CX Solution Architect

This is a fully remote position, open to applicants in North America.

📋 Description

• Act as a trusted advisor to clients, assisting them in continuously enhancing their utilization of Planful’s Financial Performance Management Suite.

• Collaborate with Customer Success, Renewal, and Account Managers to promote adoption, value realization, and the long-term health of key accounts.

• Facilitate strategic discovery and solution alignment sessions to comprehend evolving client objectives and pinpoint optimization opportunities.

• Offer best practice recommendations on financial planning, closing, and reporting processes to boost efficiency and effectiveness.

• Evaluate existing client configurations and propose improvements that align with current and future business needs.

• Assist clients with change management initiatives, ensuring the successful implementation of new processes and capabilities.

• Proactively identify risks, gaps, and opportunities, providing actionable insights to enhance outcomes.

• Serve as an escalation point for complex functional challenges, concentrating on root cause analysis and long-term solutions.

• Work collaboratively across functions with Product and Engineering to advocate for customer needs and impact roadmap priorities.

• Cultivate strong relationships with key stakeholders to become a long-term strategic partner in their financial transformation journey.

⛳️ Requirements

• Over 5 years of experience in Accounting or FP&A, with familiarity in financial reporting, budgeting, consolidations, and/or close management.

• Practical experience with financial planning and reporting processes.

• Background in Financial Management or EPM software in a functional, advisory, or post-implementation role.

• Strong executive presence with the capability to influence and advise senior stakeholders.

• Customer-focused mindset with a proactive approach to enhancing customer outcomes.

• Excellent analytical thinking and problem-solving skills, with the ability to transform business needs into scalable solutions.

• Highly organized, capable of managing multiple customer engagements and priorities concurrently.

🏝️ Benefits

• Volunteer days, Birthday PTO, and company-wide Wellness Days.

• Provision of diapers and meal deliveries for the first month of your Maternity/Paternity leave.

• Team off-sites in exciting locations such as New York, Sonoma, Nashville, Palm Springs, and our San Francisco headquarters.

• Office hubs in San Francisco, Toronto, and London, along with benefits like home office setup, and monthly reimbursements for wifi and cell phone for remote employees.

• Join Employee Resource Groups like Women of Planful, Parents of Planful, and more, as we celebrate individuality and encourage teammates to bring their authentic selves to work—fully supporting the creation of new ERGs and communities along the way.

• Engage in People Programs that promote connection and wellbeing, such as Movember, Summer Wellness, Breast Cancer Awareness Month, and Hispanic Heritage Month.