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!
As an Account Manager at Datarails, you’ll be responsible for managing and growing a portfolio of existing customer accounts. Your primary focus will be on driving expansion revenue through upsells and cross-sells, fostering long-term relationships, and ensuring customers derive maximum value from the Datarails platform. You’ll work closely with Customer Success Managers to identify growth opportunities and partner with Solutions Consultants or Product as needed to close deals.
This position is 100% remote-based anywhere in the United States. No sponsorship or relocation assistance is available.
What You’ll Do
- Own and manage a book of business across various verticals.
- Develop account growth strategies, including multi-threading key stakeholders.
- Identify and close upsell and cross-sell opportunities.
- Partner with Customer Success to ensure high levels of product adoption and satisfaction.
- Conduct Quarterly Business Reviews (QBRs) to reinforce value and surface new opportunities.
- Forecast expansion pipeline accurately and manage deal progression in Salesforce.
- Collaborate with Marketing and Product to bring feedback from the field and shape go-to-market strategies.
- Maintain a deep understanding of the Datarails platform and FP&A use cases.
Requirements
- 2–4 years of experience in Account Management, Customer Success, or Sales in a SaaS environment.
- Proven track record of driving account growth and achieving expansion quotas.
- Proficient in Salesforce and common SaaS sales tools (e.g., Gong, Outreach, ZoomInfo).
- Exceptional communication, relationship-building, and presentation skills.
- Highly organized with strong attention to detail and pipeline hygiene.
- Strong understanding of the finance function—experience selling to CFOs, FP&A teams, or Controllers is a plus.
What We Offer
- Base compensation - The target base salary range will be between $80-100k 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
- Top-of-the-line healthcare (medical, vision, and dental), with 100% paid coverage for employees + generous coverage for dependents
- Parental leave
- Flexible PTO + 12 paid company holidays
- Life insurance And more!
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
- 2-4 years of experience in Account Management, Customer Success, or Sales in a SaaS environment
- Proven track record of driving account growth and achieving expansion quotas
- Proficiency in Salesforce and common SaaS sales tools such as Gong, Outreach, and ZoomInfo
- Exceptional communication, relationship-building, and presentation skills
- Strong organization, attention to detail, and pipeline hygiene
- Strong understanding of the finance function or experience selling to CFOs, FP&A teams, or Controllers
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.
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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.
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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.
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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
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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