Customer Engagement Specialist
Adaptive Planning, Inc - Mountain View, CA

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Reporting to the Director of Customer Engagement, the Customer Engagement Specialist (CES) is a key individual supporting the Sales Team and the long-term success of Adaptive Planning, the leading provider of on-demand, corporate performance management (CPM) solutions. This position requires you to pay close attention to details as you capture new and existing customers budgeting, forecasting and reporting requirements and facilitating a successful implementation project. You will engage with customer project stakeholders and multiple functions within the Adaptive Planning organization.

Essential Functions and Responsibilities: Support new customer engagement process to include:
    • Supporting delivery and ongoing improvement of customer engagement content and process.
    • Capture and document customer budgeting, forecasting and reporting requirements and project objectives.
    • Lead meetings to present implementation project approach and options, make recommendations, review and address open questions.
    • Create documentation related to the project estimate and project statement of work.
    • Manage process from project commitment to handover to Professional Services Team.
    • Scope add-on services including model modifications and updates for existing customers
    • Partner with Customer Success Team to provide product and services expertise.
    Additional Responsibilities:
    • Provide feedback and information to support customer marketing and product development efforts.
    • Develop and maintain product demonstration models with the Solution Specialist Team.
    Minimum Qualifications:
    • 3 years of experience leading and/or delivering projects in the areas of accounting or finance
    • Able to communicate internally and externally through email and phone calls
    • Excellent organizational skills with attention to detail
    • Strong knowledge of accounting and finance
    • Willingness to learn and take on additional responsibilities when presented or uncovered
    Location: SF Bay Area or Remote depending on experience

    Compensation: Base/Incentive Compensation + Options + Benefits

    Contact: Qualified applicants should submit their resume and a cover letter highlighting their financial planning experience to the company via email at . Please include the words “CES13” in your email subject line.