Datarails

Build and grow strategic partnerships with Private Equity firms to generate revenue and value. | 5+ years in alliances or business development with experience in private equity or financial ecosystems, strong negotiation and stakeholder management skills. | This a Full Remote job, the offer is available from: New York (USA) Description We are looking for a Partnerships Manager to lead and expand our partnerships strategy with Private Equity (PE) firms. This role is responsible for sourcing, closing, and growing high-impact alliances that generate revenue and unlock long-term value. The ideal candidate will bring 5–8 years of experience building strategic partnerships, with a proven track record in driving growth through financial services or investment ecosystems. We’re looking for someone who understands the Private Equity landscape, can build credibility with senior stakeholders, and has the commercial acumen to turn partnerships into revenue. What You'll Do • Build and grow relationships with Private Equity firms, positioning our platform as a value driver for their portfolio companies. • Identify, negotiate, and close partnerships with leading PE firms to deliver mutual commercial value. • Own the full lifecycle of the partnership — from sourcing and onboarding partners through enablement, portfolio activation, and ongoing growth. • Partner closely with internal teams (Sales, CS, Solutions Consulting, Product, Marketing) to align PE initiatives with company-wide growth objectives. • Deliver product expertise to PE partners, ensuring they understand the value and can confidently recommend our solution across their portfolios. • Be an activation expert, quickly turning signed PE partnerships into portfolio adoption and measurable revenue. • Collaborate with Marketing to design co-marketing strategies including portfolio-focused events, webinars, and thought leadership campaigns. • Provide guidance to and work effectively across the internal stakeholders, including AE team, solutions consulting, and customer success teams • Develop scalable playbooks and partner programs to replicate success across new PE relationships. • Track and report on pipeline, partner-sourced revenue, and portfolio impact, ensuring transparency and accountability in results. Requirements • 5+ years of experience in alliances or business development, managing private equity & venture capital partners at fast growing startups, ideally with exposure to financial services ecosystems. • Experience in building PE relationships from scratch and running co-marketing initiatives successfully that leads to high revenue generation. • Strong understanding of how PE firms operate and how they drive value across portfolio companies. • Proven success in acquiring and scaling strategic partnerships that drive measurable revenue. • Exceptional commercial instincts and ability to negotiate complex, multi-stakeholder partnerships. • Strong network within the PE or investment community. • Skilled in partner enablement, portfolio engagement, and building scalable go-to-market strategies. • Comfortable operating in high-growth, fast-paced, and sometimes ambiguous environments. • Excellent communication and executive presence, able to build trust with senior partners and C-level audiences. • Strong planning and analytical skills; able to prioritize and execute across competing initiatives. • Bachelor’s degree • Familiarity with FP&A, finance tech solutions is an advantage. What We Offer • The OTE for this role is $180-220k USD, depending on the experience. • Meaningful equity • US: 401(k) plan with up to 4% match and HSA & FSA Options • Canada: RRSP with up to 4% match • US: 100% paid medical, dental, and vision coverage for employees and 100% paid medical and 80% paid dental and vision coverage for dependents • US: $540/year toward glasses, sunglasses, or contact lenses from XP Health for employees enrolled in any Guardian Vision plan • Canada: Extended health, vision, and dental through Manulife (Manulife Gold plan) and virtual healthcare from Dialogue via Manulife. • Calm app membership • Parental 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 EEO Statement 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. Datarails’ policy is to comply with all applicable laws related to nondiscrimination and equal opportunity and will not tolerate discrimination or harassment based on any of these characteristics. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. This offer from "Datarails" has been enriched by Jobgether.com and got a 72% flex score.

Engage with CFOs and finance teams to understand FP&A needs, conduct demos, develop POCs, collaborate with sales, and assist with proposals. | 5-8+ years in accounting/finance or relevant sales engineering in finance, strong financial application knowledge, consultative sales skills, and a bachelor's degree preferred. | Description: • Engage in deep dives with CFOs and finance teams • Ask the right questions to understand their FP&A business requirements, internal processes, and customize their Datarails experience • Conduct captivating product demos and deep dives with finance teams, understanding their pain points and identifying complementary solutions • Collaborate with internal teams to develop Proof of Concepts (POCs) that showcase the capabilities and value of Datarails • Partner closely with the sales team, evaluating and assisting in sales strategies and providing solution recommendations • Leverage your in-depth understanding of competitive products and technologies to position Datarails effectively in sales presentations • Assist in the development of proposals and responses to RFI and RFP documents Requirements: • 5-8+ years of progressive experience in accounting/finance, FP&A, or relevant sales engineering roles in the finance industry • Strong grasp of financial applications, including budgeting, planning, forecasting, month-end close, financial reporting, and consolidation platforms + intermediate to advanced Excel skills • Ability to gather and understand potential customers' requirements, using a consultative approach to effectively demonstrate how Datarails meets their needs • Excellent presentation skills, with the ability to communicate complex concepts effectively and clearly • Strong business acumen, collaborative skill set, and a team-oriented everyone-wins attitude • Understanding of budgeting, forecasting, and reporting processes across multiple industries such as manufacturing, services, banking, insurance, etc., a plus • Bachelor's degree in Accounting or Business/Finance, a plus Benefits: • Meaningful equity • US: 401(k) plan with up to 4% match and HSA & FSA Options • Canada: RRSP with up to 4% match • US: 100% paid medical, dental, and vision coverage for employees and 100% paid medical and 80% paid dental and vision coverage for dependents • US: $540/year toward glasses, sunglasses, or contact lenses from XP Health for employees enrolled in any Guardian Vision plan • Canada: Extended health, vision, and dental through Manulife (Manulife Gold plan) and virtual healthcare from Dialogue via Manulife • 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

