Finance and Operations EPM Engagement Lead

The role

The Engagement Lead will oversee relationships with enterprise level clients across Finance and Operations technologies. You will drive delivery of existing work and align client needs with cloud solutions to achieve their goals.

What you will do

• Develop trust relationships with a portfolio of major clients
• Acquire a thorough understanding of key customer needs and requirements
• Expand relationships with existing customers by proposing solutions
• Understand business processes and advise on best-practices
• Lead multi-faceted internal teams
• Ensure correct products and services are delivered in a timely manner
• Serve as the link of communication between customers and internal teams
• Resolve customer issues and complaints
• Generate new sales to create long-lasting relationships
• Prepare regular reports of progress and forecasts

Required qualifications

• Proven experience as an engagement/project manager in technology or management consulting
• Experience in sales and providing solutions based on client needs
• Strong communication and interpersonal skills
• Excellent organizational skills
• Ability in problem-solving and negotiation

Nice to have

• Experience with Anaplan, OneStream, Oracle, SAP, or a similar EPM cloud-based technology

Benefits

• Medical, dental, and vision plans
• 401(K) with company match
• Life insurance
• Disability insurance
• Flexible Time Off
• Paid holiday time
• Paid maternity and paternity leave
• Monthly technology and wellness allowance
• Annual training allowance program

About the company

Spaulding Ridge is an advisory and IT implementation firm. They help global organizations get financial clarity into complex sales, operational, and financial management decisions.