Datarails

Solution Engineer

Datarails

full-time

Posted on:

Origin:  • 🇺🇸 United States

Visit company website
✨ AI Apply
Manual Apply

Salary

💰 $90,000 - $110,000 per year

Job Level

Junior

About the role

  • Come meet Datarails! We're a fast-growing (~300 employees globally) FP&A platform designed to streamline and automate data consolidation, reporting, and planning—all while letting finance teams keep using Excel. Our solution integrates with top accounting systems, ERPs, and CRMs to give finance teams a single source of truth, helping them reduce risk, drive decisions, and ensure the right data is always at their fingertips.
  • As a Solution Engineer at Datarails, you'll sit on the Customer Expansion team and work directly with our existing customer base to implement add-on modules and drive adoption of new products.
  • You’ll serve as the technical expert on our full suite of offerings and partner closely with teams across product, marketing, and operations to shape go-to-market strategies and improve customer outcomes.
  • This role is ideal for someone who is analytical, customer-focused, and comfortable wearing both a technical and strategic hat.
  • This position is 100% remote-based anywhere in the United States or Canada. No sponsorship or relocation assistance is available.
  • What You'll Do: Partner with existing customers to design and implement additional products; Act as the technical expert on our product suite; Advise customers on best practices for financial processes and reporting within the Datarails ecosystem; Collaborate cross-functionally with Product, Marketing, and Operations; Maintain strong relationships with key customer stakeholders; Develop and iterate on internal playbooks, resources, and processes for add-on product engagements.

Requirements

  • 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