Job description

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! Notice: We're aware of individuals impersonating Datarails recruiters. All legitimate Datarails recruiting communication comes from an @datarails .com email address or a LinkedIn message from a Datarails employee. If you've received a message claiming to be from Datarails that looks suspicious, please forward it to careers@datarails.com 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.

Requirements

Must-haves

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!
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.
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.

Nice-to-haves

Strong understanding of the finance function—experience selling to CFOs, FP&A teams, or Controllers is a plus.

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

aigo

Platform: greenhouse
Effort: quick

Benefits

Benefits detected in the listing.

Dental

Vision

401(K)

Pto

Parental Leave