Engage in deep dives with CFOs and finance teams to understand FP&A business requirements and internal processes
Ask the right questions and customize customers' Datarails experience
Conduct product demos and deep dives with finance teams to identify pain points and complementary solutions
Collaborate with internal teams to develop Proof of Concepts (POCs) showcasing capabilities and value
Partner closely with the sales team to evaluate and assist in sales strategies and provide solution recommendations
Leverage understanding of competitive products and technologies to position Datarails effectively in sales presentations
Assist in the development of proposals and responses to RFI and RFP documents
Requirements
5-8+ years of progressive experience in accounting/finance, FP&A, or relevant sales engineering roles in the finance industry
Strong grasp of financial applications, including budgeting, planning, forecasting, month-end close, financial reporting, and consolidation platforms
Intermediate to advanced Excel skills
Ability to gather and understand potential customers' requirements, using a consultative approach to effectively demonstrate how Datarails meets their needs
Excellent presentation skills, with the ability to communicate complex concepts effectively and clearly
Strong business acumen, collaborative skill set, and a team-oriented everyone-wins attitude
Understanding of budgeting, forecasting, and reporting processes across multiple industries such as manufacturing, services, banking, insurance, etc., a plus
Bachelor's degree in Accounting or Business/Finance, a plus
Benefits
The target OTE for this role is $140-190k USD (base salary ~110-140k)
Meaningful equity
US: 401(k) plan with up to 4% match and HSA & FSA Options
Canada: RRSP with up to 4% match
US: 100% paid medical, dental, and vision coverage for employees
US: 100% paid medical and 80% paid dental and vision coverage for dependents
US: $540/year toward glasses, sunglasses, or contact lenses from XP Health for employees enrolled in any Guardian Vision plan
Canada: Extended health, vision, and dental through Manulife (Manulife Gold plan) and virtual healthcare from Dialogue via Manulife
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
100% remote position
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.