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Customer Success Manager

location Poland,Romania working time Full-time remote Remote

About the job

Want to shape the future of finance by applying your knowledge of FP&A in a client-driven role? The FP&A Customer Success Manager will own customer success by leading product implementation for customers and providing support throughout the client lifecycle. Advise finance professionals that range from middle-management to high-level executives, in both small and large US firms. If you are looking for a fantastic opportunity to join a small team with lots of room for growth and impact, we would love to meet you!


  • Understand current client situations, helping simplify models and existing data, as well as implementing processes and client data within the Datarails environment
  • 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


  • 4+ years of experience in finance, FP&A, or business analytics
  • A deep understanding of corporate finance work processes, with emphasis on standard reporting (P&L, cashflows, budgets, and forecasts)
  • Deep knowledge and solid experience in advanced excel functions (formulas, Vlookup, Pivot Table, Power Query and complex models)
  • The role involves communicating with CFOs, Finance VPs, and Directors from leading US companies, requiring the ability to engage in professional conversations
  • Previous experience in FP&A, finance tools, software implementation, ERP systems, or finance consulting
  • Significant financial modeling skills; knowing how to treat excel data and automate processes
  • Bachelor’s Degree or equivalent, preferably in finance, accounting, or similar

What we can offer

• Additional 20 days of paid leave
• Remote work and flexible working hours
• Professional and career benefits
• Top-quality work environment
• Online courses
• Online sports activities
• Team Buildings and Christmas Parties

If you are looking for stability, professional growth, long-term career, and technology challenges in the sought-after companies – come and join us today! One last thing, if you have a lot of these skills, but not all of them, please still apply. We love to teach those who are willing to learn.

19 hours ago