Host Analytics Inc

CX Solution Architect

Host Analytics Inc

full-time

Posted on:

Location Type: Remote

Location: Anywhere in North America

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Salary

💰 $115,000 - $150,000 per year

About the role

  • 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

Requirements

  • 5+ years of Accounting or FP&A experience, with exposure to financial reporting, budgeting, consolidations, and/or close management
  • Hands-on experience with financial planning and reporting processes
  • Experience with Financial Management or EPM software in a functional, advisory, or post-implementation capacity
  • Strong executive presence with the ability to influence and advise senior stakeholders
  • Customer-centric mindset with a proactive approach to driving customer outcomes
  • Strong analytical thinking and problem-solving skills, with the ability to translate business needs into scalable solutions
  • Highly organized, with the ability to manage multiple customer engagements and priorities simultaneously
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
AccountingFinancial PlanningFinancial ReportingBudgetingConsolidationsClose ManagementEPM SoftwareSolution AlignmentChange ManagementRoot Cause Analysis
Soft Skills
Customer-Centric MindsetAnalytical ThinkingProblem-SolvingOrganizational SkillsInfluencing SkillsAdvisory SkillsRelationship BuildingProactive ApproachStrategic PartnershipCollaboration