Jobs at Datarails

Manage and grow a portfolio of existing SaaS customers, driving expansion revenue through upsells and cross-sells. Partner with Customer Success, Solutions Consultants, and Product to ensure adoption, conduct QBRs, forecast expansion pipeline in Salesforce, and provide field feedback to Marketing and Product. Maintain deep knowledge of the Datarails platform and finance (FP&A) use cases.

Manage full sales cycle for a complex B2B SaaS Finance product, work with SDRs, engage finance leaders (CFO, VP Finance, Controllers), create bespoke proposals, hit quota and maintain CRM records.

Implement and configure financial planning solutions for clients: analyze and simplify models and data, advise on budgeting, forecasting, and reporting, validate and improve data quality, recommend process optimizations, gather requirements, and build strategic customer relationships to support financial reporting.

Own and grow ERP and reseller partnerships (especially NetSuite VARs) across North America: source, negotiate, onboard, enable, and scale partners to drive referrals and partner-sourced revenue. Coordinate internal teams, deliver tailored product demos, execute co-marketing and GTM initiatives, and ensure partners become engaged, revenue-generating, and retained.

Partner with existing customers to implement add-on products, act as technical expert on the Datarails suite, advise on financial reporting best practices, influence product roadmap through cross-functional collaboration, and maintain relationships with finance stakeholders to drive adoption and expansion.

Own sourcing, negotiating, and scaling strategic partnerships with Private Equity firms to drive portfolio adoption and revenue. Manage full partner lifecycle from onboarding and enablement to co-marketing, portfolio activation, and reporting. Collaborate cross-functionally (Sales, CS, Product, Marketing) to build playbooks, run joint campaigns, and track partner-sourced pipeline and impact.