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Datarails

Automates SMB FP&A via Excel-native cloud

Sales Team Lead - Player/Coach

Account ExecutiveUpdated on Nov 13
Full-timeUnited KingdomIn-person

About the Job

Requirements

  • Have at least 3 years of proven success as a quota-carrying SaaS Account Executive, ideally in a high-growth or early-stage environment.
  • Have a consistent history of meeting or exceeding individual sales targets.
  • Demonstrate leadership potential through mentoring, coaching, onboarding, enablement, or informal sales-organization leadership.
  • Have experience selling complex SaaS solutions to small and medium-sized businesses and/or mid-market customers in a high-velocity sales environment.
  • Have strong deal strategy, discovery, negotiation, and closing capabilities, with the ability to help others improve in those areas.
  • Have working knowledge of modern SaaS sales methodologies such as Challenger, Sandler, Force Management, MEDDPICC, or other value-based selling methodologies.
  • Use a data-driven approach to pipeline management, forecasting, and performance.
  • Be able to balance individual revenue responsibilities with the success and development of others.
  • Thrive in an evolving, early-stage environment rather than relying solely on established-brand infrastructure.

Responsibilities

  • Carry an individual quota and manage a personal book of business while prospecting, running discovery, demonstrating value, negotiating, and closing new business.
  • Coach and support a team of Account Executives to strengthen their sales skills, manage pipelines, develop deal strategy, and work consistently toward targets.
  • Join key sales-cycle calls, help navigate objections, develop negotiation strategies, and support Account Executives through complex deals.
  • Conduct regular deal reviews, pipeline reviews, call coaching, and skill development with team members.
  • Reinforce the company's sales methodology and playbook through coaching and personal execution.
  • Identify performance trends, pipeline gaps, and improvement opportunities using data and sales metrics.
  • Support the onboarding and ramp-up of new Account Executives and help establish strong selling habits.
  • Share field feedback and identify opportunities to improve sales processes, messaging, enablement, and execution.
  • Partner with the Director and VP of Sales on team performance, forecasting, and broader sales initiatives.
  • Mentor the team and support its culture while continuing to develop personal leadership capabilities.

Desired Qualifications

  • Previous experience selling to finance teams and/or the CFO's office is strongly preferred; knowledge of Financial Planning and Analysis (FP&A) processes is a plus.
  • A bachelor's degree in finance, accounting, economics, or a related field is a plus.

About the Company

Datarails

Automates SMB FP&A via Excel-native cloud

DataRails offers FinanceOS, an AI-native FP&A platform that automates financial reporting for SMBs. It connects to 200+ data sources and uses cloud-based data consolidation so finance teams can work with familiar Excel-like workflows, while features cover budgeting, forecasting, scenario modeling, month-end close, cash management, and spend control, with an AI assistant called FP&A Genius that answers questions in natural language. It differentiates itself by maintaining an Excel-native experience, real-time data integration from many sources, and AI-assisted insights designed for SMBs underserved by large enterprise tools. The goal is to speed up accurate financial planning and reporting so finance teams can focus more on strategic advisory tasks.

Company size
201-500
Company stage
Series C
Total funding
$173.5M
Headquarters
New York City, New York
Founded
2015

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