FP&A Customer Success Manager
Location: Remote, UK
Type: Full-time
About Datarails
Datarails is a financial planning and analysis (FP&A) platform that automates data consolidation, reporting, and planning — all while letting finance teams continue using Excel spreadsheets and models. By integrating with leading accounting software, ERPs, and CRMs, Datarails ensures finance teams have accurate, consolidated data to make smarter decisions.
Overview
As a Customer Success Manager, you will advise finance professionals, customize their platform, and train them on product updates. This role is 100% remote within the UK (no sponsorship or relocation).
What You’ll Do
- Understand client situations and simplify financial models and data.
- Provide business analysis and advise on budgeting, forecasting, planning, modeling, and reporting.
- Manage, interpret, and validate customer data to improve quality and outcomes.
- Recommend process improvements to optimize financial workflows.
- Build long-term relationships with CFOs, VPs, and Directors of Finance.
Requirements
- 2+ years’ experience in customer success, consulting, or similar client-facing role plus a finance/accounting background.
- Strong knowledge of advanced Excel (formulas, VLOOKUP, Pivot Tables, Power Query, complex models).
- Excellent communication and relationship-building skills.
- Comfortable with upselling and renewals.
- Bachelor’s degree (or equivalent experience).
What We Offer
- Competitive compensation with recognition and growth opportunities.
- Private medical & dental insurance (BUPA).
- Pension scheme (3% employer contribution).
- 20 days PTO + 8 company holidays + 7 sick days.
- Supportive, agile, and collaborative team culture.
Datarails is an equal opportunity employer committed to diversity, inclusion, and equal access for all candidates.
Application process
Apply Now to join a growing startup making an impact in the FP&A space!
