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Datarails

Automates SMB FP&A via Excel-native cloud

Account Executive

Account ExecutiveUpdated on Nov 13
Full-timeRemote in USA

About the Job

Requirements

  • At least 5 years of experience as an Account Executive selling complex business-to-business software as a service, ideally in upmarket segments to finance buyers such as CFOs, VPs of Finance, and Controllers, and in financial services, or equivalent financial planning and analysis experience.
  • A track record of consistently exceeding quota in an upmarket sales motion.
  • Experience working with a sales development representative or business development representative team on outbound-sourced pipeline, including providing feedback that improves targeting and meeting quality.
  • Comfort managing longer, multi-stakeholder sales cycles, including information technology and security evaluations and procurement processes.
  • Command of customer relationship management and sales enablement tools such as Salesforce, HubSpot, or similar, with disciplined pipeline hygiene and documentation habits.
  • Ability to understand, quantify, and synthesize technical and commercial needs across a buying committee and guide prospects to the right solution before involving specialized reinforcements.
  • Ability to work independently, take ownership of the role, and sell effectively against a defined framework or system.

Responsibilities

  • Own and run the full sales cycle for prospects, from sales development representative-booked meetings through close, developing relationships, uncovering complex organizational needs, and driving adoption of the solution across multiple stakeholders.
  • Partner closely with dedicated sales development representatives to sharpen targeting, messaging, and qualification criteria for generated pipeline and ensure a high-quality, well-qualified meeting flow.
  • Own forecasting and quota, delivering consistently against quarterly and annual targets.
  • Navigate multi-stakeholder buying committees within finance functions, including CFOs, VPs of Finance, Controllers, and financial planning and analysis leaders, as well as information technology and security evaluators; build consensus and create bespoke proposals and business cases.
  • Manage longer, more complex upper-mid-market sales cycles with rigor, accurate Salesforce documentation, stakeholder mapping, and disciplined deal progression.

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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