EPM Manager - Professional Services

Job Description

Title: EPM Manager - Professional Services

\n

Compensation Package: $140,000 - $190,000 + Bonus + Equity

\n

Location: West Coast

\n

Work Setting: Remote

\n

\n

About the Opportunity

\n

A fast-growing enterprise planning technology company is seeking a Professional Services Manager to take ownership of complex customer implementations from initial scoping through successful delivery.

\n

\n

This is not a traditional project management position. You'll combine EPM implementation expertise, FP&A knowledge, client leadership, and project delivery, working directly with customers before and after deals are signed.

\n

\n

You'll own projects end-to-end, partner with Sales during the pre-sales process, oversee both internal and partner-led implementations, and act as a trusted advisor to senior Finance stakeholders throughout their transformation journey.

\n

\n

Key Responsibilities

\n

Implementation & Project Delivery

\n

\n
• Own end-to-end delivery of enterprise planning implementations, from pre-sales scoping through kickoff, delivery, and value realization
\n
• Develop project plans, sprint plans, budgets, resource plans, and supporting delivery documentation
\n
• Manage scope, project risk, change control, timelines, and stakeholder expectations
\n
• Identify potential delivery risks early and implement appropriate mitigation strategies
\n
• Manage multi-workstream projects involving both technical delivery and organizational change
\n
• Oversee implementations delivered directly to customers as well as projects delivered through third-party partners
\n
• Ensure internal and external delivery teams maintain consistently high quality standards
\n

\n

\n

Pre-Sales & Solution Scoping

\n

\n
• Partner with Sales throughout the pre-sales cycle
\n
• Scope prospective implementation projects and estimate delivery effort
\n
• Develop and present Statements of Work (SOWs) directly to customers
\n
• Establish clear expectations around scope, timelines, resources, and delivery before contracts are signed
\n
• Critically evaluate project scope and identify potential delivery risks before implementation begins
\n

\n

\n

Client & Stakeholder Management

\n

\n
• Act as a trusted advisor to senior Finance and business stakeholders
\n
• Advise customers on process and organizational changes required to maximize value from their planning platform
\n
• Facilitate discussions across technical and business stakeholders
\n
• Coordinate with Sales, Product, Support, Customer Success, and implementation partners to provide a consistent client experience
\n

\n

\n

Delivery Excellence & Innovation

\n

\n
• Develop strong enough platform knowledge to help unblock teams on product and FP&A-related questions
\n
• Help evolve implementation methodologies, templates, sprint structures, and design practices
\n
• Explore and deploy AI capabilities to accelerate implementation delivery and improve the customer experience
\n
• Mentor junior delivery professionals and partner-side consultants
\n
• Help establish and maintain delivery standards across the wider Professional Services organization
\n

\n

\n

Required Qualifications

\n

\n
• 4+ years of hands-on experience implementing a financial planning or EPM platform
\n
• Strong understanding of FP&A processes, including budgeting, forecasting, reporting, and consolidation
\n
• Experience scoping implementation projects during the pre-sales process
\n
• Experience developing and presenting SOWs directly to customers
\n
• Experience managing implementations delivered through third-party partners or resellers
\n
• Proven experience managing complex, multi-stakeholder and multi-workstream implementation projects
\n
• Ability to understand technical project scope and proactively identify delivery risks
\n
• Strong client-facing communication and presentation skills
\n
• Confidence working with and influencing senior Finance stakeholders
\n
• Experience with SaaS project management tools and Agile or hybrid delivery methodologies
\n

\n

\n

Preferred Experience

\n

\n
• Workforce Planning or additional enterprise planning use cases
\n
• Experience across multiple EPM or financial planning platforms
\n
• Formal Project Management qualifications or certifications
\n
• Experience mentoring junior consultants or delivery professionals
\n
• Exposure to AI-enabled implementation or delivery processes
\n

\n

\n

Benefits

\n

\n
• Competitive compensation package
\n
• Equity participation
\n
• Competitive vacation policy
\n
• Medical insurance
\n
• Learning & Development budget
\n
• Wellbeing platform access
\n
• Language learning opportunities
\n