Account Manager

Come meet Datarails! We're a small (~310 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. Datarails integrates with the most popular accounting software, ERPs, and CRMs to build a single source of truth, reduce risk, make informed decisions, and ensure stakeholders have the most reliable data at their fingertips!

As an Account Manager at Datarails, you’ll be responsible for managing and growing a portfolio of existing customer accounts. Your primary focus will be on driving expansion revenue through upsells and cross-sells, fostering long-term relationships, and ensuring customers derive maximum value from the Datarails platform. You’ll work closely with Customer Success Managers to identify growth opportunities and partner with Solutions Consultants or Product as needed to close deals.

• →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.

• 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.