FP&A Pre-Sales Consultant
About The Position
As our next FP&A Pre-Sales Consultant, you’ll play a key role in advising Cube’s prospective customers during their evaluation process. You will be responsible to learn about their existing pain points and challenges and help them understand how Cube can solve these challenges and add value to their business. You'll play an integral role in the expansion of the Cube product and the growth of the company. This role requires a blended mix of FP&A, technical and sales skills relating to the implementation of business software applications. You’ll report to our Head of Solutions Consulting, and will have an opportunity to work across the entire team--making a huge impact on our company and customers.
Requirements
- At least 3+ years of experience in Finance, FP&A Consulting or Presales Consulting.
- Bachelor’s degree in finance, accounting, economics, business or related field is preferred.
- Experience working with, or implementing an FP&A software application such as: Anaplan, Vena, Adaptive Insights, OneStream, Planful, Hyperion or a similar application.
- Familiar with navigating ERP, CRM, and HRIS systems and utilizing their data extracts.
- Versed and experienced with business analysis and financial modeling.
- You’re an Excel pro with knowledge in modeling, reporting, and data analysis skills with sophisticated formatting.
- You’re a strong communicator in a remote setting--we meet regularly and present ideas in video calls internally and with customers.
- You are fulfilled creating high-quality, detailed work, but understand how to balance that with a team that will need speed and flexibility, too.
- Resourceful, adaptable, and resilient; you’ll be comfortable working autonomously across a high volume of projects while utilizing a variety of tools.
Nice To Haves
- Naturally curious and always asking, “Why?” or “How can we make this better?”
- Comfortable switching gears between strategic thinking and getting in the tactical weeds.
- The affable type of person who people instantly feel like they’ve known for years—approachable, easy to talk to, and authentic.
Responsibilities
- Meet with prospective customers, clarify their business requirements and customize demo content to demonstrate how Cube can solve their problems.
- Work closely with the Sales Team to evaluate and assist in sales strategy and solution recommendations.
- Lead functional and technical sales discussions and identify how Cube can be a solution for our prospective customer's needs.
- Confidently present industry and domain focused expertise to convey solution fit to prospective customers.
- Develop proof of concept models to help customers visualize their data within the Cube platform.
- Demonstrate business benefits and the value of using the Cube platform.
- Interact with the product development team to review prospective customer platform requirements.
Benefits
- We provide 100% covered employee medical, dental, and vision insurance options, including FSA/HSA options plus free memberships to OneMedical, Teladoc, and Talkspace.
- Our flexible paid vacation and sick/mental health time guidelines help you get the time and space you need.
- We offer stock options to all full-time employees of Cube, as we want you to be connected to the success of the company.
- We offer 12 weeks of 100% paid parental leave for the birthing parent.
- We offer each Cuber a quarterly learning budget to spend on books, classes, or events that support your development.
- You’ll be joining an experienced team of tech startup leaders who are eager to work with you and provide support and mentorship!
- You’ll work for a company that our customers are truly excited about!
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
101-250 employees
