АргентинаProfessional Services Manager (EPM)
1 нед. назад
АргентинаHybrid
project managementstakeholder managementbudgetingresource planningpre-sales scoping
Manage end-to-end delivery of implementation projects for a business planning solution, partnering with sales and driving customer success.
О компании
- is the leading Business Planning solution for finance teams to drive performance . By automating reporting, enabling collaboration, and simplifying planning and forecasting, we help finance teams shift from number crunching to driving strategic decisions.
- Founded in 2020 by two former CFOs, we’ve grown into a global team of 100+ people across 30+ nationalities . Headquartered in New York , we have offices in Toronto and Barcelona. We’re trusted by industry leaders such as Dish Networks, Strava, BetterUp, Kajabi, JG Wentworth, Abridge, Cortex , and hundreds more.
- We have raised over $100m, closing in June 2025 our $60M Series B, led by Scale Venture Partners , with the strong participation of Cathay Innovation, Y Combinator , Atomico, Creandum, and angel operators from Adyen, Zapier, and Twitch.
- Our mission is ambitious and we can’t do it alone - join as we build the future of Business Planning!
- Customer Obsession: We share the understanding that 's sole purpose is to create value for customers and relentlessly deploy all creativity and energy to that end.
- Audacious Ambition: We dream big and embrace discomfort. We assume risks, make on-time mistakes and learn how to methodically accomplish our goals.
- Good People: We are self-reflective and praise diversity of thought. We don't justify the end with the means and know where to draw the line. We have fun every day.
- Tough Love: We truly care for everyone in the team and embrace honest feedback and radical candor as ways to genuinely help each other.
Обязанности
- Own end-to-end delivery of implementation projects, from pre-sales scoping through kickoff and delivery, driving customers to success and value realization on the platform.
- Partner with Sales during the pre-sales cycle to scope projects, size effort, and present and walk clients through the SOW, setting the right expectations before the deal closes.
- Build project documents, sprint plans, budgets, and resource plans tailored to project and delivery model.
- Manage implementations that involve both direct customer delivery and delivery through partners, holding partners to the same quality bar as internal delivery.
- Manage scope, risk, and change control, escalating early using our governance processes.
- Act as the trusted advisor to client stakeholders; not just running the plan, advising on process and org changes needed to get value from the platform.
- Coordinate with Product, Support, Sales, Customer Success, and delivery partners to keep a single, coherent client experience.
- Get hands-on with the product itself, deep enough to unblock the team on platform or FP&A concept questions without escalating.
- Contribute directly to how we deliver: developing/deploying Ai to speed up delivery and enhance the customer experience, refining templates, sprint cadences, and design-phase practices as we continually evolve our methodology.
- Mentor junior delivery team members and, where relevant, partner-side consultants on delivery standards and quality bar.
Требования
- 4+ years of hands-on experience implementing a financial planning/EPM platform ; this is a requirement, not a nice-to-have.
- Experience scoping projects pre-sale and presenting SOWs directly to clients, comfortable being in the room before the deal is signed, not just after handoff.
- Direct experience managing implementations delivered through third-party partners or resellers, alongside those delivered directly to customers.
- Working knowledge of FP&A processes (budgeting, forecasting, reporting, consolidation), enough to challenge a client's assumptions, not just document them.
- Working knowledge of other planning use cases such as workforce planning and others is a bonus.
- Track record managing multi-stakeholder, multi-workstream projects with both technical and change-management components.
- Ability to read a scope document critically and flag risk before it becomes a delivery problem.
- Proficiency with SaaS project tools and Agile/hybrid methodologies.
- Excellent at client-facing communication , comfortable presenting to and influencing senior finance stakeholders.
- Formal Project Management Qualifications are a plus, not a requirement.
Условия
- Competitive compensation including equity package
- Competitive vacation policy
- Medical Insurance
- L&D budget
- Access to Meditopia (wellbeing platform)
- Language courses (English / Spanish)