Vena Solutions

SaaS financial planning with Excel integration

Solutions Architect - Professional Services

Implementation & Technical Account ManagementUpdated on Nov 13

Full-timeCA$106.3k - CA$143.8k /yr

About the Job

Requirements

At least 4 years of experience implementing CPM or cloud FP&A solutions.
Subject matter expertise in planning and reporting within the FP&A context.
Demonstrated knowledge of formal implementation methodologies, including requirements gathering and solution design.
Strong organizational skills and ability to balance multiple priorities simultaneously.
Ability to communicate confidently with stakeholders at all levels, including executives.
Strong problem-solving and analytical skills.
Interest in AI and willingness to explore AI-driven solutions to enhance performance and drive efficiencies.

Responsibilities

Lead the architectural design of Vena implementation projects, applying best practices and ensuring solutions are adopted by customers.
Support the project team during configuration and testing, identifying and communicating key risks.
Facilitate customer workshops to elicit business and technical requirements and align them with project scope and budget.
Analyze and translate existing solutions, spreadsheets, and business problems into holistic, well-designed solutions using the Vena platform.
Advise customers as a subject matter expert on change management, business process design, process improvements, and analytics.
Evaluate existing solutions in customer tenants and identify optimizations or enhancements that deliver greater customer value.
Provide timely feedback and progress updates to the project team, including the project sponsor, project manager, and consultants.
Conduct internal enablement sessions to develop the Professional Services team's domain, product, and other Professional Services-related knowledge.
Work with Product Management to provide product feedback, advocate for customers, and prepare the Professional Services team to use newly released features.
Travel to client sites as required.

Desired Qualifications

Passion for business analytics, modeling, and planning.

This is a flexible position and has the option of working in our Toronto office full time, hybrid throughout the week or working entirely remotely within Canada.

As a Solutions Architect, you are the technical lead on Vena implementations acting as the subject matter expertise on both domain and product knowledge for our customers, providing well-laid out design, and overseeing the technical delivery of the project performed by the project team.

Lead the architectural design of Vena implementation projects, ensuring best practices are applied and solutions will be adopted by customers.
Support the project team during configuration and testing, identifying and communicating key risks along the way.
Facilitate workshops with customers to elicit business and technical requirements, aligning these with project scope and budget.
Analyze and translate existing solutions, spreadsheets and business problems into holistic, well-designed and architected solutions using the Vena platform
Serve as a trusted advisor and subject matter expert to customers in areas such as change management, business process design, process improvements and analytics
Evaluate existing solutions in customer tenants to identify optimizations or enhancements that drive more value for the customer
Deliver high levels of customer service, over-delivering on customer expectations
Provide meaningful, timely feedback and progress updates to the project team including project sponsor, project manager and consultants
Conduct internal enablement sessions to upskill the Professional Services team in domain, product and other PS-related knowledge.
Foster a strong relationship with Product Management to provide product feedback, advocate for customers and prepare PS team to use newly released features
Travel (as required) to client sites

4+ years of experience implementing CPM/Cloud FP&A solutions
Subject matter expertise for planning and reporting within the FP&A context
Demonstrated knowledge of formal implementation methodology (requirements gathering, solution design, etc.)
You are a creative thinker who finds ingenious ways to resolve business problems and finds it exciting, ensuring solutions perform well
You are a trusted advisor for the most recognized customers in the world, helping them to achieve their business goals
Strong organization skills and able to balance multiple priorities simultaneously
Confident communicator to all levels including executives
Passion for business analytics, modeling and planning
Excellent problem solving and analytical skills
Interest in AI and willingness to explore AI-driven solutions to enhance performance and drive efficiencies

Base salary range 106,250 - 143,750 CAD

*Our salaries are tailored to roles, levels and locations. Your individual pay within this range is influenced by factors like work location, skills, experience and education. As you progress in your role, your compensation may adapt, offering flexibility for growth beyond initial levels. For specifics, your recruiter will provide details and address any questions during the hiring process.

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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