RiseMe
Datarails logo
Datarails Verified
Financial Technology

Customer Success Team Lead (Implementation)

RemoteRemoteFull TimeLead$120,000–$150,000 /yrPosted 23 days ago

Is this role right for you?

Upload your resume and get a skill-by-skill breakdown — see exactly where you match, where you're close, and what to highlight. Not a mystery percentage.

Get a tailored resume highlighting what this role needs.

Required skills

  • AI-powered FinanceOS
  • intelligent automation
  • seamless integrations
  • finance teams
  • faster, smarter decisions
  • customer success
  • implementation
  • CSMs
  • technical focal point
  • project plans

Nice to have

  • AI
  • startup
  • massive impact
  • remote-based
  • United States
  • sponsorship

Role summary

Datarails is seeking a remote Customer Success Team Lead (Implementation) to manage a team of Implementation CSMs and ensure successful platform implementation for customers. This role involves team leadership, including hiring, training, coaching, and performance management, as well as overseeing multiple implementation projects, acting as a technical focal point, and managing timelines and scope. The Team Lead will also serve as an escalation point for customer issues, collaborate cross-functionally with sales, product, and RnD teams, and drive continuous improvement of implementation processes. The ideal candidate has strong customer success, project management, and people management skills, with a history of building relationships and providing mentorship. Experience in the finance industry and with Datarails's products is highly valued.

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 18 months 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.

    Ready to apply?
    You'll be redirected to Datarails's application page.

    Similar roles

    See how RiseMe works

    Match, tailor, and prep so you send fewer applications and land more interviews.