Implementation Consultant
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Job Description
Implementation Consultant at Planful managing onboarding and deployment of financial performance software for varied customers. Engage with stakeholders to ensure satisfaction and best practices for scalability and adoption.
Responsibilities:
- Lead end-to-end implementations of the Planful Financial Performance Management Suite, from design through go-live.
- Partner 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 projects in alignment with Planful’s Services methodology, contributing to continuous improvement of delivery standards and tools.
- 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 to ensure a seamless customer experience.
- Support the Sales organization through solution scoping, Statements of Work (SOWs), and Proofs of Concept (POCs).
- Provide feedback from the field to inform product enhancements, services offerings, and customer experience initiatives.
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.
- Bachelor’s degree in Accounting, Finance, or a related field preferred.
- 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.
Benefits:
- Volunteer days, Birthday PTO, and company-wide Wellness Days
- Supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave
- Team off-sites in exciting destinations like New York, Sonoma, Nashville, Palm Springs, and our San Francisco headquarters
- Office hubs in San Francisco, Toronto, and London. We also offer benefits such as home office setup, and monthly wifi and cell phone reimbursements for remote employees
- Join Employee Resource Groups like Women of Planful, Parents of Planful, and more. We celebrate individuality and encourage teammates to bring their authentic selves to work - with full support for creating new ERGs and communities along the way
- Participate in People Programs that foster connection and wellbeing, such as Movember, Summer Wellness, Breast Cancer Awareness Month, and Hispanic Heritage Month
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