Professional Services Manager

About the company

The company is the leading Business Planning solution for finance teams to drive performance. By automating reporting, enabling collaboration, and simplifying planning and forecasting, we help finance teams shift from number crunching to driving strategic decisions.

Founded in 2020 by two former CFOs, we’ve grown into a global team of 100+ people across 30+ nationalities. Headquartered in New York, we have offices in Toronto and Barcelona. We’re trusted by industry leaders such as Dish Networks, Strava, BetterUp, Kajabi, JG Wentworth, Abridge, Cortex, and hundreds more.

We have raised over $100m, closing in June 2025 our $60M Series B, led by Scale Venture Partners, with the strong participation of Cathay Innovation, Y Combinator, Atomico, Creandum, and angel operators from Adyen, Zapier, and Twitch.

Our mission is ambitious and we can’t do it alone - join the company as we build the future of Business Planning!

About the Role

• Own end-to-end delivery of the company 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.

Benefits

• Competitive compensation including equity package

• Competitive vacation policy

• Medical Insurance

• L&D budget

• Access to Meditopia (wellbeing platform)

• Language courses (English / Spanish)

Our Values

Customer Obsession: We share the understanding that the company's sole purpose is to create value for customers and relentlessly deploy all creativity and energy to that end.

Audacious Ambition: We dream big and embrace discomfort. We assume risks, make on-time mistakes and learn how to methodically accomplish our goals.

Good People: We are self-reflective and praise diversity of thought. We don't justify the end with the means and know where to draw the line. We have fun every day.

Tough Love: We truly care for everyone in the team and embrace honest feedback and radical candor as ways to genuinely help each other.

Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status.