Description
None
About The Role
As an Associate Account Manager at Datarails, you’ll play a key role in supporting and growing our existing customer base. Working closely with senior Account Managers and Customer Success, you’ll help ensure customers see continued value from the Datarails platform while identifying opportunities for expansion through upsells and cross-sells. This is a great opportunity for someone early in their SaaS sales career who’s eager to build strong customer relationships, learn from experienced peers, and develop into a full Account Manager role.
What You'll Do
Manage a smaller portfolio of existing customer accounts across various verticals
Support account growth strategies by identifying and qualifying potential upsell and cross-sell opportunities
Partner closely with Customer Success Managers to drive product adoption and customer satisfaction
Participate in Quarterly Business Reviews (QBRs) and assist in preparing materials that demonstrate value and ROI
Maintain accurate deal tracking and forecasting within Salesforce
Collaborate with Marketing and Product to share customer feedback and help improve go-to-market efforts
Continue developing a strong understanding of the Datarails platform and FP&A use cases
Requirements
None
What We Need
1–2 years of experience in Account Management, Customer Success, or Sales within a SaaS or technology company (internships or SDR experience welcome)
Demonstrated ability to build relationships and communicate effectively with customers
Strong organizational skills and attention to detail, particularly with CRM and pipeline management
Eagerness to learn and grow within a high-performing revenue team
Familiarity with Salesforce, Excel, and common SaaS tools (e.g., Gong, Outreach, ZoomInfo)
Interest in financial software or experience engaging with finance teams (CFOs, FP&A, or Controllers) is a plus
What We Offer
A collaborative, team-oriented environment, the ability to own your own schedule (work your local time zone), and the opportunity to grow at Datarails over many years
Base compensation - The target base salary range will be between $90-110k USD per year, based on multiple factors including prior experience, skills, and location. We are open to candidates with varying levels of experience.
Meaningful equity
US: 401(k) plan with up to 4% match and HSA & FSA Options
Canada: RRSP with up to 4% match
US: 100% paid medical, dental, and vision coverage for employees and 100% paid medical and 80% paid dental and vision coverage for dependents
US: $540/year toward glasses, sunglasses, or contact lenses from XP Health for employees enrolled in any Guardian Vision plan
Canada: Extended health, vision, and dental through Manulife (Manulife Gold plan) and virtual healthcare from Dialogue via Manulife.
Calm app membership
Paternity leave
Flexible, unlimited sick time and PTO (we recommend 18-25 vacation days annually)
12 paid company holidays
Life insurance
CPA/CFA license renewal reimbursement
EEO Statement
We want to make sure everyone has an equal chance to participate and make a difference. Datarails is an equal opportunity employer and prioritizes building a diverse and inclusive workplace. We provide equal employment opportunities to all employees and applicants of any type and do not discriminate based on race, color, religion, national origin, gender, age, sexual orientation, physical or mental disability, genetic information or characteristic, gender identity and expression, veteran status, or other non-job related characteristics or other prohibited grounds specified in applicable federal, state, and local laws. Datarails’ policy is to comply with all applicable laws related to nondiscrimination and equal opportunity and will not tolerate discrimination or harassment based on any of these characteristics. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
