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Solutions Consultant

Company Description

insightsoftware is a global provider of comprehensive solutions for the Office of the CFO. We believe an actionable business strategy begins and ends with accessible financial data. With solutions across financial planning and analysis (FP&A), accounting, and operations, we transform how teams operate, empowering leaders to make timely and informed decisions. With data at the heart of everything we do, insightsoftware enables automated processes, delivers trusted insights, boosts predictability, and increases productivity. Learn more at insightsoftware.com.

Job Description

Overview: The Partner Enablement group is dedicated to fostering the growth and health of our partner community. By collaborating closely with Partners, Partner Alliances, and Customer Success, we provide coaching on design and build activities to ensure the success of Centers of Excellence. Our mission is to enhance Customer Satisfaction by identifying and mitigating risks through effective communication and assessment.

Role Summary: The Partner Enablement Manager plays a crucial role in guiding partners to design and build insightsoftware applications for our customers. This position demands experience in finance, a deep understanding of financial roles, and high technical proficiency.

Key Responsibilities:

  • Coaching and Guidance: Support partners during the build phase, providing examples of artifacts and explaining their significance.
  • Technical Expertise: Offer architectural guidance and technical expertise during critical project milestones.
  • Communication: Regularly update insightsoftware Alliances, Sales, and Customer Success on personal and project status.
  • Collaboration: Work with Customers, Partners, and internal teams on Salesforce cases related to Application Design.
  • Performance Monitoring: Conduct Application Health Checks and Reviews to ensure optimal performance.
  • Product Development: Assist Product Teams in sourcing, developing, and testing new features and functionalities.
  • Resource Sharing: Facilitate the sharing of project templates to ensure Partner Project Readiness.
  • Continuous Learning: Commit to becoming a Subject Matter Expert in required areas.

Qualifications

Preferred Education and Experience:

  • Professional accounting designation (e.g., CPA, CMA, CGA, CA), advanced degrees (MBA, MFA), or other relevant certifications.
  • Experience with EPM solutions such as SAP Outlooksoft BPC, SAP BOFC, HFM, Hyperion Planning, Hyperion Essbase, IBM Cognos, or similar.

Travel Requirements:

  • Willingness to travel up to 25%.

Personal Attributes:

  • In-depth knowledge of accounting processes and financial planning & analysis.
  • Excellent technology skills related to product implementation.
  • Proficiency in basic computer skills and Microsoft Office products (Word, Excel, PowerPoint).
  • Basic understanding of consolidations and planning functions/processes.
  • Ability to answer intermediate-level product questions on various functionalities.

Additional Information

All your information will be kept confidential according to EEO guidelines.

**Please note insightsoftare is unable to provide sponsorship for candidates ineligible to work in stated work location.**

#LI-Remote

** At this time insightsoftware is not able to offer sponsorship to candidates who are not eligible to work in the country where the position is located. **

Learn more about our high-energy, high-performance global team. Work With Us »

insightsoftware About Us: Hear From Our Team - InsightSoftware (wistia.com)

Background checks are required for employment with insightsoftware, where permitted by country, state/province.

At insightsoftware, we are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. We are proud to be an equal opportunity workplace.

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What You Should Know About Solutions Consultant, insightsoftware

If you're passionate about finance and technology, the Solutions Consultant role at insightsoftware might be the perfect fit for you! At insightsoftware, we are dedicated to transforming how the Office of the CFO operates, pulling insights from financial data to empower leaders in making timely decisions. As part of our Partner Enablement team, you'll play a critical role in guiding partners to design and build our applications to better serve our customers. In this role, you'll leverage your financial expertise to coach partners during their projects, ensuring they understand the significance of various artifacts and best practices. Your architectural and technical knowledge will be vital during key project moments as you collaborate with partners, customer success teams, and internal stakeholders. Through regular updates, you’ll keep everyone in the loop, while also monitoring the health of applications and conducting reviews to maintain optimal performance. With a commitment to continuous learning, you will also have the opportunity to develop and test new features with our product teams. Ideal candidates should have a professional accounting designation or advanced degree, as well as experience with various EPM solutions. A willingness to travel up to 25% will also be necessary. If you're excited about combining technical proficiency with financial acumen, we invite you to join our high-energy team at insightsoftware!

