Solutions Consultant

About Datarails

Datarails is the company behind FinanceOS®, the operating system for enterprise-wide planning and execution. FinanceOS bridges the gap between the Office of the CFO and the operational side of the business, connecting finance, supply chain, RevOps, HR, and operations on one governed foundation of data, business logic, and workflows. Every team plans from the same numbers, AI agents turn those plans into action, and finance teams get to work from where they're most comfortable: web-based apps, Excel, or Google Sheets.

About the role

Join our dynamic team as a PreSales Solutions Consultant and play a pivotal role in driving the future of finance! This isn’t a demo-and-done seat. You’ll be the domain expert in the room: someone who has closed the books, built the forecast or run an S&OP process, and who can show a Controller, an FP&A leader, or a head of supply chain exactly how to level up their process with our solution.

Are you ready to showcase your expertise to CFOs, Controllers, and operations leaders and redefine how finance works with AI? Love Microsoft Excel (we do, too!)? This is an opportunity to apply your expertise and transform finance from a task-centric function into a value-added powerhouse.

This is a 100% remote position open to candidates in the United States. No sponsorship or relocation assistance is available.

What you'll do

• Engage in deep dives with CFOs, Controllers, FP&A leaders, and operations teams. Ask the right questions to understand their processes end to end, from source system to board pack, and map them to a tailored FinanceOS solution.
• Conduct captivating, tailored demos and deep dives built on the prospect’s own workflows
• Collaborate with internal teams to build Proofs of Concept, demo environments, and Datarails Studio apps that showcase the full capabilities and value of FinanceOS for each use case.
• Partner closely with Account Executives on deal strategy and solution design, and identify where additional FinanceOS modules (Cash Management, Month-End Close, Spend Control, Desk) and the AI Transformation Package expand value for the customer.
• Leverage your in-depth understanding of competitive products, including traditional FP&A, close, treasury, and BI platforms, to position Datarails effectively in sales presentations.
• Feed what you learn in the field back to Product and Marketing, and help build the use-case playbooks, demo assets, and value stories the wider team uses.

What we need/Requirements

• 5-8+ years of progressive experience in accounting/finance, controllership, FP&A, supply chain, or relevant solution consulting roles in the finance/supply chain industry.
• Deep, hands-on domain knowledge in at least two of the following, and working fluency in the third:
  • Controller: month-end close, reconciliations, consolidation, intercompany, FX, cash management and audit/SOX support.
  • FP&A: budgeting, forecasting, scenario planning, headcount planning, variance analysis and board/management reporting.
  • Supply chain and operations finance: inventory, COGS and margin analysis, and S&OP/IBP.
• Strong grasp of financial or supply chain planning applications + intermediate to advanced Excel skills.
• Curiosity about AI in finance and comfort demonstrating how AI tools work on governed financial data.
• 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 to audiences from CFOs to IT evaluators.
• Strong business acumen, collaborative skill set, and a team-oriented everyone-wins attitude.
• Bachelor's degree in Accounting, Business/Finance or Supply Chain.

What we offer

• A collaborative, team-oriented environment, the ability to own your schedule (work your local time zone), and the opportunity to grow at Datarails over many years
• 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 equity
• 401(k) plan with up to 4% match and HSA & FSA Options
• 100% paid medical, dental, and vision coverage for employees and 100% paid medical and 80% paid dental and vision coverage for dependents
• $540/year toward glasses, sunglasses, or contact lenses from XP Health for employees enrolled in any Guardian Vision plan
• Calm app membership
• Parental leave
• Flexible, generous sick time and PTO (we recommend 18-25 vacation days annually)
• 12 paid company holidays
• Life insurance
• CPA/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.