Presales Consultant
Datarails
Salary
💰 $90,000 - $110,000 per year
Job Level
Junior
About the role
- Datarails is an FP&A platform that streamlines and automates data consolidation, reporting, and planning while letting finance teams keep using Excel
- As a Solution Engineer on the Customer Expansion team, implement add-on modules and drive adoption of new products with existing customers
- Serve as the technical expert on Datarails' product suite and advise customers on best practices for financial processes and reporting
- Collaborate cross-functionally with Product, Marketing, and Operations to shape go-to-market strategies and improve customer outcomes
- 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
- Position is 100% remote-based anywhere in the United States or Canada; no sponsorship or relocation assistance available
Requirements
- 1–3 years of experience in software implementation, consulting, or similar customer-facing roles (minimum 1 year)
- Finance or accounting background preferred
- Advanced Excel proficiency (formulas, VLOOKUP, PivotTables, Power Query, complex models)
- Strong communication and relationship-building skills (engaging with CFOs, VPs, Directors of Finance)
- Bachelor’s degree or equivalent experience
- Analytical, customer-focused, and comfortable wearing both a technical and strategic hat
