Description Come meet Datarails! We're a fast-growing (~300 employees globally) FP&A platform designed to streamline and automate data consolidation, reporting, and planning—all while letting finance teams keep using Excel. Our solution integrates with top accounting systems, ERPs, and CRMs to give finance teams a single source of truth, helping them reduce risk, drive decisions, and ensure the right data is always at their fingertips.

As a Solution Engineer at Datarails, you'll sit on the Customer Expansion team and work directly with our existing customer base to implement add-on modules and drive adoption of new products. You’ll serve as the technical expert on our full suite of offerings and partner closely with teams across product, marketing, and operations to shape go-to-market strategies and improve customer outcomes. This role is ideal for someone who is analytical, customer-focused, and comfortable wearing both a technical and strategic hat.

This position is 100% remote-based anywhere in the United States or Canada. No sponsorship or relocation assistance is available. What You'll Do

• Partner with existing customers to design and implement additional products
• Act as the technical expert on our product suite, helping customers unlock new value from their Datarails investment
• Advise customers on best practices for financial processes and reporting within the Datarails ecosystem
• Collaborate cross-functionally with Product, Marketing, and Operations to support strategic initiatives and influence roadmap development
• Maintain strong relationships with key customer stakeholders, including Controllers, Directors of Finance, and CFOs
• Develop and iterate on internal playbooks, resources, and processes for add-on product engagements.

Requirements

• 1–3 years of experience in software implementation, consulting, or similar customer-facing roles, finance or accounting background preferred
• Advanced Excel proficiency (formulas, VLOOKUP, PivotTables, Power Query, complex models)
• Strong communication and relationship-building skills - this role involves creating and managing business relationships with CFOs, VPs, Directors of Finance, and other customers from leading US companies, requiring the ability to engage in professional conversations, manage expectations, and guide customers to a positive outcome.
• Bachelor’s degree or equivalent experience

What We Offer

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.