6mo ago

Account Manager

United Statesmid

SalesAccount Manager

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Quick Summary

Overview

Description Come meet Datarails! We're a small (~350 employees globally) FP&A platform designed to streamline and automate data consolidation, reporting, and planning while allowing finance teams to continue using their own Excel spreadsheets and financial models.

Requirements Summary

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.

Technical Tools

excelsalesforceconcurrencycustomer-successsaas

Responsibilities

~1 min read

→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

~1 min read

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

~2 min read

✓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!