Senior Solutions Consultant - Office of Finance (OOF)

Posted 21 Days Ago
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San Francisco, CA
Senior level
Software
The Role
The Senior Solutions Consultant collaborates with enterprise prospects to optimize financial processes, deliver tailored presentations, and support the sales team in demonstrating BOARD solutions.
Summary Generated by Built In

At Board, we power financial and operational planning solutions for the world’s best brands. Thousands of enterprises use our technology to optimize resources, drive growth, and ensure profitability. With advanced analytics and forecasting, plus AI-driven insights, customers transform complex, real-time data into actionable intelligence.
What’s been key to our success? Our people—we value everyone’s unique perspective and energy they bring to the organization. We collaborate openly across teams and borders. We embrace a growth mindset to get results. And we celebrate shared success as goals and milestones are achieved.
Ready to join a team where innovation meets collaboration? If you're driven by bold ideas and a customer-centric mentality, your next adventure starts here!
Board International is currently looking for a highly talented, self-motivated, and analytically minded Senior Solutions Consultant with strong and proven experience in delivering Budgeting, Planning, and Forecasting solutions, to join our Office of Finance Pre-Sales team in North America. 
This role provides an ideal opportunity to join a fast-growing organisation with a product at the technological forefront of its market and plenty of opportunities to foster professional growth. 
As a Senior Solutions Consultant, you enjoy helping people solve complex problems and love showing people how BOARD Solutions and Platform can generate value and help their businesses.
Your Impact:

  • Engaging with targeted, large enterprise prospects to identify suboptimal business processes, related pain points and become a trusted business partner that will elevate the business’ current practices and create efficiencies in complex use-cases
  • Partner with the industry solution and account executive team to better understand and talk to the industry and target company challenges
  • Provide Customer-tailored, strategic, senior level Board Platform and Solutions presentations as well as demonstrations, to convey BOARD’s value proposition;
  • Together with the Sales Team, contribute to RFP/RFI completion, develop and execute brilliant Board Solution Demos, Proof of Concepts/Value for prospects or existing customers within the Core industries;
  • Assist and Cross-training teammates and Partners in fostering their knowledge on BOARD Solution and Subject expertise;
  • Creating product and Solutions awareness in the marketplace
  • Ensure a strong technical fit in the Board SaaS and technical offerings to the client’s analytical needs
  • Document and transition deal knowledge to help ensure a successful transition to the implementation team for all winning proposals


Your Qualifications:

  • Extensive background (5 years+) working with and implementing EPM/CPM solutions 
  • Proven pre-sales experience 
  • Extensive experience working with Multidimensional databases (MOLAP) 
  • A sound grasp of accounting 
  • Excellent understanding of software implementation process 
  • Detailed understanding of EPM/CPM process and solutions (Financial Reporting, Monthly accounting close, budgeting, forecasting, planning) 
  • Knowledge in Financial Consolidation & Close solutions, operational planning & AI are a bonus.
  • Experience with planning models, BI or Analytics.
  • Ability to demonstrate thought leadership and develop credibility with prospects and existing customers as a trusted-advisor in the planning space.
  • Excellent presentation, storytelling, client relationship, and interpersonal skills- internally and externally.
  • Ability to take a consultative selling approach by listening to customer needs and shaping a shared vision for a solution.
  • Growth mentality and comfortable in challenging old ways of doing things.


Our commitment to Diversity and Inclusion
Join a company that believes in the added value of diversity, inclusion, and belonging. We foster a working environment in which all people are respected and valued, for all aspects which make them unique. We hire you for who you are, and we want you to bring your true self to work every day!

Top Skills

AI
Bi Or Analytics
Budgeting
Cpm Solutions
Epm Solutions
Financial Reporting
Forecasting
Molap Databases
Planning
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The Company
HQ: Boston, MA
728 Employees
On-site Workplace
Year Founded: 1994

What We Do

Board’s Intelligent Planning Platform delivers solutions that help over 2,000 organizations worldwide plan smarter — enabling actionable insights and better outcomes. Board helps leading enterprises discover crucial insights which drive business decisions and unify strategy, finance and operations through more integrated and intelligent planning to achieve full control of performance.

Partnering with Board, global enterprises such as H&M, BASF, Burberry, Toyota, Coca-Cola, KPMG, and HSBC have deployed end-to-end planning applications at a fraction of the time and cost associated with traditional solutions. Board International was founded in 1994 and now has 25 offices around the world and a global reseller network. Board has been implemented in over 100 countries.

Board International has long been recognized by leading analysts and subject matter experts including Gartner, Nucleus, and Dresner.

Headquartered in Switzerland and US, Board International has branches in Argentina, Australia, Benelux, Nordics, Germany, France, India, Italy, Japan, Mexico, Singapore, Spain, UAE and UK and a worldwide network of distributors and certified partners.

Board International is an equal opportunity employer and is committed to a diverse and inclusive workforce.

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