4+ years of experience implementing a financial planning/EPM platform is mandatory.
Experience in pre-sales project scoping and SOW presentation to clients.
Direct experience managing implementations via third-party partners and directly to customers.
Familiarity with FP&A processes to effectively challenge client assumptions.
Knowledge of additional planning use cases, like workforce planning, is advantageous.
Proven ability to manage complex projects involving multiple stakeholders and workstreams.
Proficient in SaaS project tools and Agile/hybrid methodologies.
Responsibilities
Own the full delivery of Abacum implementation projects from start to finish.
Collaborate with Sales to scope and size projects during the pre-sales phase.
Develop project documents, sprint and resource plans specific to delivery needs.
Manage both direct customer deliveries and those executed by partners.
Oversee project scope, risk, and change control, escalating issues early on.
Act as a trusted advisor to client stakeholders, advising on process and organizational changes.
Ensure cohesive client experience by coordinating with various internal teams and partners.
Engage hands-on with the product to support team queries and blockers.
Contribute to delivery methods, leveraging Ai for improved efficiency and customer experience.
Mentor junior team members and partners on delivery standards.
Benefits
Competitive compensation with equity options.
Generous vacation policy.
Comprehensive medical insurance.
Budget for learning and development opportunities.
Access to a wellbeing platform (Meditopia).
Language courses available in English and Spanish.
Full Job Description
About the Role
Own end-to-end delivery of Abacum implementation projects, from pre-sales scoping through kickoff and delivery, driving customers to success and value realization on the platform.
Partner with Sales during the pre-sales cycle to scope projects, size effort, and present and walk clients through the SOW, setting the right expectations before the deal closes.
Build project documents, sprint plans, budgets, and resource plans tailored to project and delivery model.
Manage implementations that involve both direct customer delivery and delivery through partners, holding partners to the same quality bar as internal delivery.
Manage scope, risk, and change control, escalating early using our governance processes.
Act as the trusted advisor to client stakeholders; not just running the plan, advising on process and org changes needed to get value from the platform.
Coordinate with Product, Support, Sales, Customer Success, and delivery partners to keep a single, coherent client experience.
Get hands-on with the product itself, deep enough to unblock the team on platform or FP&A concept questions without escalating.
Contribute directly to how we deliver: developing/deploying Ai to speed up delivery and enhance the customer experience, refining templates, sprint cadences, and design-phase practices as we continually evolve our methodology.
Mentor junior delivery team members and, where relevant, partner-side consultants on delivery standards and quality bar.
What You Bring
4+ years of hands-on experience implementing a financial planning/EPM platform; this is a requirement, not a nice-to-have.
Experience scoping projects pre-sale and presenting SOWs directly to clients, comfortable being in the room before the deal is signed, not just after handoff.
Direct experience managing implementations delivered through third-party partners or resellers, alongside those delivered directly to customers.
Working knowledge of FP&A processes (budgeting, forecasting, reporting, consolidation), enough to challenge a client's assumptions, not just document them.
Working knowledge of other planning use cases such as workforce planning and others is a bonus.
Track record managing multi-stakeholder, multi-workstream projects with both technical and change-management components.
Ability to read a scope document critically and flag risk before it becomes a delivery problem.
Proficiency with SaaS project tools and Agile/hybrid methodologies.
Excellent at client-facing communication, comfortable presenting to and influencing senior finance stakeholders.
Formal Project Management Qualifications are a plus, not a requirement.
