$90K - 130K a year
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
This job posting was last updated on 10/6/2025