Associate Account Manager

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.

• 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

• 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

• 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 OTE for this position will be between $90-$120k USD per year (base salary between $60-$80k USD), 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
• Parental 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 

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.