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Vena Solutions

SaaS financial planning with Excel integration

Managed Services Consultant

Implementation & Technical Account ManagementUpdated on Nov 13
Full-timeCA$87.5k - CA$118.5k /yr

About the Job

Requirements

  • You have 4+ years of software implementation, consulting, or finance/accounting experience.
  • You have advanced proficiency in Microsoft Excel.
  • You are customer service focused and have strong client interaction skills, with the ability to communicate to all levels across an organization, including C-level leaders when needed.
  • You have exceptional organizational, presentation, and communication skills.
  • You demonstrate strong knowledge of financial processes and applications such as budgeting, forecasting, financial consolidations, month-end close processes, and general reporting.
  • You have technical prowess and the ability to quickly grasp complex technical concepts and make them understandable to a variety of end users.

Responsibilities

  • Maintain and manage a portfolio of customers subscribed to the Expert Services offering.
  • Build and foster strong client relationships, gaining credibility and trust.
  • Provide design and architectural guidance by applying best practices and product knowledge for customers.
  • Regularly touch base with clients throughout the contract lifecycle and participate in business reviews and product feature demonstrations.
  • Conduct one-on-one training sessions and provide ad hoc coaching for design and template construction.
  • Provide technical configuration for customers, including data modeling, Vena scripts, and template building and design.
  • Work with clients on strategic planning and roadmaps for expanded use of Vena.
  • Partner with the Customer Success team to nurture customers into Vena advocates and identify expansion opportunities.

About the Company

Vena Solutions

SaaS financial planning with Excel integration

Vena Solutions provides a SaaS financial planning and management platform called Vena Complete Planning. It sits in the cloud and connects to Microsoft Excel, so users can keep using a familiar tool while gaining more planning power. The product uses artificial intelligence and flexible data modeling to combine financial, operational, and other data, delivering insights and automating routine tasks. It also offers automated workflows, integrations with source systems, and strong security within a structured database, helping teams collaborate and make better financial decisions. What sets it apart is the combination of Excel-based workflows with a full planning platform, enterprise-grade security, and cross-department data connections that reveal dependencies and trends. The company aims to help businesses streamline their planning processes, improve financial resilience, and drive growth.

Company size
501-1,000
Company stage
Series C
Total funding
$415M
Headquarters
Toronto, Canada
Founded
2011

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