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Host Analytics has rebranded to Planful
CX Solution Architect
Location
North America
Posted
50 days ago
Salary
$115K - $150K / year
Seniority
Senior
Job Description
CX Solution Architect
Host Analytics Inc
• Serve as a trusted advisor to customers, helping them continuously optimize their use of Planful’s Financial Performance Management Suite • Partner with Customer Success, Renewal and Account Managers to drive adoption, value realization, and long-term customer health across key accounts • Conduct strategic discovery and solution alignment sessions to understand evolving customer goals and identify opportunities for optimization • Provide best practice guidance on financial planning, close, and reporting processes to improve efficiency and effectiveness • Assess existing customer configurations and recommend enhancements aligned to current and future business needs • Support customers through change management initiatives, ensuring successful adoption of new processes and capabilities • Proactively identify risks, gaps, and opportunities, and provide actionable recommendations to improve outcomes • Act as an escalation point for complex functional challenges, focusing on root cause analysis and long-term resolution • Collaborate cross-functionally with Product and Engineering to advocate for customer needs and influence roadmap priorities • Build deep relationships with key stakeholders to become a long-term strategic partner in their financial transformation journey
Job Requirements
- 5+ years of Accounting or FP&A experience, with exposure to financial reporting, budgeting, consolidations, and/or close management
- Hands-on experience with financial planning and reporting processes
- Experience with Financial Management or EPM software in a functional, advisory, or post-implementation capacity
- Strong executive presence with the ability to influence and advise senior stakeholders
- Customer-centric mindset with a proactive approach to driving customer outcomes
- Strong analytical thinking and problem-solving skills, with the ability to translate business needs into scalable solutions
- Highly organized, with the ability to manage multiple customer engagements and priorities simultaneously
Benefits
- Volunteer days, Birthday PTO, and company-wide Wellness Days
- Supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave
- Team off-sites in exciting destinations like New York, Sonoma, Nashville, Palm Springs, and our San Francisco headquarters
- Office hubs in San Francisco, Toronto, and London. We also offer benefits such as home office setup, and monthly wifi and cell phone reimbursements for remote employees
- Join Employee Resource Groups like Women of Planful, Parents of Planful, and more. We celebrate individuality and encourage teammates to bring their authentic selves to work - with full support for creating new ERGs and communities along the way
- Participate in People Programs that foster connection and wellbeing, such as Movember, Summer Wellness, Breast Cancer Awareness Month, and Hispanic Heritage Month
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