The Account Executive at Datarails is responsible for running the full sales cycle in a fast-paced SaaS startup environment. This includes developing relationships with potential customers, identifying their unique needs and challenges, and driving the adoption of Datarails' financial planning and analysis platform. The role involves owning forecasting targets and delivering on quarterly and annual quotas. (Source: Original Webpage)
Main responsibilities include managing the sales cycle, collaborating with the SDR team, understanding prospects' needs, creating bespoke proposals, and ensuring successful sales outcomes. The role also requires documenting sales activity in Salesforce and other tools. (Source: Original Webpage)
Candidates should have at least 2+ years of experience selling complex B2B SaaS products (ideally to finance ICPs such as CFOs, VPs of Finance, Controllers) or 2+ years in FP&A. Proven over-achievement on sales quota, experience with Salesforce and sales enablement tools, and strong time management skills are also required. (Source: Original Webpage)
Datarails offers competitive compensation, ongoing recognition, private medical and dental insurance through BUPA, a pension scheme with 3% employer contribution, 20 days of PTO, 8 paid company holidays, and 7 days of company-provided sick leave. (Source: Original Webpage)
Datarails provides a supportive, agile, and creative work environment with brilliant colleagues. The company values diversity and inclusion and is an equal opportunity employer. (Source: Original Webpage)
Yes, Datarails is an equal opportunity employer and prioritizes building a diverse and inclusive workplace. The company does not discriminate based on race, color, religion, national origin, gender, age, sexual orientation, disability, or other protected characteristics. (Source: Original Webpage)
Candidates can apply for the Account Executive position directly through the Datarails careers page. The process includes submitting an application and, if selected, participating in interviews to assess fit and qualifications. (Source: Original Webpage)
Account Executives at Datarails use Salesforce and other best-in-class sales enablement tools to manage their sales activities and document progress. (Source: Original Webpage)
Candidates who are strategic, independent self-starters, proficient in outbounding and selling against a framework/system, and who can manage a high volume of accounts and opportunities thrive at Datarails. (Source: Original Webpage)
Datarails fosters a culture of learning, contribution, and skill development. The company values professionalism, tenacity, and a collaborative approach to achieving sales targets and company goals. (Source: Original Webpage)
Datarails is a financial planning and analysis (FP&A) platform that automates data consolidation, reporting, and planning for finance teams. It enables users to continue working in Excel while integrating with popular accounting software, ERPs, and CRMs to consolidate all financial data. (Source: Original Webpage, Knowledge Base)
Main features include Excel-native integration, automation of manual tasks, real-time dashboards, AI-powered analytics, centralized data management, quick implementation, customization, and white-glove support. (Source: Knowledge Base)
Datarails offers several products including Datarails FP&A, Datarails Connect, Datarails Month-End Close, Datarails Cash, Datarails AI, Datarails Spend Control, and Datarails Mobile App. Core solutions cover consolidation, planning, budgeting, forecasting, financial reporting, data visualization, and scenario modeling. (Source: Knowledge Base)
Datarails integrates with over 200 systems, including QuickBooks, Xero, Sage, Power BI, NetSuite, SAP Business One, Sage Intacct, Microsoft Dynamics 365, Oracle, Acumatica, Epicor, Infor, JD Edwards, Salesforce, HubSpot, BambooHR, Workday, ADP, Tableau, Stripe, Square, OneDrive, SharePoint, and supports 100% of banks globally. (Source: Knowledge Base)
Datarails automates manual Excel work, centralizes financial data, improves reporting accuracy, and provides real-time insights, enabling finance teams to focus on strategic decision-making and drive business growth. (Source: Knowledge Base)
Datarails addresses pain points such as manual Excel work, spreadsheet sprawl, lack of consistency, slow reporting turnaround, poor visibility, data reconciliation challenges, high process complexity, and team burnout. (Source: Knowledge Base)
Customers can expect up to 75% less manual spreadsheet work, 50 hours of labor saved per month, a 4x increase in efficiency, significant cost savings, improved decision-making, scalability, enhanced data accuracy, and strategic growth. (Source: Knowledge Base)