Frequently Asked Questions (FAQs) for Solutions Consultant Role at insightsoftware
What does a Solutions Consultant do at insightsoftware?

As a Solutions Consultant at insightsoftware, you will guide partners in designing and building applications tailored to our customers. Your role involves providing technical expertise, coaching during project phases, and ensuring effective communication between various stakeholders. You will play a pivotal role in enhancing customer satisfaction and performance monitoring of our applications.

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What qualifications are required for the Solutions Consultant position at insightsoftware?

For the Solutions Consultant role at insightsoftware, candidates typically need a professional accounting designation like CPA or CMA, advanced degrees such as MBA, and hands-on experience with EPM solutions. Strong skills in product implementation and a thorough understanding of finance and accounting processes are essential.

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How does the Solutions Consultant role impact customer satisfaction at insightsoftware?

The Solutions Consultant at insightsoftware significantly contributes to customer satisfaction by offering critical support and guidance to partners. Your ability to identify and mitigate risks, along with ensuring partners possess the knowledge needed for successful application design, will enhance the overall client experience.

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What are the travel requirements for a Solutions Consultant at insightsoftware?

As a Solutions Consultant at insightsoftware, you should be willing to travel up to 25%. This may involve visiting partners or clients to provide on-site support and training, further enhancing relationships and ensuring successful project outcomes.

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What skills are important for a Solutions Consultant at insightsoftware?

Key skills for a Solutions Consultant at insightsoftware include advanced financial knowledge, proficiency in technology related to product implementation, and strong communication skills to efficiently relay project statuses and updates. Familiarity with platforms like Salesforce and Microsoft Office is also beneficial.

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Common Interview Questions for Solutions Consultant
How do you ensure successful communication with partners during a project?

Successful communication with partners involves setting clear expectations from the outset, regularly updating them on project status, and actively listening to their feedback. Emphasize your approach to maintaining transparency and fostering relationships that encourage open dialogue.

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Can you explain your experience with EPM solutions?

When discussing your experience with EPM solutions, be specific about the products you've worked with, your role in implementing them, and the outcomes achieved. Highlight any challenges faced and how you overcame them to demonstrate your problem-solving abilities.

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What strategies do you use to monitor the health of applications?

When monitoring application health, I prioritize conducting regular health checks and reviews, utilizing performance metrics to assess functionality, and proactively addressing any potential issues. Sharing these insights with the team ensures continuous improvement.

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Describe a time when you provided technical guidance during a project.

In response to this question, share a specific instance where your technical expertise led to a successful project completion. Discuss your role in providing guidance, the challenges encountered, and the end results, focusing on how it benefited the partners and stakeholders.

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How do you approach continuous learning in your role?

I believe in committing to continuous learning through attending workshops, pursuing relevant certifications, and staying updated on industry trends. By actively broadening my knowledge, I enhance my effectiveness in my role and ensure I provide the best support possible for partners.

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What methods do you use to coach partners during the build phase?

During the build phase, I employ various coaching methods, including one-on-one consultations, sharing examples of successful artifacts, and creating interactive workshops. This hands-on approach fosters understanding and ensures partners feel supported.

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How do you handle unforeseen challenges during a project?

Tackling unforeseen challenges involves remaining adaptable and solution-oriented. I focus on open communication with the team to identify issues quickly, gather input, and develop actionable strategies to overcome them efficiently.

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What tools do you use for project management and collaboration?

I utilize project management and collaboration tools like Salesforce for tracking progress, scheduling meetings, and assigning tasks. Being organized and using collaborative software enhances team efficiency and communication, which is vital for project success.

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Why do you want to work at insightsoftware as a Solutions Consultant?

When expressing your desire to work at insightsoftware, highlight your alignment with the company's mission, your enthusiasm for empowering financial leaders, and how your skills and experience make you an excellent fit for the Solutions Consultant role.

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Can you give an example of a successful project you led?

Describing a successful project should include the project's scope, your role, challenges faced, and the results achieved. Use specific metrics, if possible, to illustrate the impact of your contributions, showcasing your leadership and project management skills.

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Full-time, remote
DATE POSTED
April 7, 2025

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