Account Executive

About the role

Datarails is on the lookout for an Account Executive to oversee the entire sales process for its innovative AI-driven finance platform. This position focuses on establishing strong relationships with customers, comprehending their unique needs, and achieving both quarterly and annual sales objectives. As part of a rapidly growing startup, you will work in a fully remote environment, contributing to the company's success from anywhere in the United States.

Key facts

What you'll do

• Take charge of the entire sales process, from the initial outreach to closing deals, within a fast-paced startup atmosphere.
• Partner with the Sales Development Representative (SDR) team to identify and secure new revenue opportunities.
• Interact with finance professionals to gain insights into their specific requirements and deliver customized solutions and proposals.
• Keep precise records of sales activities using CRM systems and various sales tools to ensure transparency and efficiency.
• Develop and maintain a robust pipeline of prospective clients, ensuring consistent follow-up and engagement.
• Conduct product demonstrations and presentations to showcase the value of Datarails' offerings to potential clients.
• Collaborate with cross-functional teams, including marketing and product development, to align sales strategies with overall business goals.
• Analyze market trends and competitor activities to identify new opportunities and refine sales tactics.
• Prepare and deliver sales forecasts and reports to senior management, providing insights into sales performance and market dynamics.
• Cultivate long-term relationships with clients to encourage repeat business and referrals.
• Attend industry events and conferences to network and promote Datarails' solutions.
• Continuously seek feedback from clients to improve service delivery and product offerings.

Requirements

• A minimum of 3 years of experience as an Account Executive, specifically in selling complex B2B SaaS products, ideally to finance executives (CFOs, VPs of Finance, Controllers), or in the financial services sector.
• Alternatively, candidates with 3 or more years of experience in Financial Planning and Analysis (FP&A) will be considered.
• Proven track record of consistently surpassing sales targets and quotas.
• Exceptional time management abilities to effectively juggle a large number of accounts and sales opportunities.
• Familiarity with CRM systems such as HubSpot or Salesforce, along with other sales enablement tools.
• Strong aptitude for understanding and articulating the technical and business needs of potential clients, guiding them toward suitable solutions.
• A self-driven and strategic mindset, capable of working independently, including engaging in outbound sales and structured selling techniques.

Nice to have

• Experience in the finance or accounting software industry.
• Familiarity with AI technologies and their application in finance.
• Previous experience working in a startup environment.
• Strong negotiation skills and the ability to influence decision-makers.
• Knowledge of financial regulations and compliance issues relevant to the industry.

Skills & tools

• Proficient in Salesforce and HubSpot for managing sales processes and customer relationships.
• Familiarity with data analytics tools to assess sales performance and market trends.
• Strong communication and presentation skills to effectively convey product value to clients.
• Ability to work collaboratively within a remote team environment.

Practical notes

• This position is entirely remote, allowing you to work from anywhere within the United States.
• Please note that there is no visa sponsorship or relocation assistance provided for this role.
• The base salary for this position ranges from $90,000 to $100,000 USD, with the potential for generous on-target earnings (OTE). The final compensation package will be determined based on experience, value, and geographical location.
• Benefits include meaningful equity in the company, a 401(k) plan with up to a 4% match, options for Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA), and comprehensive medical, dental, and vision coverage for employees, along with significant coverage for dependents.
• Additional perks include $540 annually for eyewear through XP Health, paternity leave, unlimited flexible sick time, and a recommended annual vacation of 18-25 days, along with 12 paid company holidays. Life insurance and reimbursement for CPA/CFA license renewals are also included in the benefits package.

About the company

A financial technology company built tools for organizing and preparing corporate data for AI. Its platform serves as a finance operating system. The focus is on consolidation and governance of financial information. Establishment happened in 2015. Corporate base is New York City. Legal presence is Delaware. These core details define the entity. Businesses rely on this structure to streamline financial workflows while enabling safe integration with advanced analytical tools.