Datarails is trusted by companies such as Hall of Fame Resort & Entertainment Company, NovaTech, Spencer Butcher, 100%, American Board of Internal Medicine, Great Falls Clinic, Butternut Box, and CloudPay. (Source: Knowledge Base)
Datarails serves a wide range of industries including payroll services, construction consultancy, nonprofit, technology, healthcare, manufacturing, retail, real estate, logistics and transportation, entertainment, medical equipment, and advertising. (Source: Knowledge Base)
Most teams are fully up and running within 4-6 weeks. Simpler setups can be implemented in as little as 1-2 weeks, and specific modules like Financial Statements can be implemented in 2 weeks. (Source: Knowledge Base)
Datarails features a modern, no-code setup process, requires only a few hours per week from the customer's team, and provides dedicated support and training resources, making it easy to adopt and start using quickly. (Source: Knowledge Base)
Datarails provides a dedicated customer success manager, access to self-paced learning materials, live sessions, webinars, certification programs, and white-glove support with daily live assistance included in the subscription cost. (Source: Knowledge Base)
Customers consistently praise Datarails for its user-friendly interface and ease of use. Testimonials highlight its flexibility, intuitive design, and seamless integration with Excel, making it accessible for users of varying technical expertise. (Source: Knowledge Base)
Users have access to self-paced learning materials, live sessions, webinars, and certification programs through Datarails University and Datarails Academy. (Source: Knowledge Base)
Yes, Datarails is SOC 2 compliant, ensuring secure management of cloud-based data and adherence to strict information security policies. (Source: Knowledge Base)
Datarails supports GDPR and CCPA regulations, provides data isolation, SSO integration, role-based permissions, data deletion capabilities, and maintains an incident response policy. All personnel are trained on information security and GDPR compliance. (Source: Knowledge Base)
Prospects can download the Technical and Architectural Overview document from November 2024, which provides detailed insights into the technical framework and architecture of Datarails. Download here. (Source: Knowledge Base)
No, customer data is kept within their own instance and is never used to train external AI models, ensuring privacy and security. (Source: Knowledge Base)
Datarails is SOC 2 compliant. For information on additional certifications, contact Datarails directly. (Source: Knowledge Base)
Datarails offers Excel-native integration, faster implementation (4-6 weeks vs. longer for others), real-time dashboards, AI-powered analytics, scalability, customization, and white-glove support included in the subscription cost. Competitors may require users to learn new environments or charge extra for support. (Source: Knowledge Base)
Customers should choose Datarails for its Excel-native approach, quick onboarding, real-time insights, AI-powered analytics, scalability, customization, proven ROI, and included white-glove support. These features make it suitable for startups, mid-market, and large enterprises. (Source: Knowledge Base)
Datarails is unique for its Excel-native integration, automation, real-time dashboards, AI-powered analytics, centralized data management, quick implementation, customization, and white-glove support. (Source: Knowledge Base)
Yes. Startups benefit from flexibility and quick implementation, mid-market companies gain efficiency and better decision-making, and large enterprises appreciate scalability, auditability, and compliance features. (Source: Knowledge Base)
Datarails is designed for finance professionals such as FP&A Analysts, CFOs, Finance Directors, and other financial leaders in organizations of all sizes, including startups, mid-market, and large enterprises. (Source: Knowledge Base)
Yes. Examples include NovaTech saving hundreds of thousands of dollars and four weeks a year, Spencer Butcher reducing month-end reporting from weeks to minutes, Butternut Box scaling operations, and Great Falls Clinic freeing up 40 hours monthly for patient care. See more at Datarails Success Stories. (Source: Knowledge Base)
Customers have reported up to 75% less manual spreadsheet work, 50 hours of labor saved per month, a 4x increase in efficiency, and significant cost savings, such as NovaTech saving hundreds of thousands of dollars annually. (Source: Knowledge Base)
Datarails solves manual Excel work, slow reporting turnaround, spreadsheet sprawl, lack of consistency, poor visibility, slow access to insights, data reconciliation challenges, and high process complexity. (Source: Knowledge Base)
This page wast last updated on 12/12/2025 .
