada. However, we regret that no sponsorship or relocation assistance is available at this time.

Key Responsibilities:
  • Simplify complex client situations by streamlining existing data and models.
  • Create detailed business analyses outlining problems, opportunities, and solutions for our customers through successful advising on budgeting and forecasting, planning and monitoring, financial modeling, standard reporting, and more.
  • Manage, interpret, and validate all customer-generated data while maintaining focus on improving quality of customer care.
  • Provide recommendations for process improvements to optimize current procedures and maximize outcomes.
  • Build long-term strategic relationships with customers, gather requirements, and follow through with necessary financial reporting support.
  • Some travel (10-20%) required.
  • A minimum of 2+ years' experience in customer success, consulting, or similar customer-facing roles, along with a background in finance or accounting.
  • In-depth knowledge and experience with advanced Excel functions (formulas, VLOOKUP, Pivot Tables, Power Query, and complex models).
  • Excellent communication and relationship-building skills are essential for engaging in professional conversations, managing expectations, and guiding customers towards positive outcomes.
  • Comfortability with upselling and renewal conversations.
  • Bachelor's degree or equivalent experience.
What We Offer:
  • A collaborative team-oriented environment with flexible scheduling and ample opportunities for growth.
  • Competitive base compensation - The target base salary range will be between $85,000 and $100,000 per year, based on factors such as prior experience, skills, and location.
  • Prioritized Meaningful Equity and a 401(k) plan with up to 4% company match.
  • Top-of-the-line healthcare coverage (medical, vision, dental), with 100% paid coverage for employees and generous coverage for dependents.
  • An impressive PTO policy and 12 paid company holidays.
  • Life insurance and more.

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