Solutions Consultant - FP&A (Product Implementation)

Join Drivetrain, a pioneering company dedicated to transforming the way businesses make informed decisions. Our innovative financial planning and decision-making platform enables organizations to scale effectively and meet their goals with confidence.As a remote-first company based in the vibrant San Francisco Bay Area, Drivetrain was founded in 2021 by a dynamic team of former Google employees. We are rapidly expanding, fueled by support from top venture capital firms. Embracing Remote Work: At Drivetrain, we unite exceptional talent from across the globe, offering them the autonomy they need to excel. We place our trust in our team members. Commitment to Transparency: We believe that access to information empowers our creators to deliver their best work. Fostering Innovation: We cultivate an environment where ideas can flourish, encouraging risk-taking and learning from mistakes. Here, every team member can propose great ideas and drive positive change. Customer-Centric Approach: Our product-led growth strategy focuses on continuous learning from our clients, enabling us to create exceptional software solutions tailored to their needs.Role OverviewAt Drivetrain.ai, we don’t just envision solutions; we bring them to life. We are seeking a Solutions Consultant who possesses both technical expertise and financial acumen to collaborate closely with our Account Executives and Data Analysts. In this role, you will delve into the details—creating data architectures, developing intricate financial models, and showcasing the real-world benefits of Drivetrain to CFOs and finance leaders.Key ResponsibilitiesArchitecting and Building Solutions: Transition from high-level strategies to practical execution.You will design, model, and implement proof-of-concept projects and pilot programs within Drivetrain to address specific financial challenges.Advising the CFO Office: Serve as a trusted consultant to CFOs and VPs of Finance. You'll convert their intricate business needs—ranging from FP&A and consolidation to scenario planning—into robust technical frameworks.Data Architecture and Integration:

At Drivetrain, we are committed to transforming how businesses approach financial planning and decision-making. Our innovative platform empowers organizations to scale confidently and meet their objectives with precision. As a remote-first enterprise with headquarters in the vibrant San Francisco Bay Area, Drivetrain was established in 2021 by former Google employees. We are rapidly progressing on a path to success, supported by prominent venture capital partners. Remote-first Culture: We bring together talented individuals from all over, fostering an environment that grants autonomy and trust to our team. Transparency: We believe in open communication, enabling our team to access the information necessary for producing outstanding work. Innovation-Driven: Our culture encourages exploring new concepts, taking calculated risks, and learning from experiences to foster success. We value every employee's input and allow the best ideas to flourish. Customer-Focused: Our product-led growth strategy is driven by continuous engagement with our customers, collaborating to enhance the exceptional software solutions that Drivetrain delivers.About the RoleAt Drivetrain.ai, we are not just envisioning the future; we are creating it. We are seeking a Solutions Consultant who possesses both technical prowess and financial acumen to collaborate with our Account Executives and Data Analyst teams. In this role, you will focus on the practical aspects of our solutions—designing data architectures, developing intricate financial models, and showcasing the measurable benefits of Drivetrain to CFOs and Finance leaders.What You’ll DoDesign & Implement Solutions: Transition from high-level strategies to hands-on execution. You will craft, model, and configure proof-of-concept and pilot implementations within Drivetrain to address specific financial challenges.Support the CFO's Office: Serve as a trusted advisor to CFOs and VPs of Finance. You will interpret their intricate business needs—from FP&A and consolidation to scenario planning—into effective technical solutions.Data Architecture & Integration:

