Salary
💰 $90,000 - $110,000 per year
About the role
- Manage a smaller portfolio of existing customer accounts across various verticals
- Support account growth strategies by identifying and qualifying potential upsell and cross-sell opportunities
- Partner closely with Customer Success Managers to drive product adoption and customer satisfaction
- Participate in Quarterly Business Reviews (QBRs) and assist in preparing materials that demonstrate value and ROI
- Maintain accurate deal tracking and forecasting within Salesforce
- Collaborate with Marketing and Product to share customer feedback and help improve go-to-market efforts
- Continue developing a strong understanding of the Datarails platform and FP&A use cases
Requirements
- 1–2 years of experience in Account Management, Customer Success, or Sales within a SaaS or technology company (internships or SDR experience welcome)
- Demonstrated ability to build relationships and communicate effectively with customers
- Strong organizational skills and attention to detail, particularly with CRM and pipeline management
- Eagerness to learn and grow within a high-performing revenue team
- Familiarity with Salesforce, Excel, and common SaaS tools (e.g., Gong, Outreach, ZoomInfo)
- Interest in financial software or experience engaging with finance teams (CFOs, FP&A, or Controllers) is a plus
- 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
Account ManagementCustomer SuccessSalesCRM managementPipeline managementFinancial softwareFP&A use cases
Soft skills
Relationship buildingEffective communicationOrganizational skillsAttention to detailEagerness to learn