Associate Consultant, Managed Services

Vena Solutions; Canada; On-site; CAD 68,000 - 94,000; Full time

Job summary

A financial technology firm is seeking an Associate Consultant for Managed Services. This position can be fully remote and requires managing customer portfolios while providing training and technical support. The ideal candidate has over 2 years in consulting or finance, with advanced proficiency in Excel and strong client interaction skills. The role emphasizes building meaningful relationships and delivering exceptional service to ensure customer success on the platform. Competitive salary package with ample benefits offered.

Benefits

Competitive and comprehensive total rewards packages

Education subsidies and professional development programs

Health and dental plans

Flexible work options

Generous leave options

Qualifications

• Demonstrated experience in customer relationship management.
• Proficiency in data modeling and technical configuration.
• Knowledge of financial processes like budgeting and forecasting.

Responsibilities

• Manage a defined portfolio of customers.
• Provide design and architectural guidance to clients.
• Conduct training sessions and provide coaching.

Skills

Advanced proficiency in Microsoft Excel

Customer service focused

Excellent organizational skills

Strong communication skills

Ability to solve complex situations

Team player

Education

2+ years of software implementation, consulting, or finance/accounting experience

Job description

Overview

This is a flexible position and has the option of working in our Toronto office full time, hybrid throughout the week or working entirely remotely.

Are you someone who loves to build deep and meaningful client relationships? Do you enjoy applying your technical consulting skills to our customers, making them wildly successful on the Vena platform? Then the Associate Consultant, Managed Services role at Vena Solutions might be a great fit for you! As an Associate Consultant, Managed Services, you will manage a defined portfolio, act as an extension into the organization and provide a personalized experience for our customers. You will be responsible for ensuring their ongoing success on the Vena platform. You will provide advisory and best practice guidance, delivery training, education and deploy technical configuration for our customers. We are looking for sharp finance and tech-savvy minds with a passion for making peoples’ lives better. You will work directly with our clients on a regular basis and enable them for success.

Position details

• Department: Managed Services
• Employment Type: Full Time
• Location: Canada - Remote (0002)
• Workplace type: Fully remote
• Compensation: $68,850 - $93,150 / year
• Reporting To: Cathay Ge

Responsibilities

• Maintain and manage a portfolio of customers subscribed to Expert Services offering
• Build and foster strong client relationships, gaining credibility and trust
• Provide design and architectural guidance applying best practices and product knowledge for our customers
• Regularly touch base with clients throughout the contract life cycle and participate in business reviews and product feature demonstrations
• Conduct one-on-one training session and provide ad-hoc coaching for design and template construction
• Provide technical configuration for the customer including data modeling, Vena scripts, template build/design etc.
• Work with clients on strategic planning and roadmap for expanded use of Vena
• Partner with Customer Success team to nurture the customer in being a Vena advocate and identify expansion opportunities
• Other duties, as assigned

Qualifications

• You have 2+ years of software implementation, consulting or finance/accounting experience
• You have advanced proficiency in Microsoft Excel
• You are customer service focused and in possession of superior client interaction skills, with the ability to communicate to all levels across an organization; you have excellent organizational, presentation, and communication skills
• You demonstrate a strong knowledge of financial processes and applications such as budgeting, forecasting, and general reporting
• Possess advanced proficiency in Excel, with experience in working with and building models utilizing advanced functions and formulas
• You are a proven top performer with a diligent work ethic and willingness to go the extra mile to ensure Customer Success
• You have technical prowess, love to play with technologies, and have the ability to quickly grasp complex technical concepts, making them easily understandable to a variety of end users
• You are tenacious and have a talent for solving sticky situations, creating consensus and turning customers into advocates
• You are a great team player and can also thrive in self-managed and independent environments

Base salary note

Base salary range 68,850 - 93,150 CAD. Our salaries are tailored to roles, levels and locations. Your individual pay within this range is influenced by factors like work location, skills, experience and education. As you progress in your role, your compensation may adapt, offering flexibility for growth beyond initial levels. For specifics, your recruiter will provide details and address any questions during the hiring process.

About Vena Solutions

At Vena, we’re reimagining how businesses plan and grow: powered by data, collaboration, and innovation. Headquartered in Toronto with a global reach, we help finance teams work smarter using the tools they already love (yes, we’re talking about Excel!). Trusted by over 1,800 organizations and 150,000+ users every day, Vena Solutions brings clarity to complexity.

We’re a people led company that leads with our CORE values (Customer Trust, One Team, Respect & Authenticity and Execution Excellence) and are driven by our mission. We’re growing fast, thinking big, and having fun along the way. The future of finance is being built here, and we’d love for you to be part of it.

Benefits

• Compensation: We offer competitive and comprehensive total rewards packages with annual reviews; includes Employee Stock Option Program, Retirement Savings, and matching programs.
• Personal Growth & Learning: Education subsidies, professional development programs, and learning opportunities.
• Health & Wellness: Health and dental plans, wellness sessions, EAP, and mental health resources.
• Global Reach: Offices in Toronto, London, Indore, with team members across the US, EMEA and beyond.
• Time Off: Generous leave options for vacation, wellness, personal time, parental support, volunteering, and more.
• Flexibility: Flexible culture with hybrid, in-office, or remote work options depending on role and location.
• AI-Powered Innovation: Opportunities to explore AI in work and champion innovative solutions that drive impact.