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.
As a FP&A Technical Account Manager at Datarails, you'll sit on the Customer Expansion team and work directly with our existing customer base to implement add-on modules and drive adoption of new products. You’ll serve as the technical expert on our full suite of offerings and partner closely with teams across product, marketing, and operations to shape go-to-market strategies and improve customer outcomes. This role is ideal for someone who is analytical, customer-focused, and comfortable wearing both a technical and strategic hat.
This position is 100% remote position open to candidates in the United States. No sponsorship or relocation assistance is available.
What You'll Do
- Partner with existing customers to design and implement additional products
- Act as the technical expert on our product suite, helping customers unlock new value from their Datarails investment
- Advise customers on best practices for financial processes and reporting within the Datarails ecosystem
- Collaborate cross-functionally with Product, Marketing, and Operations to support strategic initiatives and influence roadmap development
- Maintain strong relationships with key customer stakeholders, including Controllers, Directors of Finance, and CFOs
- Develop and iterate on internal playbooks, resources, and processes for add-on product engagements.
What You'll Bring
- 1–3 years of experience in software implementation, consulting, or similar customer-facing roles, finance or accounting background preferred
- Advanced Excel proficiency (formulas, VLOOKUP, PivotTables, Power Query, complex models)
- Strong communication and relationship-building skills - this role involves creating and managing business relationships with CFOs, VPs, Directors of Finance, and other customers from leading US companies, requiring the ability to engage in professional conversations, manage expectations, and guide customers to a positive outcome.
- Bachelor’s degree or equivalent experience
What We Offer
- A collaborative, team-oriented environment, the ability to own your schedule (work your local time zone), and the opportunity to grow at Datarails over many years
- Base compensation - The target base salary range will be between $90-110k 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 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
- Calm app membership
- 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
- 1-3 years experience in software implementation, consulting, or similar customer-facing roles
- Finance or accounting background
- Advanced Excel proficiency (formulas, VLOOKUP, PivotTables, Power Query, complex models)
- Strong communication and relationship-building skills
- Bachelor's degree or equivalent experience
- Authorization to work in the United States without sponsorship
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
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
Gallery
