Datarails

The Team Lead will manage a team of Implementation CSMs to ensure high-quality implementation of the Datarails platform. They will oversee the entire implementation process, from planning to deployment, while managing multiple projects and serving as an escalation point for customer issues. | Candidates should have 5+ years of industry experience and strong communication skills. A history of building relationships and mentoring team members is preferred, along with an understanding of Datarails products and processes. | Description 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. What you bring to the table: 5+ years of industry experience and/or 1.5+ 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: Competitive compensation, ongoing recognition, and, most importantly, a chance to learn, contribute, and develop your skills. Meaningful equity US: 401(k) plan with up to 4% match and HSA & FSA Options Canada: RRSP with up to 4% match US: 100% paid medical, dental, and vision coverage for employees and 100% paid medical and 80% paid dental and vision coverage for dependents US: $540/year toward glasses, sunglasses, or contact lenses from XP Health for employees enrolled in any Guardian Vision plan Canada: Extended health, vision, and dental through Manulife (Manulife Gold plan) and virtual healthcare from Dialogue via Manulife. 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 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 The Role None What You'll Do None Requirements None What We Need None What We Offer None EEO Statement None

Lead product implementation for brand customers, simplifying models and existing data while implementing processes within the company's environment. Build long-term strategic relationships with customers and provide financial reporting support. | Candidates should have 3-5 years of experience in customer success or consulting with a finance or accounting background. Strong Excel skills and the ability to communicate effectively with senior finance professionals are essential. | Description Come meet Datarails! We're a small (~310 employees globally) FP&A platform designed to streamline and automate data consolidation, reporting, and planning while allowing finance teams to continue using their own Excel spreadsheets and financial models. Datarails integrates with the most popular accounting software, ERPs, and CRMs to build a single source of truth, reduce risk, make informed decisions, and ensure stakeholders have the most reliable data at their fingertips! As a Customer Success Manager on our implementations team, you will lead product implementation for brand customers! You'll use your corporate finance background, strong Excel knowledge, and soft skills to build relationships with and advise 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 or Canada. No sponsorship or relocation assistance is available. About The Role None What You'll Do Understand current client situations, helping simplify models and existing data, as well as implementing processes and client data within company's environment 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 3-5 years of experience in customer success, consulting, or similar customer-facing roles, and a 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, 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. Bachelor's degree or equivalent experience What We Need None 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 $90-110k 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 US: 401(k) plan with up to 4% match and HSA & FSA Options Canada: RRSP with up to 4% match US: 100% paid medical, dental, and vision coverage for employees and 100% paid medical and 80% paid dental and vision coverage for dependents US: $540/year toward glasses, sunglasses, or contact lenses from XP Health for employees enrolled in any Guardian Vision plan Canada: Extended health, vision, and dental through Manulife (Manulife Gold plan) and virtual healthcare from Dialogue via Manulife. 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 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. EEO Statement None