Principal Strategic Optimization Consultant

Make Your Mark

The Platform Adoption Services Principal partners with customers to integrate strategy, process, and technology, provide thought leadership, and optimize the accounting & finance function. Consultants partner with customers to design and drive a digital transformation roadmap leveraging BlackLine.

The role includes partnering with Account Managers to develop a deployment plan for the Transformation Framework, challenging customer processes, designing innovative solutions, delivering consulting services, and driving revenue growth while preventing churn and enriching the customer experience.

Key activities also include delivering process optimization deliverables, solution architecture, executive touchpoints, and recommendations to accelerate customer fiscal innovation.

You’ll Get To

• Using the Transformation Framework, partner with customers as they pursue digital transformation.
• Ensure that customers are aware of all billable services available to partner with them on their journey.
• Generate pipeline and independently close on billable consulting engagements with customers. Responsible for utilizing knowledge of company products and services and developing sales pitches to connect with customers and generate sales.
• Work with customers to assess current state processes, challenge the current state, architect potential solutions, and partner to deliver process optimizations. (BlackLine Optimization Blitz)
• Design original, innovative solutions for complex customer challenges where no standard solution currently exists.
• Articulate value and benefits associated with optimized solutions.
• Document process optimization use cases in a way that allows for their use throughout BlackLine.
• Shadow customers as they pursue digital transformation, providing consultative guidance worthy of elevated hourly billing rates to ensure success (BlackLine Optimization Consulting Services).
• Leverage prior and current experiences and expertise to develop and deliver thought leadership to customers through webinars and other multi-customer events.
• Listen to customers to understand their needs and translate their pain points into actionable BlackLine solutions.
• Using professional judgment and expertise, offer opportunities where customers can provide their processes without written documentation; review and analyze the processes and develop solutions (even when the customer is unsure of their process) based on personal experience and experience with other customers.
• Provide coaching, mentoring, and guidance for POCs to assist with more complex process optimizations.
• Engage with customer leadership and partner with AM to understand the customers’ goals, objectives, and challenges and adapt our offerings to support their needs.
• Work as a team with Account Managers and other departments on account planning focused on ACV expansion, services revenue, user adoption, referencability, and preventing attrition.
• Deliver actionable advice and expertise to customers regarding using BlackLine’s solutions as a foundational technology supporting their digital transformation journey.
• Maintain and elevate BlackLine knowledge as well as other relevant domain knowledge that is imperative for advising customers on their Digital Transformation.
• Identify and communicate on "at-risk" customers and work with AM and leadership to devise best approach.
• Exhibit authentic energy for BlackLine solutions and the desire to motivate and engage our customers.
• Other duties as assigned.

What You Bring

• Years of Experience:
  • 8+ years in accounting / auditing and/or accounting / auditing / financial industry software solutions.
  • 6+ years customer‑facing experience.
  • 5+ years BlackLine experience.
• Education:
  • Bachelor’s degree in Accounting, Economics, or Business Administration.
• Technical/Specialized Knowledge, Skills, and Abilities:
  • Strong interpersonal skills and experience building relationships.
  • Strategic focus with actionable plans.
  • Ability to adapt to changing priorities, customer needs in high‑pressure situations with poise, diplomacy, and tact.
  • Comfort and confidence in dealing with the unknown; ability to complete the puzzle without a final picture.
  • Highly process‑oriented mindset, aptitude for dissecting processes and delivering optimized solutions.
  • Excellent listening and empathy skills to identify with the customer and help solve their business challenges.
  • Desire to be solution focused.
  • Strong verbal and written professional communication.
  • Demonstrated strong presentation skills, including content building and delivery in varied settings.
  • Constantly elevate knowledge of BlackLine, current accounting practices, and industry changes.
  • Demonstrated advanced knowledge of BlackLine solutions to optimize processes.

We’re Even More Excited If You Have

• Recognized processes optimization skills and ability to architect multiple solutions with limited customer support/documentation.
• Demonstrated value communication skills; succinctly tie customer challenges to actionable solutions that deliver value.
• Demonstrated leadership skills.
• Adaptability to changing priorities and customer needs.
• Self‑motivated, proactive team player with curiosity and passion for learning.
• Prioritization and time‑management skills.
• CPA, CIA, or related professional accounting certification.

Thrive at BlackLine Because You Are Joining

• A technology‑based company with a sense of adventure and a vision for the future.
• A culture that is kind, open, and accepting.
• A culture where BlackLiner's continued growth and learning is empowered.

Salary Range

USD $152,000.00 / Yr. – USD $190,000.00 / Yr.

Pay Transparency Statement

Placement within this range depends upon several factors, including the applicant's prior relevant job experience, skill set, and geographic location.

In addition to base pay, BlackLine also offers short‑term and long‑term incentive programs, based on eligibility, along with a robust offering of benefit and wellness plans.

We are committed to pay transparency and ensuring candidates have clear information about compensation expectations. For roles that include variable incentive components such as an Incentive Compensation Plan (ICP) or On‑Target Earnings (OTE), the compensation structure may follow a split model – for example, a 50/50, 70/30, or 60/40 ratio between base salary and variable incentive.

Accommodations

BlackLine is committed to creating an inclusive and accessible experience for all candidates. If you require a reasonable accommodation that would better enable your success during the application or interview process, please complete this form.

BlackLine is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity or expression, race, ethnicity, age, religious creed, national origin, physical or mental disability, ancestry, color, marital status, sexual orientation, military or veteran status, status as a victim of domestic violence, sexual assault or stalking, medical condition, genetic information, or any other protected class or category recognized by applicable equal employment opportunity or other similar laws.