FP&A Technical Account Manager

Datarails
United States
Workplace: RemoteFull timeUSD 90,000 - 110,000 annuallyFunction: Solutions Engineering & Sales EngineeringExperience: 1-3 yearsEducation: bachelorsSkills: ["Communication","Relationship-building","Customer focus","Stakeholder management"]

Own customer expansion by partnering with existing clients to implement add-on modules and drive adoption of new products. Serve as the technical expert across the full Datarails suite, advising on best practices for financial processes and reporting. Collaborate with Product, Marketing, and Operations to influence go-to-market initiatives and roadmap development while building strong relationships with finance stakeholders such as Controllers, Directors of Finance, and CFOs.

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FursaFursa
Datarails
Datarails
3 months ago

FP&A Technical Account Manager

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Last checked: 11 hours agoStatus: Live

Job Summary

Own customer expansion by partnering with existing clients to implement add-on modules and drive adoption of new products. Serve as the technical expert across the full Datarails suite, advising on best practices for financial processes and reporting. Collaborate with Product, Marketing, and Operations to influence go-to-market initiatives and roadmap development while building strong relationships with finance stakeholders such as Controllers, Directors of Finance, and CFOs.
Location: United States
Workplace: Remote
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Partner with existing customers to design and implement additional products.
  • •Act as the technical expert on the product suite to help customers unlock new value.
  • •Advise customers on best practices for financial processes and reporting within the Datarails ecosystem.
  • •Collaborate cross-functionally with Product, Marketing, and Operations to support strategic initiatives and influence roadmap development.
  • •Maintain relationships with key customer stakeholders and develop internal playbooks for add-on engagements.

Pay and Benefits

Salary: USD 90,000 - 110,000 annually
Perks:Health InsuranceDentalVision401kPaternity LeaveLife Insurance

Key Requirements

  • •1–3 years of experience in software implementation, consulting, or a similar customer-facing role (finance or accounting background preferred).
  • •Advanced Excel proficiency, including formulas, VLOOKUP, PivotTables, Power Query, and complex models.
  • •Strong communication and relationship-building skills with senior finance stakeholders (CFOs, VPs, Directors of Finance).
  • •Bachelor’s degree or equivalent experience.
  • •Comfort balancing technical expertise with strategic, customer-focused ownership.
Experience:1-3 yearsSoftware implementationConsultingFinanceAccountingCustomer-facing
Education:Bachelor's
Skills:CommunicationRelationship-buildingCustomer focusStakeholder management
Languages:English
Tech Stack:ExcelVLOOKUPPivotTablesPower QueryAIAutomationIntegrations

Company Brief

Datarails
Provides an FP&A platform that automates budgeting, forecasting, reporting, and financial planning for finance teams. It connects data from spreadsheets and business systems to help organizations analyze performance and make faster decisions.
Industry: SaaS
Company Size: Medium (51 to 250 employees)
Growth: Scaleup
Headquarters: New York, United States
Founded: 2015
WebsiteLinkedIn