Datarails is the financial planning and analysis platform that automates data consolidation, reporting and planning, while enabling finance teams to continue using their own Excel spreadsheets and financial models. Datarails integrates with the most popular accounting software, ERPs, CRMs and Banks so all your data can be consolidated. Reduce risk, make informed decisions, and ensure stakeholders have the most reliable data at their fingertips. Transform your Excel into a lean, mean, FP&A machine!
We are a leading FP&A SaaS company with over $100 million in funding, and have been awarded #1 most promising global startup by Globes and 65+ leading VCs, as well as best paying & mid-sized companies to work for in NYC by Built-In.
This is a 100% remote, full-time (~40 hours/week) position open to candidates in the EST time zone to support customers.
What you will do:
- Work as part of our customer success team to deliver data integrations into our product
- Lead the data integration parts of the solution, with many customer/technologies
- Work closely with R&D on new integrations and improvements of existing integrations
- Support and assist the product support team on integration-related issues
Qualifications:
- 2+ years supporting integrations with ERP, CRM, or financial systems
- Proven track record in resolving complex sync and configuration issues by debugging and optimizing integration flow designs across ERP/CRM systems
- 1–3+ years of iPaaS or middleware experience with platforms such as Workato, Tray I/O, MuleSoft, or similar
- Ability to turn customer insights into product improvements. Spot patterns, advocate fixes, and drive change
- Strong decision-making skills under uncertainty, with a knack for looking outside the box for solutions
- Clear, confident communicator, capable of managing multiple concurrent projects and collaborating effectively with both internal and external stakeholders
- 2+ years of experience using APIs and Postman to work with integrations, including interpreting and applying API documentation to authenticate and build net-new integration workflows
- Proficiency in SQL and at least one programming language, such as JavaScript or Python
- Curious, adaptable, and customer-focused mindset
- Willing to lead customer calls and influence cross-functional action
- Exposure to SFTP, and interpreting JSON/API payloads
Nice to Haves
- Workato Expertise/Certifications
- Hands-on Zendesk experience (macros, triggers, custom objects)
- Familiarity with ODBC SQL servers, query writing, or DB user setup
- Background in FinTech, accounting, or HR software
- Experience delivering technical training or enablement
What we offer:
- Target salary range of 100-125k. Final offer amounts are determined by multiple factors, including prior experience, value add, and location, and may vary from the amount above.
- Meaningful equity
- US: 401(k) plan with up to 4% match and HSA & FSA Options
- Canada: RRSP with up to 4% match
- US: 100% paid medical, dental, and vision coverage for employees and 100% paid medical and 80% paid dental and vision coverage for dependents
- US: $540/year toward glasses, sunglasses, or contact lenses from XP Health for employees enrolled in any Guardian Vision plan
- Canada: Extended health, vision, and dental through Manulife (Manulife Gold plan) and virtual healthcare from Dialogue via Manulife.
- Calm app membership
- Parental 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.
Top Skills
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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