FP&A Technical Account Manager

About the role

Datarails is an AI-driven FinanceOS provider supporting finance departments with automation and integration tools. You will join the Customer Expansion team to manage technical implementations and product adoption for our current client base.

Key facts

What you'll do

• Design and deploy additional product modules for existing clients.
• Provide technical expertise on the Datarails platform to maximize client value.
• Consult with clients on financial reporting workflows and best practices.
• Work with Product, Marketing, and Operations to refine go-to-market strategies and product development.
• Manage professional relationships with finance leadership, including CFOs and Controllers.
• Create and update internal documentation and operational playbooks for expansion projects.

Requirements

• 1 to 3 years of professional experience in software implementation, consulting, or client-facing positions.
• Bachelor degree or equivalent work experience.
• Advanced Excel skills, including complex modeling, Power Query, PivotTables, and VLOOKUP.
• Experience communicating with executive-level stakeholders such as VPs and Directors of Finance.
• Finance or accounting background is preferred.

Skills & tools

• Advanced Excel (formulas, VLOOKUP, PivotTables, Power Query, complex models)
• Financial process consulting
• Stakeholder management

Practical notes

• No visa sponsorship or relocation assistance is available.
• Benefits include BUPA private medical and dental insurance, paid time off, parental leave, and company holidays.