FP&A Integration Specialist

Description

Datarails is the financial planning and analysis platform that automates data consolidation, reporting, and planning, while enabling finance teams to continue using their own Excel spreadsheets and financial models. Datarails integrates with the most popular accounting software, ERPs, and CRMs so all your data can be consolidated. Reduce risk, make informed decisions, and ensure stakeholders have the most reliable data at their fingertips. Transform your Excel into a lean, mean, FP&A machine!

What You'll Do

• Work as part of our customer success team to deliver data integrations into our product
• Lead the data integration parts of the solution, with many customers/technologies
• Work closely with R&D on new integrations and improvements of existing integrations
• Support and assist the product support team on integration-related issues
  
  

• 2–4 years supporting ERP/CRM or financial integrations, or in B2B SaaS/iPaaS support/solutions
• Track record resolving complex sync/config issues in ERPs like NetSuite, Sage Intacct, Salesforce, QuickBooks (Online/Desktop), or Xero
• 1–3+ years of middleware experience with tools like Workato, TIBCO Scribe, MuleSoft or similar platforms
• Ability to turn customer insights into product improvements. Spot patterns, advocate fixes, and drive change
• Strong decision-making skills under uncertainty, with a knack for looking outside the box for solutions
• Clear, confident communicator. Easily able to explain technical behavior to any audience
• Experience using support tools (Zendesk, Postman, JIRA, Salesforce, etc.) and collaborating with Product, Sales, and Engineering
• Basic knowledge of APIs, file formats (CSV, JSON), and accounting integrations
• Curious, adaptable, and customer-focused mindset
• Willing to lead customer calls and influence cross-functional action
• Exposure to SFTP, SQL, and interpreting JSON/API payloads
• Native English language proficiency.
  
  

• Workato Expertise/Certifications
• Hands-on Zendesk experience (macros, triggers, custom objects)
• Scripting skills (Python, JavaScript) for handling large data sets
• Familiarity with ODBC SQL servers, query writing, or DB user setup
• Background in FinTech, accounting, or HR software
• Experience delivering technical training or enablement