--- title: 'Customer Success Team Lead (Implementation) at Datarails' canonical: 'https://feeny.ai/job/customer-success-team-lead-implementation-datarails-united-states-y9gg35zs6t3x' type: 'job' last_seen: '2026-10-19' --- # Customer Success Team Lead (Implementation) at Datarails - **Company:** Datarails - **Location:** United States - **Posted:** 2026-10-15 - **Last confirmed live:** 2026-10-19 - **Apply:** https://job-boards.greenhouse.io/datarails/jobs/4448599009 ## Job description Description Come build the future of finance with Datarails. We're a global, AI-powered FinanceOS company helping finance teams transform the way they work. By combining intelligent automation, AI, and seamless integrations with the tools finance teams already know and trust, we empower organizations to make faster, smarter decisions with confidence. With approximately 350 employees worldwide, we're building the next generation of finance technology - where innovation, collaboration, and customer success go hand in hand. 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. No sponsorship or relocation assistance is available. ## What You’ll Do The Customer Success Team Lead (Implementation) plays a critical role in ensuring the successful implementation of the Datarails platform for the Datarails customers. The Team Lead will manage a team of Implementation CSMs and various Datarails resources to deliver high-quality implementation that meets and exceeds customer expectations. The Team Lead will oversee the entire implementation process, from initial planning to final deployment, ensuring projects are completed on time, within sales-scoped hours. ## Key Responsibilities - Team Leadership and Development - Manage and lead a team of implementation CSMs. You’ll be responsible for hiring, training, and coaching your team to take their success to new heights. - Ongoing mentorship and weekly 1:1s leading conversations around each individual’s growth and career path. Conduct regular performance reviews and provide constructive feedback. - Foster a collaborative and high-performance team environment; Team should be comfortable reaching out to other team members to discuss best practices, implementation approaches and build overall team camaraderie. The Team Lead should be spearheading this effort through ongoing coaching and encouraging open dialogue and collaboration. - Project Management - Oversee multiple implementation projects simultaneously, guiding and being the technical focal point for implementation. - Oversee the team project plans for the implementation, timelines, and scoped hours. - Review and approve the conclusion of the implementation (handoff to live) process to ensure implementations meet customer expectations. - Identify and escalate project risks and issues to the CS leadership and to other teams when needed (Sales, Product, RnD). - Customer Engagement - You will serve as the escalation point for customers and your team members on customer issues, so if they run into a problem you can step in to give guidance and act as additional support on calls to determine the next steps. - Conduct a status meeting with customers and provide detailed project updates. And check the implementation progress and feedback. - In addition, you will have a small portfolio of customers (~2-4 at a given time) to keep up with the latest product updates. - Cross-Functional Collaboration and Process Improvement: - Collaborate with sales, live team, and product teams to ensure a constant improvement in the customer journey. - Provide feedback to the product team on customer needs and potential product enhancements. Be part of the Product expert group. - Give feedback to the pre-sales team scoping implementation docs. - Continuously improve implementation processes and methodologies. Mainly our Implementation playbook and subprocesses. ## Requirements - 5+ years of industry experience and/or 1+ years of experience at Datarails, ideally in a customer-facing role. You have the ability to operate independently and work with management to improve the organization operations. - History of building and maintaining strong collegial relationships, knowledge-sharing, and mentorship of team members. Preference may be given to candidates with experience as an onboarding buddy for new hires. - Strong communication skills. You navigate difficult conversations with ease and are comfortable raising red flags and asking questions with customers and when providing feedback to team members. - Strong customer skills. You are prepared to serve as an escalation point for your team and able to take point on challenging customer implementations. - Internal Requirements - In-depth understanding of datrails's products, sales, and processes. Demonstrated track record of success in current role within datarails. - Strong relationships with key internal stakeholders and a deep understanding of the company's customer base. ## 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 $120k - 150k 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 - 401(k) plan with up to 4% match and HSA & FSA Options - 100% paid medical, dental, and vision coverage for employees and 100% paid medical and 80% paid dental and vision coverage for dependents - $540/year toward glasses, sunglasses, or contact lenses from XP Health for employees enrolled in any Guardian Vision plan - 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 Notice:  We're aware of individuals impersonating Datarails recruiters.  All legitimate Datarails recruiting communication comes from an @datarails.com email address or a LinkedIn message from a Datarails employee.  