Implementation Consultant
P
PlanfulFinancial Software
Remote, North AmericaFull-TimeMiddle
Salary85,000 - 110,000 USD per year OTE
Apply NowOpens the employer's application page
Job Details
- Experience
- 3+ years
- Required Skills
- Project ManagementAccountingFinanceSaaS
Requirements
- 3+ years of hands-on experience in Accounting, Finance, FP&A, or related domains.
- Prior consulting or professional services experience, ideally in SaaS or enterprise software.
- Experience implementing financial systems, EPM/FPM platforms, or complex business applications is strongly preferred.
- Strong consultative mindset with the ability to balance customer needs and product best practices.
- Proven ability to communicate effectively with both technical teams and senior-level customer executives.
- Comfortable delivering a thoughtful, professional consultative no when needed.
- Ability to ramp quickly on new technologies.
- Collaborative team player with the ability to work independently and manage multiple priorities.
- Adaptable to diverse customers, industries, and project teams.
Responsibilities
- Assist with implementations of the Planful Financial Performance Management Suite, from design through go-live.
- Collaborate with customers to understand their financial processes and translate those requirements into effective, scalable Planful solutions.
- Guide customers toward best practices while thoughtfully challenging requirements that could limit long-term value or scalability.
- Ensure high-quality configuration, testing, validation, and rollout of the solution to drive adoption and measurable outcomes.
- Execute project deliverables in alignment with Planful’s Services methodology.
- Manage scope, timelines, and risks to ensure predictable, on-time project delivery.
- Drive services performance metrics, including customer satisfaction, utilization, and project margin.
- Lead customer and partner enablement sessions, including training, knowledge transfer, and post-implementation handoff.
- Build strong relationships with customer stakeholders, including finance leaders and senior executives.
- Serve as a cross-functional partner to Sales, Customer Success, and Product teams.
View Full Description & ApplyYou'll be redirected to the employer's site
