Teams at Datarails

Advise finance professionals on budgeting, forecasting, financial modeling, and reporting; customize and validate customer data and Datarails platform setups; recommend process improvements; build long-term relationships; support renewals and upsell conversations.

Manage full sales cycle for a complex B2B SaaS Finance product, work with SDRs, engage finance leaders (CFO, VP Finance, Controllers), create bespoke proposals, hit quota and maintain CRM records.

Implement and configure financial planning solutions for clients: analyze and simplify models and data, advise on budgeting, forecasting, and reporting, validate and improve data quality, recommend process optimizations, gather requirements, and build strategic customer relationships to support financial reporting.