Host Analytics Inc

Solutions Engineer

• Serve as a trusted advisor to customers, helping them continuously optimize their use of Planful’s Financial Performance Management Suite
• Partner with Customer Success, Renewal and Account Managers to drive adoption, value realization, and long-term customer health across key accounts
• Conduct strategic discovery and solution alignment sessions to understand evolving customer goals and identify opportunities for optimization
• Provide best practice guidance on financial planning, close, and reporting processes to improve efficiency and effectiveness
• Assess existing customer configurations and recommend enhancements aligned to current and future business needs
• Support customers through change management initiatives, ensuring successful adoption of new processes and capabilities
• Proactively identify risks, gaps, and opportunities, and provide actionable recommendations to improve outcomes
• Act as an escalation point for complex functional challenges, focusing on root cause analysis and long-term resolution
• Collaborate cross-functionally with Product and Engineering to advocate for customer needs and influence roadmap priorities
• Build deep relationships with key stakeholders to become a long-term strategic partner in their financial transformation journey

CX Solution Architect

Implementation Specialist

• Assist with implementations of the Planful Financial Performance Management Suite, from design through go-live.
• Collaborate 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 project deliverables 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.
• Provide feedback from the field to inform product enhancements, services offerings, and customer experience initiatives.

CX Solution Architect

Implementation Consultant