At Drivetrain, we are dedicated to empowering businesses to enhance their decision-making processes. Our innovative financial planning and decision-making platform enables organizations to scale efficiently and meet their goals with confidence.As a remote-first company based in the San Francisco Bay Area, we were founded in 2021 by former Google professionals. Drivetrain is rapidly growing, backed by prominent venture capital firms, and is on a path toward significant success. Embracing Remote Work: We unite top talent from around the globe, offering autonomy and trust to our team members. Transparent Communication: We believe that access to information fosters creativity and excellence. Support for Innovation: Our environment encourages exploration of new ideas, risk-taking, and learning from mistakes, allowing everyone to contribute to positive change. Customer-Centric Approach: Our product-led growth strategy focuses on continuous learning from our customers, collaborating to develop exceptional software solutions.Role OverviewAt Drivetrain.ai, we don't just envision a future; we construct it. We are in search of a Solutions Consultant with both technical expertise and financial acumen to collaborate closely with our Account Executives and Data Analyst teams. In this position, you will dive into the intricacies of our solutions, architecting data structures, developing complex financial models, and illustrating the measurable benefits of Drivetrain to CFOs and Finance leaders.Key ResponsibilitiesDesign & Implement Solutions: Transition from high-level strategy to hands-on execution. You will create, model, and configure proof-of-concepts and pilot implementations within Drivetrain to address specific financial challenges.Advise the CFO Office: Serve as a trusted advisor to CFOs and VPs of Finance. You will interpret their intricate business needs—from FP&A and consolidation to scenario planning—into effective technical solutions.Data Management: Collaborate with cross-functional teams to ensure optimal data organization and utilization.

Join Fieldguide as an Implementation Consultant - Advisory, where you will leverage your expertise to help clients successfully implement and optimize our innovative solutions. You will work closely with clients to understand their needs, guide them through the implementation process, and ensure they achieve maximum value from our services.

Join Callan's Implementation Solutions Group as a Senior Analyst, where you will play a pivotal role in enhancing our consulting services. Your responsibilities will encompass conducting thorough due diligence for trust and custody services, executing comprehensive service and fee benchmarking studies, offering transition management support, and delving into the research of digital assets. The Implementation Solutions Group is dedicated to delivering top-tier consulting services for both retainer and non-retainer clients on a project basis. Our mission is to help clients achieve Operational Alpha—maximizing efficiencies through improved investment structures, streamlined operational processes, and cost savings. This initiative is a cornerstone of Callan’s “Total Consulting” approach, which integrates Operational Alpha with Performance Alpha. The latter focuses on the expert application of Callan's capabilities in areas such as asset allocation, policy guidelines, manager structure, performance measurement, and global manager research. We seek a candidate with a strong desire to learn about the custody and asset servicing industry, securities lending, capital markets, transition management, and the fast-evolving digital research landscape. As you grow in this role, you will be entrusted with greater responsibilities, eventually managing projects in collaboration with fellow team members. Important Note: This position is primarily based at our San Francisco headquarters (preferred), or alternatively at one of our regional offices, with a hybrid work schedule of 2-3 days per week in-office, allowing flexibility for client meetings or in-person engagements. Candidates based out of a regional office should be prepared to travel to San Francisco periodically for essential training. What Sets This Role Apart?At Callan, we believe that a diverse array of perspectives and experiences strengthens our organization and culture. You will collaborate with various teams across the company, engaging with some of the most prestigious and complex clients nationwide to help them reach their investment objectives. While an appreciation for Callan’s unique collaborative culture is essential, demonstrating success in the desired skill sets is more critical than the number of years of experience.

About YouYou are a strategic problem-solver with a passion for overcoming challenges and a knack for learning swiftly. Your drive comes from making a tangible impact, mapping out pathways to success, and taking ownership of outcomes. Collaborating with intelligent teams inspires you, and you find motivation in shared achievements. You appreciate rapid iteration and constructive feedback from both team members and clients. If you're an early riser ready for your next challenge, we want to meet you!About UsLevelpath is revolutionizing the procurement landscape with our cutting-edge AI platform tailored for global enterprises. Established in 2022, our mission is to transform procurement into an enjoyable experience. With intuitive features, Levelpath accelerates procurement processes, revealing savings in mere weeks, all while providing stakeholders with clarity and control. Our AI-driven platform offers a comprehensive view of spending across procurement, finance, legal, and IT, streamlining everything from intake and sourcing to contracting and payment. Trusted by leading global brands, Levelpath's expertise in procurement empowers businesses to enhance outcomes and maximize value from supplier relationships.Join Our Team of Pathfinders!We are seeking an Implementation Consultant to help expand our platform and deliver immediate value to our customers. You will be integral in supporting the pre-sales process alongside Account Executives, facilitating onboarding, and ensuring ongoing customer satisfaction. This is an exciting opportunity to join a dynamic, customer-focused solutions team that directly addresses procurement challenges and contributes significantly to our clients' success.What You’ll DoEstablish deep, lasting relationships with current and prospective clients.Guide clients through the implementation of Levelpath’s solutions.Collaborate on optimizing processes, assets, and systems (Zendesk & Salesforce) for enterprise accounts.Create best practice guides and product documentation for clients.Identify key stakeholders within client organizations and cultivate relationships with them.Work closely with the sales team to introduce new solutions to clients.Partner with product and engineering teams to launch new offerings in the market.

