Justin Jacob
About Justin Jacob
Justin Jacob is an FP&A Customer Success Manager at Datarails, where he has worked since 2023. He has a background in finance, having held various roles including Financial Analyst at Stifel Financial Corp and Solution Engineer at Datarails.
Work at DataRails
Justin Jacob currently serves as the FP&A Customer Success Manager at DataRails, a position he has held since 2023. In this role, he acts as the primary point of contact for client executives, including CEOs, CFOs, and COOs. He provides detailed business analysis and expert guidance to clients, managing financial and operational processes for over 50 clients, which contributes to approximately $1.3 million in annual revenue. Prior to this role, he worked as a Senior Solution Engineer and a Solution Engineer at DataRails, where he led client projects and collaborated with product teams to enhance existing features based on client feedback.
Previous Experience
Justin Jacob has a diverse professional background. He began his career as a Finance Intern at Journey's End Refugee Services, Inc. in 2016. He then worked at DFAS as an Accounting Technician for eight months in 2017. Following this, he served as a Financial Analyst at Stifel Financial Corp. from 2018 to 2020. After his tenure at Stifel, he returned to DataRails, where he initially worked as a Solution Engineer from 2021 to 2022 before advancing to Senior Solution Engineer and then to his current role.
Education and Expertise
Justin Jacob earned his Bachelor's degree in Finance from the University at Buffalo, where he studied from 2012 to 2017. His educational background provides a strong foundation for his roles in financial analysis and client success management. His expertise includes identifying pain points in clients' processes and developing actionable plans to automate and streamline solutions related to budgeting, forecasting, and financial modeling.
Leadership and Collaboration
In his roles at DataRails, Justin Jacob has demonstrated leadership by managing teams of Solution Engineers on client projects. He advises on technical builds and ensures that client expectations and deadlines are met. His collaborative work with product teams focuses on refining and improving existing features based on client feedback, which enhances the overall client experience and product effectiveness.