Full-Time

Finance and Operations EPM Engagement Lead

Spaulding Ridge

Spaulding Ridge

201-500 employees

Global CFO and CRO transformation partner

Compensation Overview

$110k - $210k/yr

+ Annual discretionary bonus

Houston, TX, USA + 4 more

More locations: Chicago, IL, USA | New York, NY, USA | Minneapolis, MN, USA | Denver, CO, USA

In Person

Category
Consulting (2)
,
Required Skills
SAP Products
Anaplan
Oracle
Requirements
  • Proven experience as an engagement/project manager in technology or management consulting
  • Experience in sales and providing solutions based on client needs
  • Experience with Anaplan, OneStream, Oracle, SAP, or a similar enterprise performance management cloud-based technology is a plus
  • Strong communication and interpersonal skills with aptitude in building relationships with professionals of all organizational levels
  • Excellent organizational skills
  • Ability in problem-solving and negotiation
Responsibilities
  • Develop trust relationships with a portfolio of major clients
  • Acquire a thorough understanding of key customer needs and requirements
  • Expand the relationships with existing customers by continuously proposing solutions that meet their objectives
  • Understand their business processes and advise on best-practices where applicable
  • Lead multi-faceted internal teams, balancing Spaulding Ridge's resources to maximize impact to the customer while still focusing on their professional development and career progression
  • Ensure the correct products and services are delivered to customers in a timely manner
  • Serve as the link of communication between key customers and internal teams
  • Resolve any issues and problems faced by customers and deal with complaints to maintain trust
  • Play an integral part in generating new sales that will turn into long-lasting relationships
  • Prepare regular reports of progress and forecasts to internal and external stakeholders using key account metrics

Spaulding Ridge helps Fortune 500 companies transform finance, revenue, and operations by aligning data and processes. It targets the CFO and CRO offices to turn data into clearer insights, better collaboration, and smarter decisions. The company harmonizes cloud technology to deliver three outcomes: financial and operational strength, revenue excellence through better customer service and profitability, and organizational effectiveness via managed services, change management, integrations, and data tools. Its goal is to help clients see further and achieve sustained performance, guided by a belief that business can be a force for good.

Company Size

201-500

Company Stage

N/A

Total Funding

N/A

Headquarters

Chicago, Illinois

Founded

2016

Simplify Jobs

Simplify's Take

What believers are saying

  • Recognized as Snowflake's 2025 Americas Data Cloud Services Growth Partner.
  • Named noteworthy performer in Snowflake Partner Ecosystem Study June 2025.
  • AI energy solutions with Snowflake target energy sector predictive maintenance.

What critics are saying

  • SOLISTIC integration fails, causing service disruptions and talent exodus within 6-12 months.
  • Snowflake outages cripple Openflow client projects in 12-18 months.
  • Salesforce native AI obsoletes SOLISTIC expertise in 18-24 months.

What makes Spaulding Ridge unique

  • Partners with Snowflake to launch Openflow at Snowflake Summit 2025.
  • Acquired SOLISTIC Decision Sciences in September 2023 for Salesforce Data Cloud expertise.
  • Developed FlowAgent Studio for multi-agent AI orchestration in Snowflake Openflow.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Flexible Work Hours

Unlimited Paid Time Off

Paid Vacation

Paid Holidays

Parental Leave

Professional Development Budget

Wellness Program

Company News

Spaulding Ridge
Jun 3rd, 2025
Spaulding Ridge Partners with Snowflake to Launch Snowflake Openflow

Spaulding Ridge partners with Snowflake to launch Snowflake Openflow.

Spaulding Ridge
Sep 16th, 2024
Spaulding Ridge Ranks on Crain's Chicago Business 2024 Best Places to Work

Chicago, IL | September 13, 2024 - Spaulding Ridge, a leading global cloud advisory and implementation firm, has been recognized by Crain's Chicago Business as a 2024 Best Place to Work in Chicago.

Spaulding Ridge
Aug 15th, 2024
Spaulding Ridge Ranks on Inc. 5000 Fastest Growing Companies List for the Third Year in a Row

Spaulding Ridge ranks on Inc. 5000 fastest growing companies list for the third year in a row.

PR Newswire
Sep 5th, 2023
Spaulding Ridge Completes Acquisition Of Solistic Decision Sciences, Expanding Global Salesforce And Data Analytics Practice

CHICAGO, Sept. 5, 2023 /PRNewswire/ -- Spaulding Ridge, a global cloud advisory and implementation firm, announced today it has acquired SOLISTIC Decision Sciences, a leading marketing analytics and data cloud company located in the United States and India.Founded in 2017, SOLISTIC delivers technical expertise and intelligence in implementing Salesforce Marketing Cloud, Data Cloud, and other Salesforce technologies. The acquisition of SOLISTIC is part of Spaulding Ridge's global vision to help clients drive customer and employee insights and actions through effective use of data. Spaulding Ridge will embrace SOLISTIC's relationships with Salesforce, its clients, and its knowledge of Data Cloud and Marketing Cloud to continue to expand on Spaulding Ridge's data capabilities.Spaulding Ridge's acquisition will embrace SOLISTIC's knowledge of Data Cloud & Marketing Cloud. Tweet this"We're excited for what the future holds," said Kyle Boston, Managing Partner at Spaulding Ridge. "With this acquisition, we intend to lead from the front on leveraging the power of top-of-the-funnel marketing intelligence to fuel the foundation of Salesforce Data Cloud and Marketing Cloud for our clients and the market as a whole.""We are so incredibly proud to be announcing the news that SOLISTIC is officially joining Spaulding Ridge," said Ryan DeShazer, Founder and CEO of SOLISTIC

Yahoo Finance
Sep 5th, 2023
Spaulding Ridge Completes Acquisition of SOLISTIC Decision Sciences, Expanding Global Salesforce and Data Analytics Practice

Spaulding Ridge completes acquisition of SOLISTIC Decision Sciences, expanding global Salesforce and Data analytics practice.