If you've received a message claiming to be from Datarails that looks suspicious, please forward it to careers@datarails.com 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. ## About Datarails ## Company Overview - **One-liner**: Datarails provides an Excel-native Financial Planning & Analysis (FP&A) platform and AI-powered finance operating system that automates data consolidation, reporting, budgeting, and forecasting for finance teams. - **Entity Type**: Private (Series C) - **Headquarters**: New York, New York, United States - **Founded**: 2015 - **Founders**: Not publicly available from executive team pages. ## Core Business - Primary industry/industries: Financial Technology (FinTech), Enterprise Software, FP&A Software - Target customers: Mid-size and enterprise companies, specifically FP&A teams, finance leaders, and CFOs who rely on Excel but need better scale and control. - Mission or purpose statement: To fundamentally change how analytics are used within the finance function and empower finance professionals to spend more time on analysis and less on data gathering. ## Products & Services - **Datarails FP&A Platform**: An Excel-native platform that automates financial reporting, budgeting, and forecasting. It allows finance teams to keep working in Excel while adding automation, data governance, and collaboration. - **FinanceOS**: A new finance operating system that connects and consolidates every financial data source in an organization into a single, governed, secure, and AI-ready layer. It features automated consolidation and reporting. - **Datarails AI (Genius)**: A generative AI assistant for FP&A that helps automate manual, repetitive tasks, enabling more strategic analysis. It includes AI-powered data visualization and anomaly detection. - **Data Consolidation**: Automated integration with 600+ accounting software, ERPs, CRMs, banks, and HRIS systems to collect and centralize financial data. - **Month-End Close**: A centralized workspace that streamlines and simplifies the close process, supporting multi-entity and intercompany operations. - **Cash Management**: A tool providing real-time visibility into cash positions, automatically categorizing transactions, and offering cash forecasting capabilities. - **Budgeting & Forecasting**: Tools to estimate costs and revenues across the entire business, streamlining the budget collection process. - **Financial Reporting**: Automated generation of P&L, balance sheets, and cash flow statements. ## Market Standing - **Valuation/Market Cap**: Not disclosed. The company was last valued at Series C in January 2026. - **Key Metric**: **Annual Revenue**: $9.8 million (as of latest data, source: LinkedIn). **Total Funding**: $173.5 million across 8 rounds. - **Notable Investors/Partners**: One Peak (led Series C), Zeev Ventures, Vertex Ventures Israel, Innovation Endeavors. - **Growth Signals**: - Headcount of 357 employees with a **65.3% year-over-year growth** (+173 people) and a monthly growth rate of 3.5%. - Ranked 92nd fastest-growing company in North America on the 2024 Deloitte Technology Fast 500. - Operates in 17 countries with offices in the US and Israel. - Expanded product offerings to include an AI Finance Operating System and a dedicated Cash Management module. ## Competitive Advantages - **Excel-Native Integration**: Unlike many FP&A tools that require learning a new interface, Datarails works directly within Excel, allowing finance teams to keep their familiar spreadsheets and models. - **Comprehensive Finance OS**: The FinanceOS platform acts as a single, governed, and AI-ready layer over a company's entire financial data ecosystem, addressing a critical pain point of data fragmentation. - **Deep Financial Focus**: The platform is purpose-built for the CFO's office, solving specific challenges like manual consolidation, month-end close, and complex budgeting for multi-entity organizations. - **Strong Product Ratings**: High user satisfaction with a product rating of **4.8/5.0** (from 318 reviews on LinkedIn), indicating strong product-market fit. ## Strategic Focus - **AI-First Transformation**: Datarails is heavily investing in AI, creating dedicated roles like "Vice President, AI Transformation & Services" and developing its "Genius" AI assistant to automate complex FP&A tasks. This signals a strategic priority to embed AI deeply into its product. - **Customer Success and Upsell**: The company is actively hiring for Customer Success roles at various levels (VP, Manager, Technical Account Manager, Implementation Specialist), indicating a focus on ensuring high-value customers are successful and expanding their usage of the platform. - **Global Expansion**: With its strong headcount growth and presence in 17 countries, the company is focused on scaling its global operations, particularly in the US and Israel. ## Why Work Here - **Culture and Growth**: Datarails is a rapidly growing company (65.3% YoY headcount growth) that has achieved significant recognition from Deloitte, indicating a dynamic and high-growth environment. The company emphasizes building a strong organizational culture, guided by its Head of HR. - **Remote/Hybrid/Office Policy**: The company operates globally with offices in New York, USA, and Tel Aviv, Israel. Job postings list specific locations (e.g., "United States", "Tel Aviv-Yafo"), suggesting a hybrid or office-first model depending on the role. - **Compensation**: Employee reviews on LinkedIn score compensation at **4.4/5.0**, suggesting competitive pay. Specific salary data points include $132,224/year for an FP&A Manager and ILS 407,188/monthly for a Frontend Developer. - **Engineering Culture**: The R&D team is led by a VP of R&D and a Chief Architect, with a strong technical focus. The product is highly rated by users, which is often a good sign for the engineering team's work. A quarter of the company's talent comes from notable tech companies like Tipalti, Deloitte, and Planful, suggesting a strong talent pool. - **Overall Rating**: The company has an employer rating of **3.8/5.0** with specific scores of **Culture: 3.7, Work-Life Balance: 4.0, and Career Opportunities: 3.9**, indicating a positive but balanced work environment. ## Sources 1. [Datarails Official Website](https://www.datarails.com/) 2. [Datarails Company Page](https://www.datarails.com/company/) 3. [Datarails Greenhouse Careers Page](http://job-boards.greenhouse.io/datarails) 4. 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