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As a Customer Success Manager, you will help finance professionals utilize the Datarails platform for effective reporting and data integration while maintaining client relationships and managing expectations.

The Customer Success Manager will advise finance professionals, customize the Datarails platform, train clients, and enhance customer outcomes through effective relationship management.

Datarails seeks a strategic Account Executive to manage the sales cycle, engage potential customers, and drive adoption of their financial planning solution.

Lead the planning, execution, and optimization of partner-related events, manage logistics, and ensure events drive revenue and relationship building.

Lead and expand partnerships with Private Equity firms, driving revenue and value through strategic alliances and collaboration with internal teams.

The Marketing Operations Specialist will optimize processes, manage data in HubSpot and Salesforce, and support marketing initiatives and automation tools.