Account Manager

Summary

Datarails is a global, AI-powered FinanceOS company helping finance teams transform how they work through intelligent automation, AI, and seamless integrations. The Account Manager will manage and grow existing customer accounts, drive expansion revenue through upsells and cross-sells, build long-term relationships, and collaborate with Customer Success, Solutions Consultants, Product, and Marketing.

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
• This position is 100% remote-based anywhere in the United States. No sponsorship or relocation assistance is available
• Strong understanding of the finance function—experience selling to CFOs, FP&A teams, or Controllers is a plus

Qualifications

Must Haves

• 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
• This position is 100% remote-based anywhere in the United States. No sponsorship or relocation assistance is available

Nice to Haves

• 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
• 100% remote-based anywhere in the United States