At Drivetrain, we are dedicated to empowering organizations to enhance their decision-making capabilities. Our innovative financial planning and decision support platform enables businesses to scale effectively and meet their objectives with certainty.Operating as a remote-first organization from our San Francisco Bay Area headquarters, Drivetrain was founded in 2021 by former Google professionals. We are rapidly expanding, supported by prominent venture capital partners.Our Team Culture: Remote-Friendly: We gather the brightest minds from around the globe, granting them significant autonomy and trust. Open & Transparent: We believe that access to information fosters creativity and excellence in our teams. Idea-Friendly: Our environment encourages experimentation and learning, empowering everyone to contribute innovative ideas that drive positive change. Customer-Centric: We employ a product-led growth strategy, continuously collaborating with customers to build exceptional software.Position OverviewJoin us at Drivetrain.ai as a Solutions Consultant. We seek a technically skilled and financially knowledgeable individual to collaborate with our Account Executives and Data Analyst teams. In this role, you will delve into the intricacies of financial modeling, create data architectures, and showcase the significant value Drivetrain brings to CFOs and finance leaders.Key ResponsibilitiesSolution Architecture & Development: Transition from high-level strategy to practical execution. You will design, model, and implement proof-of-concepts and pilot projects within Drivetrain to address specific financial challenges.Advising the CFO Office: Serve as a trusted partner to CFOs and VPs of Finance, translating their intricate business needs—from FP&A and consolidation to scenario planning—into comprehensive technical solutions.Data Architecture & Integration:

Brex is looking for an Implementation Consultant specializing in Embedded Finance, based in San Francisco, California. This position works closely with clients as they connect Brex’s financial solutions to their own products and services. Role overview The Implementation Consultant leads client integrations, providing hands-on support throughout the process. The main goal is to help clients launch new financial services smoothly and efficiently using Brex’s platform. What you will do Partner directly with clients to understand their integration needs Guide each integration project from planning through launch Work to ensure a seamless experience as clients embed Brex’s financial tools into their offerings Location This role is based in San Francisco, California.

Fieldguide develops software that helps assurance and audit professionals simplify work across cybersecurity, privacy, and financial audit. The company’s mission is to empower those who build trust between businesses and keep global commerce running smoothly. Backed by investors such as Goldman Sachs Alternatives, Bessemer Venture Partners, and Y Combinator, Fieldguide operates as a remote-first team based in San Francisco and welcomes candidates from anywhere in the United States. Diversity and inclusion shape Fieldguide’s team and culture. The company values collaboration, humility, and learning from each other, believing a range of backgrounds strengthens the future of audit and advisory work. The platform aims to reduce audit practitioners’ workloads by up to 50%, freeing up time for a healthier work-life balance. Every team member contributes to simplifying audit processes and building a collaborative, product-focused environment. Role overview The Implementation Consultant - Audit serves as a bridge between Customer Success and Go-To-Market teams, guiding clients as they adopt Fieldguide’s platform. This position is central to Fieldguide’s client onboarding strategy and plays a direct role in helping new customers get started. Reporting to the Head of Solutions, the Implementation Consultant leads the Fieldguide Accelerator onboarding program. The focus is on delivering a smooth onboarding experience that quickly brings value to customers and sets a high bar for service. What you will do Build client relationships: Stay connected with customers throughout the implementation process, from sales handoff through to the point where clients realize value from the platform. Support client growth: Develop a strategic plan tailored to each customer’s goals, monitor progress during onboarding, and adjust plans as needed to ensure clients stay on track. Location This position is based in San Francisco, CA or can be performed remotely within the United States.

