
Implementation Consultant
Host Analytics Inc
full-time
Posted on:
Location Type: Remote
Location: Canada
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Salary
💰 CA$80,000 - CA$110,000 per year
About the role
- Lead end-to-end implementations of the Planful Financial Performance Management Suite, from design through go-live.
- Partner 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 projects 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.
- Support the Sales organization through solution scoping, Statements of Work (SOWs), and Proofs of Concept (POCs).
- Provide feedback from the field to inform product enhancements, services offerings, and customer experience initiatives.
Requirements
- 3+ years of hands-on experience in Accounting, Finance, FP&A, or related domains.
- Prior consulting or professional services experience, ideally in SaaS or enterprise software.
- Bachelor’s degree in Accounting, Finance, or a related field preferred.
- Experience implementing financial systems, EPM/FPM platforms, or complex business applications is strongly preferred.
- Strong consultative mindset with the ability to balance customer needs and product best practices.
- Proven ability to communicate effectively with both technical teams and senior-level customer executives.
- Comfortable delivering a thoughtful, professional “consultative no” when needed to protect customer outcomes.
- Ability to ramp quickly on new technologies in a high-growth, evolving environment.
- Collaborative team player with the ability to work independently and manage multiple priorities.
- Adaptable to diverse customers, industries, and project teams.
Benefits
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Applicant Tracking System Keywords
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Hard Skills & Tools
financial performance managementEPMFPMfinancial systems implementationbusiness applicationsconfigurationtestingvalidationproject managementsolution design
Soft Skills
consultative mindseteffective communicationrelationship buildingcollaborationadaptabilityindependenceprioritizationcustomer focusproblem-solvingtraining
Certifications
Bachelor’s degree in AccountingBachelor’s degree in Finance