Senior Solution Consultant

Summary

Join Planful as a Senior Solution Consultant and become a subject matter expert, guiding prospective customers through the evaluation of their needs and showcasing Planful's solutions. You will support the sales cycle with product demonstrations, proofs of concept, and workshops. Leveraging your expertise in FP&A and cloud-based software, you will confidently present Planful's value proposition to potential clients. This role requires strong communication, presentation, and organizational skills, along with a minimum of 5 years of experience in multi-product solution selling within the cloud-based FP&A and consolidation sector. Planful offers a comprehensive benefits package including full medical, dental, vision, life insurance, 401k, generous parental leave, flexible working hours, and a vibrant company culture.

Requirements

• 5+ years in multi-product solution selling within the cloud-based FP&A and consolidation sector, or other similar application softwares focused on finance
• Working knowledge of Financial Planning and Analysis and/or Accounting standards and practices and the associated challenges and pains experienced by finance and the broader business
• Able to understand and explain business and technical issues related to Customer’s proposed solution
• Outstanding communication (written and oral), organizational and time management skills
• Ability to execute to a plan and demonstrate ownership
• Strong executive presence and presentation skills
• Ability to prioritize opportunities and tasks

Responsibilities

• Support the sales cycle for solution based activities through customized product demonstrations, Proofs of Concept, and hands-on workshops
• Confidently present industry and domain focused expertise to convey understanding to prospective customers
• Demonstrate business benefits and the value of using the Planful solutions
• Drive the initial evaluation and qualification of the customer opportunity
• Maintain product competence by keeping abreast of new product enhancements, product best practices and new product offerings
• Bring a high level of energy to the team
• Embrace an entrepreneurial spirit and add creative ideas and perspective to all internal and external interactions

Benefits

• Full medical, dental, vision benefits as well as life insurance
• 401K
• Generous Paid Maternity/Paternity leave
• Volunteer Days
• Full stocked kitchen with great snacks
• Employee discount and assistance program
• Flexible working hours on many teams
• Regular team and office events! (virtually)
• 2 Volunteer days a year, Birthday PTO, and quarterly company Wellness Days
• 3 months supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave
• Annual Planful Palooza, our in-person, company-wide culture kickoff held in cities like San Diego, Denver, and most recently - Austin, Texas!
• Team-specific offsites in cities like New York, Sonoma, or our brand new HQ based in downtown San Francisco
• Remote first culture with benefits such as home office setup, and monthly wifi and cell phone reimbursements
• Company-wide Mentorship program with Executive sponsorship of CFO and Manager-specific monthly training programs
• Employee Resource Groups such as Women of Planful, Parents of Planful, and many more. We encourage our teammates to bring their authentic selves to the team, and have full support in creating new ERGs & communities along the way