Create and process both internal Solutions team and external Partners tenant management tickets
Including demo, workshop, and proof-of-concept (POC) tenants cloning, migration, back-up, and related procedures
Effectively communicate to both internal and external customers about tenant updates; including timing expectations and content changes
Architect, create, refine and maintain Solutions team sales demo assets
Ensure that sales demo content is aligned with the company Go-To-Market (GTM) packages and solutions
Liaise with the Services, Partners, and Customer Success teams to incorporate customer requirements into sales demo content
Liaise with the Product team to communicate sales product needs and to keep them informed of the Solutions team sales demo content
Incorporate new product features into sales demo content and enable the Solutions Consultants (SC) on new product features
Create and maintain all sales demo content design and architecture documentation
Provide architecture and design support to the Solutions team
Educate Solutions team on all sales demo assets; troubleshoot product and performance issues
Work with Consultants to deconstruct a prospect’s business process and define the strategy for delivering an effective POC
Build POCs that deliver the defined success criteria in a timely, complete, and high-quality fashion
Including demo script creation and walkthrough for the respective SC

Requirements

2+ years related work experience; preferably a proven track record working with or working at an Enterprise Performance Management (EPM) vendor
Finance, Accounting, or Business degree, or equivalent hands-on work experience in these fields
Strong grasp of the types of financial applications that Planful implements, like Budgeting, Planning, Forecasting, Month-End Close, Financial Reporting, Financial Dashboards, Consolidations, FP&A etc.
Advanced Excel skills – ability to create complex formulas, macros, and sophisticated formatting
Ability to gather and understand prospect requirements; leveraging a consultative approach to convert those requirements into an effective POC
Strong business acumen and understanding of multiple industries budgeting, forecasting, and reporting processes
Readily available for urgent support needs with fast turnaround expectations to prevent Sales team demo disruptions
Strong communication skills and a self-learner mindset; sense of initiative and perseverance to deliver high quality work within assigned timeframes

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

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

tenant managementdemo creationworkshop facilitationproof-of-concept (POC)sales demo content designarchitecture documentationadvanced Excelfinancial applicationsbudgetingforecasting

Soft Skills

communicationconsultative approachbusiness acumenself-learner mindsetinitiativeperseverancetroubleshootingcollaborationcustomer requirements gatheringtime management

Certifications

Finance degreeAccounting degreeBusiness degree