Account Manager

Datarails
United States
Workplace: RemoteFull timeUSD 80,000 - 100,000 annuallyFunction: Customer Success & Account ManagementExperience: 2-4 yearsSkills: ["Communication","Relationship-building","Presentation","Organization","Attention to detail"]

Own and grow a portfolio of existing SaaS customers by driving expansion revenue through upsells and cross-sells. You’ll partner with Customer Success and engage Solutions Consultants or Product to close deals, ensure strong product adoption, and run Quarterly Business Reviews to surface new opportunities. Forecast expansion pipeline in Salesforce, multi-thread stakeholders across verticals, and use field feedback to shape go-to-market strategies for finance teams leveraging FP&A use cases.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Datarails
Datarails
6 months ago

Account Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 1 hour agoStatus: Live

Job Summary

Own and grow a portfolio of existing SaaS customers by driving expansion revenue through upsells and cross-sells. You’ll partner with Customer Success and engage Solutions Consultants or Product to close deals, ensure strong product adoption, and run Quarterly Business Reviews to surface new opportunities. Forecast expansion pipeline in Salesforce, multi-thread stakeholders across verticals, and use field feedback to shape go-to-market strategies for finance teams leveraging FP&A use cases.
Location: United States
Workplace: Remote
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Own and manage a book of business across various verticals.
  • •Develop account growth strategies and multi-thread key stakeholders.
  • •Identify and close upsell and cross-sell opportunities.
  • •Partner with Customer Success to drive product adoption and satisfaction.
  • •Run QBRs and forecast expansion pipeline in Salesforce; manage deal progression and collaborate with Marketing and Product on go-to-market feedback.

Pay and Benefits

Salary: USD 80,000 - 100,000 annually
Equity and Bonus:Equity
Perks:401kHealth InsuranceVisionDentalPaid LeaveParental LeaveMedical

Key Requirements

  • •2–4 years of experience in account management, customer success, or sales in a SaaS environment.
  • •Proven track record driving account growth and achieving expansion quotas.
  • •Proficiency with Salesforce and common SaaS sales tools such as Gong, Outreach, and ZoomInfo.
  • •Exceptional communication, relationship-building, and presentation skills.
  • •Highly organized with strong attention to detail and pipeline hygiene.
Experience:2-4 yearsSaaS
Skills:CommunicationRelationship-buildingPresentationOrganizationAttention to detail
Tech Stack:SalesforceGongOutreachZoomInfo

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