FP&A Technical Account Manager

Description Come meet Datarails! We're a small (~350 employees globally) FP&A platform designed to streamline and automate data consolidation, reporting, and planning while allowing finance teams to continue using their own Excel spreadsheets and financial models. Datarails integrates with the most popular accounting software, ERPs, and CRMs to build a single source of truth, reduce risk, make informed decisions, and ensure stakeholders have the most reliable data at their fingertips! As a Solution Engineer at Datarails, you'll sit on the Customer Expansion team and work directly with our existing customer base to implement add-on modules and drive adoption of new products. You’ll serve as the technical expert on our full suite of offerings and partner closely with teams across product, marketing, and operations to shape go-to-market strategies and improve customer outcomes. This role is ideal for someone who is analytical, customer-focused, and comfortable wearing both a technical and strategic hat. This position is 100% remote position open to candidates in the United States. No sponsorship or relocation assistance is available. What You'll Do Partner with existing customers to design and implement additional products Act as the technical expert on our product suite, helping customers unlock new value from their Datarails investment 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 strong relationships with key customer stakeholders, including Controllers, Directors of Finance, and CFOs Develop and iterate on internal playbooks, resources, and processes for add-on product engagements. What You'll Bring 1–3 years of experience in software implementation, consulting, or similar customer-facing roles, finance or accounting background preferred Advanced Excel proficiency (formulas, VLOOKUP, PivotTables, Power Query, complex models) Strong communication and relationship-building skills - this role involves creating and managing business relationships with CFOs, VPs, Directors of Finance, and other customers from leading US companies, requiring the ability to engage in professional conversations, manage expectations, and guide customers to a positive outcome. Bachelor’s degree or equivalent experience What We Offer A collaborative, team-oriented environment, the ability to own your 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 401(k) plan with up to 4% match and HSA & FSA Options 100% paid medical, dental, and vision coverage for employees and 100% paid medical and 80% paid dental and vision coverage for dependents $540/year toward glasses, sunglasses, or contact lenses from XP Health for employees enrolled in any Guardian Vision plan 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 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. Datara