Account Manager

Datarails; United States; Remote; USD 80,000 - 100,000; Full time

Benefits offered by this job

Meaningful equity

401(k) match

Top-tier healthcare

Parental leave

Flexible PTO

Job summary

Datarails is a global, AI-powered FinanceOS company looking for an Account Manager to manage and grow a portfolio of existing customer accounts. The role centers on driving expansion revenue through upsells and cross-sells, building long-term client relationships, and collaborating with Success Managers to maximize value of the Datarails platform.

The position is 100% remote-based in the United States, with no sponsorship or relocation assistance.

Qualifications

• 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 (Gong, Outreach, ZoomInfo).
• Exceptional communication, relationship-building, and presentation skills.
• Highly organized with strong attention to detail and pipeline hygiene.
• Understanding of finance functions—selling to CFOs/FP&A teams is a plus.

Responsibilities

• Own and manage a book of business across verticals.
• Develop account growth strategies and multi-thread stakeholder engagement.
• Identify and close upsell and cross-sell opportunities.
• Partner with Customer Success to ensure high product adoption and satisfaction.
• Conduct QBRs to reinforce value and surface opportunities.
• Forecast expansion pipeline and manage deal progression in Salesforce.
• Collaborate with Marketing and Product to feed field feedback into GTM plans.
• Maintain deep understanding of the Datarails platform and FP&A use cases.

Skills

Account management

SaaS sales

Salesforce

Communication

Organization

FP&A knowledge

Tools

Salesforce

Gong

Outreach

ZoomInfo

Job description

Description

Come build the future of finance with Datarails. We’re a global, AI-powered FinanceOS company helping finance teams transform the way they work. By combining intelligent automation, AI, and seamless integrations with the tools finance teams already know and trust, we empower organizations to make faster, smarter decisions with confidence. With approximately 350 employees worldwide, we’re building the next generation of finance technology - where innovation, collaboration, and customer success go hand in hand.

If you’re looking for a fantastic opportunity to join a growing startup in a role with massive impact, we would love to meet you!

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.

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

What You’ll Do

• 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

• 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

• 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!

We want to make sure everyone has an equal chance to participate and make a difference. Datarails is an equal opportunity employer and prioritizes building a diverse and inclusive workplace. We provide equal employment opportunities to all employees and applicants of any type and do not discriminate based on race, color, religion, national origin, gender, age, sexual orientation, physical or mental disability, genetic information or characteristic, gender identity and expression, veteran status, or other non-job related characteristics or other prohibited grounds specified in applicable federal, state, and local laws. Datarails’ policy is to comply with all applicable laws related to nondiscrimination and equal opportunity and will not tolerate discrimination or harassment based on any of these characteristics. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.