About the role
- 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.
- Private medical and dental insurance through BUPA
- Pension scheme with salary sacrifice OR net pay options with 3% employer pension contribution
- 20 days of PTO + 8 paid company holidays + 7 days of company-provided sick leave
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
account managementcustomer successsalesaccount growth strategiesupsellcross-sellforecastingpipeline managementFP&A use cases
Soft skills
communicationrelationship-buildingpresentationorganizationattention to detail