Salary
💰 $90,000 - $110,000 per year
About the role
- Sit on the Customer Expansion team and work directly with existing customers to implement add-on modules and drive adoption
- Partner with existing customers to design and implement additional products
- Act as the technical expert on Datarails' product suite to help customers unlock new value
- Advise customers on best practices for financial processes and reporting within the Datarails ecosystem
- Collaborate cross-functionally with Product, Marketing, and Operations to support strategic initiatives and influence roadmap development
- 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
- Support go-to-market strategies and improve customer outcomes
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 - ability to engage with CFOs, VPs, Directors of Finance, and other customers
- Bachelor’s degree or equivalent experience
- Must be based in the United States or Canada (no sponsorship or relocation assistance is available)
- A collaborative, team-oriented environment
- The ability to own your own schedule (work your local time zone)
- Opportunity to grow at Datarails over many years
- 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 and 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
software implementationconsultingadvanced ExcelformulasVLOOKUPPivotTablesPower Querycomplex models
Soft skills
communicationrelationship-building