Solutions Architect - Customer Excellence Optimization

About the role

As a Customer Optimization Solution Architect, you will be an expert working with existing Planful customers evaluating their current business processes, use cases and application challenges, finance transformation goals, and technology needs. You will bring deep experience in financial performance management and a strong understanding of how EPM solutions support planning, budgeting, forecasting, consolidations, reporting, and analytics.

What you'll do

• Lead conversation with customers to understand their ongoing challenges with existing setup and come up with optimal solutions
• Maintain strong product competence by staying current on new product enhancements, best practices, and market trends across the EPM domain
• Cross collaborates with internal teams, Customer Success, Account Management, Product and Engineering teams to support customers
• Act as an escalation point for complex functional challenges, focusing on root cause analysis and long-term resolution
• Proactively identify risks, gaps, and opportunities, and provide actionable recommendations to improve outcomes

What you need

• 3–6 yrs of experience
• FP&A
• Performance management
• Customer success
• Root cause analysis
• Any graduate