Solution Engineer

Summary

Datarails is a small FP&A platform that focuses on streamlining and automating data consolidation for finance teams. The Solution Engineer will work with existing customers to implement add-on modules, serve as a technical expert, and collaborate with various teams to enhance customer outcomes.

Responsibilities

• Partner with existing customers to design and implement additional products
• Act as the technical expert on our product suite, helping customers unlock new value from their Datarails investment
• Advise customers on best practices for financial processes and reporting within the Datarails ecosystem
• Collaborate cross-functionally with Product, Marketing, and Operations to support strategic initiatives and influence roadmap development
• Maintain strong relationships with key customer stakeholders, including Controllers, Directors of Finance, and CFOs
• Develop and iterate on internal playbooks, resources, and processes for add-on product engagements

Skills

• 1–3 years of experience in software implementation, consulting, or similar customer-facing roles, finance or accounting background preferred
• Advanced Excel proficiency (formulas, VLOOKUP, PivotTables, Power Query, complex models)
• Strong communication and relationship-building skills - this role involves creating and managing business relationships with CFOs, VPs, Directors of Finance, and other customers from leading US companies, requiring the ability to engage in professional conversations, manage expectations, and guide customers to a positive outcome
• Bachelor's degree or equivalent experience

Qualifications

Must Haves

• 1–3 years of experience in software implementation, consulting, or similar customer-facing roles, finance or accounting background preferred
• Advanced Excel proficiency (formulas, VLOOKUP, PivotTables, Power Query, complex models)
• Strong communication and relationship-building skills - this role involves creating and managing business relationships with CFOs, VPs, Directors of Finance, and other customers from leading US companies, requiring the ability to engage in professional conversations, manage expectations, and guide customers to a positive outcome
• Bachelor's degree or equivalent experience

Benefits

• Meaningful equity
• 401(k) plan with up to 4% match and HSA & FSA Options
• 100% paid medical, dental, and vision coverage for employees and 100% paid medical and 80% paid dental and vision coverage for dependents
• $540/year toward glasses, sunglasses, or contact lenses from XP Health for employees enrolled in any Guardian Vision plan
• Calm app membership
• Paternity leave
• Flexible, unlimited sick time and PTO (we recommend 18-25 vacation days annually)
• 12 paid company holidays
• Life insurance
• CPA/CFA license renewal reimbursement