Financial Planning and Analysis Specialist

1 month ago


New York, New York, United States Datarails Full time
About Datarails

Datarails is a leading FinTech company that empowers finance teams to streamline their planning and analysis processes. Our innovative platform automates data consolidation, reporting, and planning, while enabling users to continue leveraging their Excel spreadsheets and financial models.

Job Summary

We are seeking a highly skilled and motivated Account Executive to join our team. As a key member of our sales team, you will be responsible for partnering with prospects to understand their unique needs and challenges, and driving the adoption of our complex solution.

Key Responsibilities
  • Develop and execute a sales strategy to achieve quarterly and annual quotas
  • Work closely with our SDR team to ensure their success in generating revenue opportunities
  • Liaise with finance professionals to understand their needs and create bespoke proposals and solutions
  • Utilize CRM tools such as Hubspot or Salesforce to manage sales activity and document progress
  • Collaborate with cross-functional teams to drive sales growth and customer satisfaction
Requirements
  • 2+ years of experience as an Account Executive selling complex B2B SaaS products to finance ICPs or selling financial services
  • Proven ability to over-achieve on sales quota
  • Strong time management and organizational skills, with the ability to prioritize multiple tasks and deadlines
  • Experience with CRM tools and sales enablement platforms
  • Ability to understand and synthesize technical and commercial needs of prospects
What We Offer
  • Competitive base salary range of $90-100k USD, with uncapped commission and accelerators
  • Top-of-the-line healthcare coverage, including medical, vision, and dental
  • Flexible and unlimited paid time off, with a flexible remote work environment
  • Generous equity package and 401k matching
  • Perks including mental health and wellness services, HSA and FSA, and commuter benefits

We are an equal opportunity employer and prioritize building a diverse and inclusive workplace. We provide equal employment opportunities to all employees and applicants, and do not discriminate based on race, color, religion, national origin, gender, age, sexual orientation, physical or mental disability, genetic information, or other non-job related characteristics.



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