Consultant, Managed Services

🕒 6 days ago

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Logo of Vena Solutions

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 • Build and foster strong client relationships • 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 coaching • Provide technical configuration for the customer including data modeling and template design • Work with clients on strategic planning and roadmap for expanded use of Vena • Partner with Customer Success team to nurture customer advocacy

🎯 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 such as budgeting, forecasting, financial consolidations, month-end close processes, and general reporting • proven top performer with a diligent work ethic • technical prowess with an ability to quickly grasp and explain complex concepts • ability to solve sticky situations and turn customers into advocates • great team player and ability to thrive in self-managed environments

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