Job Summary
As a Senior Solution Consultant, you will be a subject matter expert working with prospective Planful customers as they evaluate their current business 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.
Planful is looking for a dynamic, high-energy professional with prior hands-on experience working with EPM tools and at least 3+ years of experience selling EPM solutions. In this role, you will partner closely with Sales, Product, Customer Success, and other cross-functional teams to support prospective customers throughout the evaluation process and help demonstrate the value of the Planful platform. You ll work as part of an extended team from the earliest stages of customer engagement through the complete sales cycle, delivering tailored demonstrations, leading discovery conversations, supporting proofs of concept, and helping prospective customers understand how Planful can address their most critical finance and accounting needs.
Responsibilities
- Support the sales cycle through solution-based activities, including customized product demonstrations, proofs of concept, discovery sessions, and hands-on workshops.
- Lead consultative conversations with prospective customers to understand their FP&A;, accounting, consolidation, reporting, and analytics challenges.
- Confidently present industry and domain expertise to demonstrate a strong understanding of customer needs and EPM best practices.
- Demonstrate the business benefits and value of Planful s solutions in the context of each customer s goals, processes, and pain points.
- Partner with Account Executives to drive the initial evaluation and qualification of customer opportunities.
- Translate business requirements into compelling solution narratives that show how Planful can improve planning, close,
reporting, and decision-making processes.
- Maintain robust product competence by staying current on new product enhancements, best practices, and market trends across the EPM space.
- Bring a high level of energy, professionalism, and executive presence to customer and internal interactions.
- Embrace an entrepreneurial spirit by contributing creative ideas, perspectives, and recommendations across sales cycles and internal initiatives.
- Collaborate cross-functionally with Sales, Product, Customer Success, and Enablement teams to support customer outcomes and improve the sales process.
What you Bring to the Table
- Prior experience working with EPM, CPM, FP&A;, consolidation, planning, budgeting, forecasting, or financial reporting tools.
- 3+ years of experience selling EPM solutions, preferably in a pre-sales, solution consulting, sales engineering, related customer-facing role, or similar roles supporting finance and accounting buyers.
- Strong working knowledge of FP&A; and/or accounting standards, processes, and common challenges faced by finance teams and business stakeholders.
- Ability to understand and explain both business and technical issues related to a customer s proposed solution.
- Proven ability to deliver compelling product demonstrations and presentations to finance, accounting, and executive audiences.
- Robust executive presence with outstanding written, verbal, organizational, and time management skills.
- Ability to execute against a plan, demonstrate ownership, and manage multiple opportunities and priorities effectively.
- Experience with cloud-based finance, ERP, BI, or analytics solutions is a plus.
- A collaborative mindset, strong curiosity, and passion for helping customers modernize financial performance management.
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
📌 Senior Solutions Consultant (India)
🏢 Planful
📍 India