Senior Solutions Consultant

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

📋 Description

• Assist in the sales cycle by delivering tailored product demonstrations, conducting proofs of concept, facilitating discovery sessions, and leading hands-on workshops.

• Engage in consultative discussions with potential customers regarding challenges in FP&A, accounting, consolidation, reporting, and analytics.

• Showcase industry knowledge and domain expertise alongside EPM best practices.

• Illustrate the business advantages and value of Planful’s solutions in relation to customer objectives and challenges.

• Collaborate with Account Executives to enhance the evaluation and qualification of customer opportunities.

• Convert business requirements into solution narratives that demonstrate how Planful can enhance planning, closing, reporting, and decision-making processes.

• Remain updated on product improvements, industry best practices, and EPM market trends.

• Work in conjunction with Sales, Product, Customer Success, and Enablement teams.

• Offer innovative ideas and suggestions throughout the sales cycles and internal initiatives.

⛳️ Requirements

• Previous experience with EPM, CPM, FP&A, consolidation, planning, budgeting, forecasting, or financial reporting tools.

• Over 3 years of experience in selling EPM solutions, ideally in pre-sales, solution consulting, sales engineering, or similar customer-facing positions.

• Strong understanding of FP&A and/or accounting standards, processes, and challenges faced by finance teams.

• Capability to comprehend and articulate business and technical matters associated with proposed solutions.

• Demonstrated success in delivering product demonstrations and presentations to audiences in finance, accounting, and executive roles.

• Excellent written, verbal, organizational, and time management skills.

• Ability to follow through on plans, demonstrate accountability, and manage multiple priorities and opportunities.

• Experience with cloud-based finance, ERP, BI, or analytics solutions is advantageous.

• A collaborative attitude, curiosity, and enthusiasm for assisting customers in modernizing their financial performance management.

🏝️ Benefits

• Two volunteer days annually.

• Paid time off on your birthday.

• Quarterly company Wellness Days.

• Three months' supply of diapers and meal deliveries during the first month of maternity/paternity leave.

• Annual Planful Palooza, an in-person, company-wide culture kickoff event.

• Team-specific offsite events.

• Home office setup assistance.

• Monthly reimbursements for wifi and cell phone expenses.

• Company-wide mentorship program with executive sponsorship from the CFO.

• Monthly training programs tailored for managers.

• Employee Resource Groups.

• Commission opportunities.

• Equity options.

• Comprehensive benefits package.

• Access to wellbeing resources.