Vena Solutions
501 - 1000 employees
Founded 2011
☁️ SaaS
💸 Finance
🤝 B2B
💰 Debt Financing - Vena Solutions on 2025-04
SaaS • Finance • B2B
Vena Solutions is a SaaS provider of an Excel-native financial planning and analysis (FP&A) platform that helps finance teams with budgeting, forecasting, reporting, consolidation, and cash-flow and workforce planning. The platform integrates natively with Microsoft 365 apps, ERP/CRM/HRIS systems, and includes an OLAP database (CubeFLEX) and AI features (Vena Copilot) to accelerate modeling, collaboration, and decision-making for enterprise finance organizations.
Consultant, Managed Services
🕒 June 30
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Vena Solutions
501 - 1000 employees
Founded 2011
☁️ SaaS
💸 Finance
🤝 B2B
💰 Debt Financing - Vena Solutions on 2025-04
SaaS • Finance • B2B
Vena Solutions is a SaaS provider of an Excel-native financial planning and analysis (FP&A) platform that helps finance teams with budgeting, forecasting, reporting, consolidation, and cash-flow and workforce planning. The platform integrates natively with Microsoft 365 apps, ERP/CRM/HRIS systems, and includes an OLAP database (CubeFLEX) and AI features (Vena Copilot) to accelerate modeling, collaboration, and decision-making for enterprise finance organizations.
📋 Description
• Maintain and manage a portfolio of customers subscribed to Expert Services offering • Build and foster strong client relationships, gaining credibility and trust • Provide design and architectural guidance applying best practices • Regularly touch base with clients throughout the contract life cycle • Conduct one-on-one training sessions and provide ad-hoc coaching • Provide technical configuration for the customer • Work with clients on strategic planning and roadmap for expanded use of Vena • Partner with Customer Success team to nurture the customer
🎯 Requirements
• 4+ years of software implementation, consulting or finance/accounting experience • Advanced proficiency in Microsoft Excel • Customer service focused with superior client interaction skills • Exceptional organizational, presentation, and communication skills • Strong knowledge of financial processes and applications • Proven top performer with a diligent work ethic • Technical prowess and the ability to grasp complex technical concepts • Tenacious with a talent for solving sticky situations • Great team player and can thrive in self-managed environments
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