Partner with existing customers to design and implement additional products
Act as the technical expert on our product suite, helping customers unlock new value from their Datarails investment
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.
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
Benefits
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.