Director of Account Management @ Datarails | Jobright.ai
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Datarails · 4 hours ago

Director of Account Management

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Financial ServicesFinTech
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Growth Opportunities
Hiring Manager
Gil Mor
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Responsibilities

Upsell Strategy Development: Create and execute a strategy to identify and drive upsell and cross-sell opportunities, focusing on new modules and additional capabilities within the Datarails platform.
Client Engagement: Establish strong relationships with clients, understanding their unique needs, and positioning Datarails’ solutions as the answer to their FP&A challenges.
Collaborative Selling: Partner with Sales, Customer Success, and Product teams to ensure seamless upsell processes and align efforts with customer success metrics.
Team Building: Based on success in this initial role, you will have the opportunity to hire, train, and mentor an Account Management team as the function expands, ensuring the team consistently achieves revenue targets and delivers exceptional client experiences.
Data-Driven Decision-Making: Leverage data and analytics to forecast upsell opportunities, monitor account health, and track performance against revenue goals.
Quota Ownership: Take ownership of revenue targets and play a critical role in meeting company growth objectives.
Client Advocacy: Act as a champion for client feedback, working closely with the product team to align new features and enhancements with client needs.

Qualification

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Account ManagementSalesCustomer SuccessUpsell Strategy DevelopmentClient EngagementData-Driven Decision-MakingCRM ToolsData Analysis PlatformsFP&A SoftwareHands-on ExecutionExceptional CommunicationRelationship-BuildingStrategic ThinkingLeadership Experience

Required

5+ years in Account Management, Sales, or Customer Success within B2B SaaS.
Proven success in driving upsell and cross-sell revenue and achieving growth targets.
Experience managing high-value client portfolios.
3+ years in a leadership role, with experience hiring and scaling teams - an advantage.
Ability to lead cross-functional initiatives.
Exceptional communication, relationship-building, and negotiation skills.
Strategic thinker with a hands-on approach to execution.
Proficiency with CRM tools (e.g., Salesforce) and data analysis platforms.

Preferred

Familiarity with FP&A software or SaaS-based financial tools is highly desirable.

Benefits

Top-of-the-line healthcare (medical, vision, and dental), with 100% paid coverage for you and 80-100% paid coverage for your dependents
Flexible paid time off including 12 paid company holidays, dedicated sick leave, and generous vacation time
Flexible hybrid or remote environment
Generous, meaningful equity
401k with up to 4% match
Perks include: mental health & wellness services, HSA + FSA, commuter benefits for hybrid employees, and more!

Company

Datarails

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Datarails is a financial planning and analysis platform for Excel users

Funding

Current Stage
Growth Stage
Total Funding
$103.5M
Key Investors
Qumra CapitalZeev VenturesInnovation Endeavors
2022-03-10Series B· $50M
2021-06-21Series A· $25M
2021-04-20Series A· $18.5M

Leadership Team

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Aviv Canaani
VP Marketing
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Or Farber
Head of Product
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Company data provided by crunchbase
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