Senior Solution Consultant (Planning)

Description

The company is a Fortune 500 AI platform for managing people, money, and agents, and this role sits in its North America presales team.

You would join the Planning Presales team, which supports large diversified industry (DI) customers.

The team works between sales, product management, consulting, and marketing to show how the company's SaaS planning and consolidation applications can change the work of CFO and CHRO offices.

You would be the planning expert that CFOs and finance leaders trust, turning complicated business problems into a clear vision, measurable value, and a solution story.

Your knowledge of planning, forecasting, and analytics will guide customers across FP&A, workforce planning, and operational planning.

This is a senior, highly visible presales role where executive presence, storytelling, and selling matter most, and where energy, curiosity, and fresh thinking count, especially on AI in planning and finance.

Responsibilities

• Run discovery with CFOs, finance leaders, and cross-functional stakeholders on their business model, current planning, technology, and priorities.
• Build and deliver demos for large, complex DI enterprises that make the business value across FP&A, workforce planning, and operational planning clear.
• Shape a value story that links business outcomes to the company's planning and AI capabilities, and drive deal strategy with the account team.
• Act as a trusted advisor by bringing enterprise planning, scenario modeling, and performance management best practices into every customer conversation.
• Show AI in context by explaining how the company's AI and ML can support planning, forecasting, and decisions, and engage thoughtfully with customer questions and ideas.
• Work with Sales on opportunity strategy, including qualification, discovery and demo plans, POV or POC approaches, and closing plans.
• Support RFP and RFI responses, value assessments, workshops, executive briefings, and customer references.
• Represent the company at customer forums, webinars, and industry conferences on planning transformation for large DI organizations.
• Mentor peers on demo practice, industry trends, and planning thought leadership.
• Travel up to 50% to meet customers and partners as needed.

Requirements

• You bring significant presales, consulting, or finance experience in planning, forecasting, or analytics, ideally with large enterprises.
• You have presented to and engaged executive audiences (VP and C-level), especially in finance, and led business-focused discovery and solutioning.
• You have hands-on experience with enterprise planning tools, such as the company's adaptive planning product or similar, across FP&A, workforce planning, or operational planning.
• You can structure a narrative, simplify complexity, and deliver high-energy, memorable demos.
• You have strong commercial judgment and selling instincts, understand sales cycles, align to value, handle objections, and influence outcomes.
• You are interested in AI and analytics and can speak credibly about how AI supports planning, forecasting, and decision-making.
• Preferred: experience with diversified industries such as manufacturing, retail, technology, media, business services, or other multi-line, multi-entity enterprises.
• Preferred: a background in finance, accounting, or consulting for CFO organizations.
• Preferred: prior SaaS presales or solution consulting experience.
• Preferred: thought leadership, such as presenting at events, leading customer roundtables, creating reusable demo content, or publishing on planning or AI trends.
• You bring high energy and enthusiasm, with positivity, curiosity, and drive in customer and internal work.
• You are comfortable leading a room, guiding discussion, and challenging thinking in a constructive way.
• You keep learning, especially on AI, analytics, and emerging planning practices, and enjoy sharing what you learn.
• You are collaborative and low-ego, enjoying teaming with sales, product, services, and other solution consultants to win and serve customers.

Conditions

Base salary ranges from $147,400 USD to $221,200 USD for the primary location (USA, Texas, home office) and additional US locations, and the same range applies if the work is performed in Colorado.

Pay varies by location and depends on factors such as geography, experience, skills, job duties, and business need. Recruiters can share more detail during hiring.

Flex work means spending at least half (50%) of your time each quarter in the office or in the field with customers, prospects, and partners, depending on role, and home office staff can join offices for key moments.

The application deadline is 11/16/2026.

The company is an equal opportunity employer that includes individuals with disabilities and protected veterans, and it will consider applicants with arrest and conviction records under applicable Fair Chance law.

Benefits

• Possible eligibility for the company bonus plan or a role-specific commission or bonus.
• Possible annual refresh stock grants as part of total compensation.
• Comprehensive benefits, with more detail available from the company.