Solutions Engineer

PFM • Philadelphia, PA

3d • $65,000 • Hybrid

About The Position

This position is in Philadelphia, PA and will work in PFM's Center City, Philadelphia office 3 times per week. Authorization to work in the U.S. for any employer without sponsorship, now or in the future, is a requirement for application to this role. The Solutions Engineer helps Synario customers create and manage their financial models, using our proprietary Synario financial modeling software. Synario helps to solve long-term forecasting and analysis challenges, and gives customers (including higher education instructions, utilities, transit agencies and corporations), the confidence to face any financial future.

Requirements

• Bachelor's degree
• One year of relevant, transferable professional experience, such as financial modeling in Excel, or another financial modeling platform
• Strong quantitative, problem-solving, and analytical abilities
• Excellent verbal/interpersonal communication, presentation, and listening skills

Nice To Haves

• Experience with complex financial modeling either in Excel or other financial modeling platform
• Personality and aptitude to build strong relationships and bonds with prospect/client base
• Interest in honing/developing new and specialized skills in financial modeling and analysis
• Experience/understanding of financial and budget imperatives
• Familiarity with computer programming skills/concepts
• High-order organizational skills and with a strong attention to detail
• Strong sense of accountability, integrity, and ethics

Responsibilities

• Work in Client Service to design, configure and build financial models using Synario to meet the needs of our clientele
• Advise clients in designing the optimal approach to configuring the model
• Assist clients in writing required logic to solve for their projection requirements and use cases
• Assist in, and eventually lead, the training attendant to the implementation process, which involves e-learning, classroom, and web-based seminars
• Present the platform and be able to communicate effectively to C-Level users
• Provide advice and support related to client forums, client success initiatives, and other outreach programs
• Serve as the primary interface for product related issues during the implementation process and ongoing support of their use
• Build strong client relationships and instill confidence across the organization especially with the program leaders and technical contacts
• Support the sales team in configuring and leading demonstrations of the product to solve customer challenges

Benefits

• generous flexible paid time off
• tuition reimbursement
• student loan repayment
• performance-based bonuses
• 401k retirement plan with employer match and annual profit-sharing opportunity
• medical/dental/vision insurance
• health and wellness benefits
• disability and life insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 251-500 employees