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!
Location & Eligibility
Where is the job
United States
On-site within the country
Who can apply
Open to applicants worldwide
Listed under
United States
Listing Details
- Posted
- March 23, 2026
- First seen
- March 26, 2026
- Last seen
- July 20, 2026
Posting Health
- Days active
- 147
- Repost count
- 0
- Trust Level
- 22%
- Scored at
- August 21, 2026
Signal breakdown
freshnesssource trustcontent trustemployer trust
External application · ~5 min on Datarails's site
Please let Datarails know you found this job on Jobera.
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