Description

This is a flexible position and has the option to work in our Toronto office full time, hybrid throughout the week, or entirely remotely within Canada.

Are you someone who loves to build deep and meaningful client relationships? Do you enjoy applying your technical consulting skills to our customers, making them wildly successful on the Vena platform? Then the Consultant, Managed Services role at Vena Solutions might be a great fit for you! As a Managed Services Consultant, you will own and manage a defined portfolio, act as an extension into the organization and provide a personalized experience for our customers. You will be responsible for ensuring their ongoing success on the Vena platform. You will provide advisory and best practice guidance, delivery training, education and deploy technical configuration for our customers. We are looking for sharp finance and tech-savvy minds with a passion for making peoples’ lives better. You will work directly with our clients on a regular basis and enable them for success.

How You'll Make an Impact

• Maintain and manage a portfolio of customers subscribed to Expert Services offering

• Build and foster strong client relationships, gaining credibility and trust

• Provide design and architectural guidance applying best practices and product knowledge for our customers

• Regularly touch base with clients throughout the contract life cycle and participate in business reviews and product feature demonstrations

• Conduct one-on-one training session and provide ad-hoc coaching for design and template construction

• Provide technical configuration for the customer including data modeling, Vena scripts, template build/design etc.

• Work with clients on strategic planning and roadmap for expanded use of Vena

• Partner with Customer Success team to nurture the customer in being a Vena advocate and identify expansion opportunities

We'd Love to See

• You have 4+ years of software implementation, consulting or finance/accounting experience

• You have advanced proficiency in Microsoft Excel

• You are customer service focused and in possession of superior client interaction skills, with the ability to communicate to all levels across an organization including C-Level leaders when needed

• You have exceptional organizational, presentation, and communication skills

• You demonstrate a strong knowledge of financial processes and applications such as budgeting, forecasting, financial consolidations, month-end close processes, and general reporting

• You are a proven top performer with a diligent work ethic and willingness to go the extra mile to ensure Customer Success

• You have technical prowess, love to play with technologies, and have the ability to quickly grasp complex technical concepts, making them easily understandable to a variety of end users

• You are tenacious and have a talent for solving sticky situations, creating consensus and turning customers into advocates

• You are a great team player and can also thrive in self-managed and independent environments

• Our salaries are tailored to roles, levels and locations. Your individual pay within this range is influenced by factors like work location, skills, experience and education. As you progress in your role, your compensation may adapt, offering flexibility for growth beyond initial levels. For specifics, your recruiter will provide details and address any questions during the hiring process.

About Vena Solutions

At Vena, we’re reimagining how businesses plan and grow: powered by data, collaboration, and innovation

Headquartered in Toronto with a global reach, we help finance teams work smarter using the tools they already love (yes, we’re talking about Excel!). Trusted by over 1,800 organizations and 150,000+ users every day, Vena Solutions brings clarity to complexity.

We're a people led company that leads with our CORE values (Customer Trust, One Team, Respect & Authenticity and Execution Excellence) and are driven by our mission

We’re growing fast, thinking big, and having fun along the way. The future of finance is being built here, and we’d love for you to be part of it

We offer competitive and comprehensive total rewards packages that we review yearly to stay ahead of the market! Transparency is key, we keep you in the loop on how we design our comp programs. Build your future with our Employee Stock Option Program, Retirement Savings, Support & 401k Matching Programs.

Level up your skills with Vena! We support your journey with education subsidies, professional development programs, and learning opportunities to help you grow your career and reach your goals. Your future is bright and we’re here to invest in it!

Your well-being = our priority! Great health & dental plans, wellness sessions (virtual & in-person), Employee Assistance Program (EAP), and a free Headspace subscription to support your mental health.

Vena is everywhere you are! With offices in Toronto, London, and Indore, as well as team members across the United States, EMEA and beyond, we're a truly global company. Collaborate with colleagues around the world and bring diverse ideas to life: no passport required!

Recharge with generous leave options - perfect for vacation, wellness, personal time, parental support, volunteering, and more.

We embrace a flexible culture that supports different ways of working, depending on the role and location. While some of our teams enjoy hybrid arrangements, others thrive in-office or remotely. With modern workspaces in Toronto, Indore, and London, we offer inspiring environments when you need them - and the freedom to work in ways that work best for you and your team.

At Vena, we don’t just keep up, we're leading the way!

We empower team members at every level to actively explore AI best practices, identify meaningful opportunities to apply AI in their work, and champion innovative solutions that drive impact.

By fostering a culture of curiosity, innovation, and responsible use, we’re building a future where AI enhances how we work, think, and lead. From automating workflows to enhancing insights, AI is woven into everything we do.

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