--- title: 'FP&A Customer Success Manager at Datarails' canonical: 'https://feeny.ai/job/fp-a-customer-success-manager-datarails-united-states-79w42dwbttjm' type: 'job' last_seen: '2026-09-14' --- # FP&A Customer Success Manager at Datarails - **Company:** Datarails - **Location:** United States - **Posted:** 2026-05-20 - **Last confirmed live:** 2026-09-14 - **Apply:** https://job-boards.greenhouse.io/datarails/jobs/4252275009 ## 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. As a Customer Success Manager, you will be advising finance professionals from middle management through the C-suite, customizing their Datarails platform, and training them on product updates. 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 - Understand current client situations, helping simplify models and existing data. - Create a detailed business analysis, outlining problems, opportunities and solutions for our customers by successful 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. ## Requirements - 2+ years of experience in customer success, consulting, or similar customer-facing role, and a data analytics, 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 Offer - A collaborative, team-oriented environment, the ability to own your own 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 $90-115k USD per year, based on multiple factors including prior experience, skills, and location. We are open to candidates with varying levels of experience. - Parental leave - Meaningful equity - 401(k) plan with up to 4% match - Top-of-the-line healthcare (medical, vision, and dental), with 100% paid coverage for employees + generous coverage for dependents - Generous PTO + 12 paid company holidays - Life insurance - And more! 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. [Datarails LinkedIn Page](https://www.linkedin.com/company/datarails) ## Other roles at Datarails - [Office Manager & HR Generalist](https://feeny.ai/job/office-manager-hr-generalist-datarails-tel-aviv-yafo-j95hn9ch5npf) — Tel Aviv-Yafo, Israel - [Outbound Account Executive](https://feeny.ai/job/outbound-account-executive-datarails-united-states-ez7mpn6wxzbw) — United States - [Senior Product Manager](https://feeny.ai/job/senior-product-manager-datarails-tel-aviv-yafo-pb4r4kzjx2te) — Tel Aviv-Yafo, Israel - [Partnership Manager - Private Equity](https://feeny.ai/job/partnership-manager-private-equity-datarails-united-states-tvatny6qm682) — United States - [Account Executive](https://feeny.ai/job/account-executive-datarails-united-states-pfpwkbktzz4a) — United States - [UX UI Product Designer](https://feeny.ai/job/ux-ui-product-designer-datarails-tel-aviv-yafo-bz24xfv8w67w) — Tel Aviv-Yafo, Israel - [FP&A Implementation Manager](https://feeny.ai/job/fp-a-implementation-manager-datarails-tel-aviv-yafo-ad613xqa66mc) — Tel Aviv-Yafo, Israel - [FP&A Technical Account Manager](https://feeny.ai/job/fp-a-technical-account-manager-datarails-united-states-p057zwevx7ef) — United States - [FP&A Implementation Specialist](https://feeny.ai/job/fp-a-implementation-specialist-datarails-united-states-qewe1chswgwq) — United States