Implementation Consultant

As an Implementation Consultant at Planful, your primary responsibilities include implementing our Financial Performance Management Suite for clients, translating their existing business processes into tailored solutions, and conducting training sessions. You'll also engage with our sales team to assist in scoping projects and ensuring the successful rollout of our software.

To be considered for the Implementation Consultant position at Planful, you should have prior consulting experience, preferably in Accounting or Finance, along with a Bachelor's degree or equivalent experience. Excellent communication skills and the ability to work well with senior executives are essential. Familiarity with a software company or experience at Big 4 firms will be a plus.

Yes, the Implementation Consultant role at Planful does require travel, with an expectation of at least 40% of your time spent on-site with clients. This travel provides the opportunity to build strong relationships and directly support clients during their implementation journey.

Planful is committed to the growth and development of its Implementation Consultants through a mentorship program, monthly training tailored to managers, and a supportive company culture that encourages professional development and community involvement.

At Planful, you will experience a remote-first culture that emphasizes work-life balance, with benefits like birthday PTO, volunteer days, and team off-sites. We foster a collaborative atmosphere and celebrate the diversity of our employees through various Employee Resource Groups.

In answering this question, focus on specific examples where you successfully implemented software solutions for clients, detailing your role in the process and the challenges you faced. Highlight your communication and team collaboration skills, as well as any methodologies you utilized to ensure project success.

Demonstrate your consultative approach by discussing how you would manage a 'no' discussion. Focus on actively listening to the client’s concerns, empathizing with their position, and clearly explaining feasible solutions while maintaining a positive relationship.

Highlight any customized training materials you've developed or specific techniques you use to engage participants. Stress the importance of adapting your training style to the audience and how you measure understanding and success throughout the sessions.

Discuss your project management strategies, such as using task management tools, setting clear deadlines, and regularly communicating with your team and clients. Emphasize your ability to remain organized and focused on achieving project milestones without sacrificing quality.

Answer by discussing current technology trends, such as automation and AI, and their implications for financial performance management. Highlight your adaptability and willingness to learn new tools and practices to stay ahead in the evolving landscape.

Explain your consultative approach, stressing the importance of understanding the client's unique business needs. Discuss your experience in mapping current processes to new solutions and how best practices play a role in guiding those transitions.

Provide a detailed example that illustrates your flexibility and problem-solving skills. Focus on how you assessed the situation, developed a new strategy, and successfully guided your team and the client through the transition.

Highlight your interpersonal skills and any specific techniques you employ to establish trust and rapport, such as active listening, demonstrating empathy, and showing genuine interest in the client's goals and challenges.

Discuss both technical skills, such as proficiency with financial management systems, and soft skills, like communication and teamwork. Highlight how these skills contribute to successful implementations and client relationships.

Explain your approach to defining success metrics, such as client satisfaction, smooth deployment, and financial performance improvements post-implementation. Emphasize the importance of follow-up to ensure long-term success.