Datarails

Associate Account Manager

Datarails

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

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Salary

💰 $90,000 - $110,000 per year

Job Level

JuniorMid-Level

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
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.

Hard skills
Account ManagementCustomer SuccessSalesCRM managementPipeline managementFinancial softwareFP&A use cases
Soft skills
Relationship buildingEffective communicationOrganizational skillsAttention to detailEagerness to learn
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