EPM Cloud Pre-Sales Solution Consultant Job – Los Angeles / San Diego

EPM Cloud Pre-Sales Solution Consultant Job

 Los Angeles or San Diego


A leading EPM Cloud/SasS Software provider is seeking a seasoned Pre-Sales Solution Consultant who wants to build a great career helping to drive exciting, high-growth business to the next level.

As the fastest growing cloud-based Enterprise Performance Management (EPM) company, the client is growing and looking for a high-energy individual with exceptional business acumen who wants to be part of that success.

The Solution Consultant is central to how the company does business, serving as the subject matter experts who works with prospective customers as they evaluate their corporate Budgeting, Planning, Forecasting & Consolidation challenges and goals while a considering EPM solution.  Working to understand the buyers’ needs and delivering dynamic presentations to drive compelling discussions which map and illustrate the solutions and benefits that the software solution can bring to their prospects’ issues and business effectiveness. Their customers benefit from improved business agility, improved security and lower overall cost compared to legacy on-premises alternatives. World-class companies like NEC, Burlington Coat Factory and Splunk are just a few customers that trust the client’s software solution to power their strategic financial processes.

The ideal candidate will be based on the west coast.


  • Support the sales cycle for solution based activities through customized product demonstrations, Proofs of Concept, and hands-on workshops
  • Confidently present industry and domain focused expertise and convey understanding and professionalism to prospective customers
  • Demonstrate business benefits and the value of using the Cloud EPM solution
  • Drive the initial evaluation and qualification of the customer opportunity
  • Maintain product competence by keeping abreast of new product enhancements, product best practices and new product offerings
  • Bring a high level of energy to the team
  • Embrace an entrepreneurial spirit and add creative ideas and perspective to all internal and external interactions

 Desired skills and experience:

  • More than three years of relevant financial applications experience
  • Experience in multi-product solution selling within the Enterprise Performance Management sector or other similar application software focused on finance
  • Working knowledge of Financial Planning and Analysis standards and practices and the associated challenges and pains experienced by finance and the broader business
  • Working knowledge of the monthly close and consolidation process and associated challenges and pains experienced by accounting and the broader business
  • Proven ability to establish credibility with senior finance and accounting professionals.
  • A strong background of solving complex challenges in sophisticated business environments
  • Able to understand and explain business and technical issues related to Customer’s proposed solution
  • Exceptional presentation skills to drive highly compelling meetings and product demonstrations Sales positioning and process experience
  • Outstanding communication (written and oral), organizational and time management skills
  • Ability to execute to a plan and demonstrate dependability and ownership
  • Ability to prioritize opportunities and tasks
  • Bachelor’s degree or equivalent required; advanced degree desirable.
  • Ability to travel as needed.


Location:  Los Angeles San Diego Area
For more information and to submit a resume about this position contact Dan

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Project Manager for EPM Cloud-Based Software Provider

A leader in cloud-based financial software applications for planning, consolidation, reporting, and analytics for Enterprise Performance Management (EPM) is seeking a Project Manager to join their professional services team.

The company has posted record-breaking customers and bookings growth every year.  They’ve been recognized as a visionary in the market by leading research and analyst firms and have won numerous awards.  A pre-IPO opportunity.


Job Description

  • A seasoned Project Manager with a strong track record managing successful software project life cycles.
  • Must have an accounting or finance background or MBA.
  • Experience managing projects with a minimum of three resources 6 months in length.
  • Five plus years managing projects supporting finance activities, i.e. treasury systems, ERP, EPM, GL or Payroll systems.
  • Managed vendor and client side relationship for a team of 5 or more including scope, resources & dollars.
  • Ability to identify, track, monitor and communicate project related issues, scope changes, variances and contingencies that may arise during the project life cycle.
  • Professional services team and will be helping the team drive metrics and margins (billable resource).
  • Advanced Knowledge of MS Excel (MS Suite) and MS Projects are essential.
  • Travel 30% of the time.

Skills and Experience

  • BS in Accounting or Finance.
  • Strong organization, written and communication skills.
  • Strong sense of urgency, attention to detail, quick learner, highly organized and proactive.
  • The ability to multitask and handle tight deadlines and timeframes.
  • The ability to communicate with and manage project team, executive stakeholders and steering committee expectations.
  • The ability to manage and deliver projects on time and on budget.
  • The ability to manage a team of resources for multiple projects.
  • The ability to manage project related items such as: resource hours, resource tasks, project scope and requirements.
  • The ability to create and manage forecasted revenue and expense by project.
  • Experience documenting, developing and presenting business process and requirements.
  • Demonstrates strong analytics, collaboration and problem solving skills.
  • Strong history of working in a fast pace environment.

Nice to Have

  • Experience with enterprise planning software and/or financial application software.
  • Have worked for a SaaS company before
  • Have worked for a software company before
  • Has managed their own utilization target
  • Certified in PMP
  • Prior EPM/ CPM implementation experience (i.e. Cognos, SAP BPC or OutlookSoft, Hyperion, TM1 etc.).

To apply, email Dan at Fairwinds Recruiting.


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