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Implementation Consultant

Skills
Software As A ServiceAdoptionContinuous ImprovementCustomer SuccessFinancial SystemsPlaysProfessional Services
Role

What the job involves

The main requirements, responsibilities and hiring steps.

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 to protect customer outcomes
  • Ability to ramp quickly on new technologies in a high-growth evolving environment
  • Collaborative team player with the ability to work independently and manage multiple priorities
  • Adaptable to diverse customers industries and project teams

Nice to have

  • Consultative mindset
  • Technical aptitude
  • Financial acumen
  • Collaborative team player
  • Adaptable

Day to day

  • Assist with implementations of the Planful Financial Performance Management Suite from design through go-live.
  • Collaborate with customers to understand financial processes and translate requirements into scalable Planful solutions.
  • Lead enablement sessions and build strong stakeholder relationships to drive adoption and measurable outcomes.