Account Executive

Reposted 17 Days Ago
Hiring Remotely in United States
Remote or Hybrid
90K-100K Annually
Mid level
Cloud • Fintech • Software • Database • Analytics
Datarails is a financial planning and analysis platform for Excel users.
The Role
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.
Summary Generated by Built In

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

  • Run the full sales cycle in an ever-evolving, fast-paced startup environment, from developing relationships with potential customers to identifying their unique needs and challenges to driving the adoption of our complex solution. You'll be responsible for owning your own forecasting target, delivering on quarterly and annual quotas
  • Work with our SDR team to ensure their success in generating revenue opportunities and effectively closing sales opportunities.
  • Liaise with professionals at finance functions, gaining a deep understanding of the prospect's needs, identifying how our solution can add value, and creating bespoke proposals and solutions.

Requirements

  • 3+ years of experience as an Account Executive selling a complex B2B SaaS products, ideally to finance ICPs (CFO, VP Finance, Controllers, etc.) or selling financial services, OR 3+ years of experience in FP&A
  • Proven ability to over-achievement on sales quota
  • Tenacity and professionalism with great time management skills. You must be able to manage your time to execute the diverse set of daily duties required to handle a high volume of accounts and opportunities and document sales activity in Salesforce and other tools.
  • Experience with CRMs such as Hubspot or SalesForce, as well as best in class sales enablement tools
  • Ability to understand, quantify, and synthesize the technical and commercial needs/challenges of your prospects and guide them to the right solution before bringing in specialized reinforcements.
  • Strategic, independent self-starters who will take ownership over the role, and who are proficient in outbounding and selling against a framework/system.

What we offer:

  • The base salary range for this role is $90-100k USD and generous OTE. Final offer amounts are determined by multiple factors including prior experience, value add, and location, and may vary from the amount above.
  • 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
  • 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 

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.

Skills Required

  • 3+ years as an Account Executive selling complex B2B SaaS products or 3+ years of FP&A experience
  • Proven ability to over-achieve on sales quotas
  • Experience using CRMs such as HubSpot or Salesforce
  • Strong time management and ability to manage high volume of accounts and document activity in Salesforce and other tools
  • Ability to understand, quantify, and synthesize technical and commercial needs of prospects
  • Proven outbounding skills and ability to sell independently against a framework/system

Datarails Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Datarails and has not been reviewed or approved by Datarails.

  • Fair & Transparent Compensation Compensation is widely characterized as competitive and well‑regarded, contributing to strong satisfaction with total pay. Feedback suggests pay levels are seen as market‑appropriate and a core strength of the employment offer.
  • Healthcare Strength Benefits descriptions indicate employer‑paid medical, dental, and vision for employees, with company contributions for dependents. Feedback suggests health coverage is a standout element of the package.
  • Leave & Time Off Breadth Time‑off policies are described as flexible, including unlimited PTO with guidance on expected usage and paid company holidays. Feedback suggests employees also reference ample vacation allowances and the ability to carry time forward in some cases.

Datarails Insights

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The Company
HQ: Tel Aviv-Yafo, NY
225 Employees
Year Founded: 2015

What We Do

Datarails has created a solution that tackles one of the biggest challenges in financial departments: the overflowing amount of data that, up until now, was managed by tons of Excel sheets. All those financial reports, forecasts, expenses, analytics? Datarails takes all this data and integrates it into a one, simple, smart report. Datarails consolidates all cross-organizational data and enables finance professionals to follow it, manage it, and derive insights from analysis. Instead of spending time on manual consolidation, Datarails automates the consolidation process and the creation of financial reports. It’s cloud-based, so nothing gets lost, it’s brilliant, so almost every feature can be added.

Why Work With Us

We're on a mission to transform finance. Datarails is committed to a positive, diverse, and inclusive culture by hiring for potential, focused on the inclusion of people who have different ways of thinking, different viewpoints, different backgrounds, and different skill sets. We value a transparent and open culture that positively impacts our team

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