Engage with CFOs and finance teams to understand FP&A requirements, conduct demos, develop POCs, assist sales strategies, and respond to RFI/RFPs. | 5-8+ years in accounting/finance or relevant sales engineering roles with strong financial application knowledge and excellent presentation and consultative skills. | Datarails is the financial planning and analysis platform that automates data consolidation, reporting and planning while enabling finance teams to continue using their own Excel spreadsheets and financial models. Datarails integrates with the most popular accounting software, ERPs, and CRMs so all your data can be consolidated. Reduce risk, make informed decisions, and ensure stakeholders have the most reliable data at their fingertips. Transform your Excel into a lean, mean, FP&A machine. Join our dynamic team as a PreSales FP&A Solutions Consultant and play a pivotal role in driving the future of FP&A!Are you ready to showcase your skills to CFOs and revolutionize finance? Love Microsoft Excel (we do, too!)? This is an opportunity to apply your expertise and transform FP&A from a task-centric function to a value-added powerhouse.This is a 100% remote position.What you'll do:Engage in deep dives with CFOs and finance teams. Ask the right questions to understand their FP&A business requirements, internal processes, and customize their Datarails experience.Conduct captivating product demos and deep dives with finance teams, understanding their pain points and identifying complementary solutions.Collaborate with internal teams to develop Proof of Concepts (POCs) that showcase the capabilities and value of Datarails.Partner closely with the sales team, evaluating and assisting in sales strategies and providing solution recommendations.Leverage your in-depth understanding of competitive products and technologies to position Datarails effectively in sales presentations.Assist in the development of proposals and responses to RFI and RFP documents.What we need/Requirements:5-8+ years of progressive experience in accounting/finance, FP&A, or relevant sales engineering roles in the finance industry.Strong grasp of financial applications, including budgeting, planning, forecasting, month-end close, financial reporting, and consolidation platforms + intermediate to advanced Excel skillsAbility to gather and understand potential customers' requirements, using a consultative approach to effectively demonstrate how Datarails meets their needs.Excellent presentation skills, with the ability to communicate complex concepts effectively and clearly.Strong business acumen, collaborative skill set, and a team-oriented everyone-wins attitude.Understanding of budgeting, forecasting, and reporting processes across multiple industries such as manufacturing, services, banking, insurance, etc., a plusBachelor's degree in Accounting or Business/Finance, a plus.What we offer:The target OTE for this role is $140-190k USD (base salary ~110-140k). Multiple factors, including prior experience, skill set, and location, determine final offer amounts.Meaningful equityUS: 401(k) plan with up to 4% match and HSA & FSA OptionsCanada: RRSP with up to 4% matchUS: 100% paid medical, dental, and vision coverage for employees and 100% paid medical and 80% paid dental and vision coverage for dependentsUS: $540/year toward glasses, sunglasses, or contact lenses from XP Health for employees enrolled in any Guardian Vision planCanada: Extended health, vision, and dental through Manulife (Manulife Gold plan) and virtual healthcare from Dialogue via Manulife.Calm app membershipPaternity leaveFlexible, unlimited sick time and PTO (we recommend 18-25 vacation days annually)12 paid company holidaysLife insuranceCPA/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. Datarails’ policy is to comply with all applicable laws related to nondiscrimination and equal opportunity and will not tolerate discrimination or harassment based on any of these characteristics. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Lead and manage a team of implementation CSMs, oversee multiple implementation projects, serve as escalation point, and collaborate with sales and product teams to improve processes. | 5+ years industry experience with 1.5+ years at Datarails in customer-facing roles, strong communication and mentorship skills, deep understanding of Datarails products and internal relationships. | Description: • Manage and lead a team of implementation CSMs, including hiring, training, coaching, mentorship, and performance reviews. • Oversee multiple implementation projects, project plans, timelines, and scoped hours; be technical focal point and review/approve implementation completion and handoff. • Serve as escalation point for customers and team members; conduct status meetings and provide project updates; maintain a small portfolio (~2-4) of customers. • Collaborate with sales, live, and product teams; provide product feedback; participate in Product expert group; improve implementation playbook and subprocesses. Requirements: • 5+ years of industry experience and/or 1.5+ years of experience at Datarails, ideally in a customer-facing role. • Ability to operate independently and work with management to improve the organization operations. • History of building and maintaining strong collegial relationships, knowledge-sharing, and mentorship of team members. • Preference for candidates with experience as an onboarding buddy for new hires. • Strong communication skills; navigate difficult conversations and raise red flags. • Strong customer skills; able to serve as an escalation point and take point on challenging implementations. • In-depth understanding of Datarails products, sales, and processes. • Demonstrated track record of success in current role within Datarails. • Strong relationships with key internal stakeholders and deep understanding of the company's customer base. Benefits: • Meaningful equity • US: 401(k) plan with up to 4% match and HSA & FSA Options • Canada: RRSP with up to 4% match • US: 100% paid medical, dental, and vision coverage for employees and 100% paid medical and 80% paid dental and vision coverage for dependents • US: $540/year toward glasses, sunglasses, or contact lenses from XP Health for employees enrolled in any Guardian Vision plan • Canada: Extended health, vision, and dental through Manulife (Manulife Gold plan) and virtual healthcare from Dialogue via Manulife. • 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