Note: The job is a remote job and is open to candidates in USA. Datarails is a global, AI-powered FinanceOS company helping finance teams transform the way they work. As an Account Manager, you will manage and grow a portfolio of existing customer accounts, focusing on driving expansion revenue through upsells and cross-sells while ensuring customers derive maximum value from the Datarails platform.
Responsibilities
- 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
Skills
- 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
Benefits
- 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
Company Overview