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Customer Success Manager (hold)
  • Kraków
Customer Success Manager (hold)
Kraków, Kraków, Lesser Poland Voivodeship, Polska
YozmaTech
22. 1. 2026
Informacje o stanowisku

Kraków, Lesser Poland Voivodeship, Poland

About the job Customer Success Manager (hold)

Want to shape the future of finance by applying your knowledge of FP&A in a client driven role? TheFP&A Customer Success Manager will own customer success by leading product implementation forcustomers and provide support throughout the client lifecycle. Advise finance professionals that rangefrom middle-management to high-level executives, in both small and large US firms. If you are lookingfor a fantastic opportunity to join a small team with lots of room for growth and impact, we would loveto meet you!

  • Understand current client situations, helping simplify models and existing data, as well asimplementing processes and client data within the Datarails environment.
  • Create a detailed business analysis, outlining problems, opportunities and solutions for ourcustomers 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 thefocus on improving the quality of customer care
  • Provide recommendations for possible process changes to help optimize current procedures insupport of maximizing outcomes.
  • Build long term strategic relationships with customers, gather requirements, and follow throughwith necessary financial reporting support

Requirements

  • 4+ years of experience in finance, FP&A, or business analytics
  • A deep understanding of corporate finance work processes, with emphasis on standardreporting (P&L, cashflows, budgets, and forecasts)
  • Deep knowledge and solid experience in advanced excel functions (formulas, Vlookup, PivotTable, Power Query and complex models)
  • The role involves communicating with CFOs, Finance VPs, and Directors from leading UScompanies, requiring the ability to engage in professional conversations
  • Previous experience in FP&A, finance tools,software implementation, ERP systems, orfinance consulting
  • Significant financial modeling skills; knowing how to treat excel data and automate processes
  • Bachelors Degree or equivalent, preferably in finance, accounting, or similar
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