Datarails

The specialist will implement FP&A processes and data for clients while simplifying financial models and providing business analysis. They are responsible for building strategic relationships with finance executives to optimize reporting and budgeting outcomes.

Implement add-on modules and drive product adoption for existing customers as a technical expert. Collaborate with product, marketing, and operations teams to shape go-to-market strategies and improve customer outcomes.

Advise finance professionals on customizing the Datarails platform and optimizing their budgeting, forecasting, and financial modeling processes. Build long-term strategic relationships with C-suite executives to ensure successful product adoption and data quality.

Deliver data integrations into the FP&A platform and lead the technical solution design for various customers and technologies. Collaborate with R&D and support teams to improve integration processes and resolve complex synchronization issues.

Lead the global Customer Success organization to drive retention, expansion, and the adoption of AI-enabled workflows within finance teams. Partner with cross-functional leaders to ensure customers realize measurable value and align success metrics with revenue goals.

The Account Manager will own and manage a book of business, focusing on developing account growth strategies and identifying/closing upsell and cross-sell opportunities within existing customer accounts. This role involves partnering with Customer Success, conducting Quarterly Business Reviews, and accurately forecasting the expansion pipeline using Salesforce.