Role overview
This Implementation Consultant role drives customer onboarding and deployment for a cloud-based financial performance management platform used by enterprise finance and accounting teams. The position blends financial acumen, technical aptitude, and consultative engagement to translate business requirements into scalable, high-quality solutions. It sits inside a delivery services function and operates at the intersection of customer success, product best practices, and predictable project outcomes.
Responsibilities
- Lead end-to-end implementations of a cloud financial performance management suite, from discovery and design through configuration, testing, validation, and go-live
- Partner with finance and accounting stakeholders to map current processes and translate them into effective, scalable platform configurations
- Guide customers toward best-practice approaches while constructively challenging requirements that could limit long-term value or scalability
- Manage scope, timelines, and risks to deliver predictable, on-time outcomes across concurrent engagements
- Run enablement sessions covering training, knowledge transfer, and post-implementation handoff for customer and partner audiences
- Act as a cross-functional partner to sales, customer success, and product teams, channeling field feedback into product and services improvements
Requirements
- 3+ years of hands-on experience in accounting, finance, FP&A, or closely related domains
- Prior consulting or professional services experience, ideally in SaaS or enterprise software
- Background implementing financial systems, EPM/FPM platforms, or other complex business applications
- Strong consultative mindset with the ability to balance customer-specific needs against product best practices
- Excellent communication skills with both technical teams and senior customer executives
- Comfort delivering a thoughtful, professional pushback when it is necessary to protect the customer's outcomes
- Adaptable across diverse customers, industries, and project teams; able to ramp quickly on new technologies in an evolving environment
Benefits and work setup
- OTE range of $85,000–$100,000 USD per year depending on experience and location, plus equity eligibility and benefits resources
- Volunteer days, birthday PTO, and quarterly company-wide wellness days
- Generous parental leave with meal delivery and supply support for new parents, plus mental health support access
- Remote-friendly setup with home office stipend and monthly wifi and cell phone reimbursements
- Annual company-wide gatherings and active Employee Resource Groups with support for forming new communities