Director of Account Management

February 21

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Datarails

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Datarails is a financial planning and analysis platform tailored for Excel users. It offers a software solution that automates data consolidation, financial reporting, and budgeting while allowing finance teams to maintain their own Excel spreadsheets and financial models. The platform integrates with popular accounting, ERP, and CRM systems to consolidate data in one place. Using AI, Datarails provides advanced tools such as scenario modeling and data visualization, enabling users to make informed business decisions quickly. It's designed to save time on repetitive tasks so finance professionals can focus on strategic insights.

201 - 500 employees

☁️ SaaS

💸 Finance

🤖 Artificial Intelligence

📋 Description

• The Director of Account Management will drive revenue growth by fostering deeper client relationships and leading upsell and cross-sell initiatives. • This role will create strategies to maximize customer lifetime value and position Datarails as an indispensable partner in clients' FP&A transformation. • You will design the framework for account management, lead client-facing engagements, and build a team to scale the function as the business grows. • Create and execute a strategy to identify and drive upsell and cross-sell opportunities. • Establish strong relationships with clients, understanding their unique needs and positioning Datarails’ solutions as the answer to their FP&A challenges. • Partner with Sales, Customer Success, and Product teams for seamless upsell processes. • Hire, train, and mentor an Account Management team as the function expands. • Leverage data and analytics to forecast upsell opportunities and monitor account health. • Take ownership of revenue targets and play a critical role in meeting company growth objectives. • Act as a champion for client feedback, working closely with the product team.

🎯 Requirements

• 5+ years in Account Management, Sales, or Customer Success within B2B SaaS. • Proven success in driving upsell and cross-sell revenue and achieving growth targets. • Experience managing high-value client portfolios. • 3+ years in a leadership role, with experience hiring and scaling teams - an advantage. • Ability to lead cross-functional initiatives. • Exceptional communication, relationship-building, and negotiation skills. • Strategic thinker with a hands-on approach to execution. • Proficiency with CRM tools (e.g., Salesforce) and data analysis platforms. • Familiarity with FP&A software or SaaS-based financial tools is highly desirable.

🏖️ Benefits

• Top-of-the-line healthcare (medical, vision, and dental), with 100% paid coverage for you and 80-100% paid coverage for your dependents. • Flexible paid time off including 12 paid company holidays, dedicated sick leave, and generous vacation time. • Flexible hybrid or remote environment. • Generous, meaningful equity. • 401k with up to 4% match. • Perks include: mental health & wellness services, HSA + FSA, commuter benefits for hybrid employees, and more!