Teams at Datarails

Manage full sales cycle for a complex B2B SaaS Finance product, work with SDRs, engage finance leaders (CFO, VP Finance, Controllers), create bespoke proposals, hit quota and maintain CRM records.

Implement and configure financial planning solutions for clients: analyze and simplify models and data, advise on budgeting, forecasting, and reporting, validate and improve data quality, recommend process optimizations, gather requirements, and build strategic customer relationships to support financial reporting.

Serve as a technical expert for Datarails, partner with existing customers to implement add-on products, drive adoption, advise on financial reporting best practices, collaborate cross-functionally to influence roadmap, and develop internal playbooks to improve customer outcomes.