About YouAs a dedicated problem-solver, you possess the ability to delve into challenges, absorb new information quickly, and apply insights to foster progress. Big challenges motivate you - you chart the course and take responsibility for the outcomes. Your passion lies in assisting others, thriving in intelligent teams, and celebrating shared achievements. You appreciate rapid iteration and genuine feedback from both colleagues and clients. Early risers will find this role particularly rewarding as you embark on an exciting new journey.About UsLevelpath is revolutionizing procurement with its cutting-edge AI platform tailored for global enterprises. Founded in 2022, our mission is to transform procurement into a delightful experience. Levelpath's intuitive interface accelerates procurement processes to mere days and unlocks savings in weeks, providing transparency, control, and intelligence for all stakeholders. We deliver a comprehensive view of expenditure for procurement, finance, legal, and IT, encompassing intake, sourcing, contracting, and payment. Our AI technology offers contextually relevant insights, revealing valuable opportunities and significantly enhancing efficiency. Trusted by leading global brands, Levelpath's expertise in procurement is instrumental in driving better business outcomes and maximizing supplier relationships.Join Our Team of Innovators!We are seeking an Implementation Consultant to expand our platform and deliver immediate value to our clients. In this pivotal role, you will support the pre-sales process alongside Account Executives during demonstrations, oversee the onboarding and implementation phases, and ensure ongoing customer satisfaction. This is an excellent opportunity to be part of a high-impact, customer-centric solutions team that directly addresses procurement challenges and plays a vital role in our clients' success.This is a full-time position located at our San Francisco Headquarters.Key ResponsibilitiesCultivate strong, enduring relationships with both existing and prospective clientsProvide guidance and support in the implementation of Levelpath solutions for our customersAssist in planning, building, optimizing, and scaling processes, assets, and systems (including Zendesk & Salesforce) to effectively serve enterprise clientsCreate best practice guides and product documentation to enhance customer experienceIdentify key stakeholders and develop relationships with champions within client organizationsIntroduce new solution offerings to clients by collaborating closely with the sales team

Join abridge as the Director of Implementation for our Enterprise and Commercial Solutions division. In this pivotal role, you will lead the charge in deploying our innovative solutions, ensuring that our clients achieve maximum value from our offerings. Your expertise and strategic vision will drive successful implementations across various sectors, fostering strong relationships with stakeholders and enhancing customer satisfaction.

Join Pallet as an AI Consultant - Implementations, where you will leverage your expertise in artificial intelligence to drive successful implementation strategies for our clients. Your role will involve collaborating with cross-functional teams to integrate AI solutions that enhance business workflows and operational efficiency.As an integral part of our team, you will be responsible for assessing client needs, developing tailored AI solutions, and guiding clients through the implementation process to ensure a smooth transition and adoption.

About YouAre you a dynamic problem-solver who thrives on challenges? Do you have a knack for learning quickly and applying your insights to foster meaningful progress? At Levelpath, we seek individuals who are inspired by monumental challenges, ready to chart their own course, and own the outcomes. If you excel in collaborative environments, draw motivation from collective achievements, and appreciate rapid iterations with genuine feedback from both colleagues and clients, we want to hear from you. Start your day early, and let’s embark on this exciting journey together!About UsLevelpath is revolutionizing procurement with our innovative AI-driven platform designed for global enterprises. Since our inception in 2022, we have dedicated ourselves to transforming procurement into a seamless and enjoyable experience. Our user-friendly interface accelerates procurement processes within days and unlocks significant savings in mere weeks, all while providing clarity, control, and intelligence to every stakeholder involved. Levelpath delivers a comprehensive overview of spending for procurement, finance, legal, and IT departments—from initial intake to sourcing, contracting, and payment. Our advanced AI capabilities offer contextually relevant and genuinely helpful insights, revealing valuable opportunities and significantly enhancing efficiency. Leading global brands rely on Levelpath's extensive procurement expertise to reshape their business outcomes and maximize the value of their supplier partnerships.Pathfinders Wanted - Join Us!We are inviting applications for the position of Implementation Consultant, a pivotal role in scaling our platform and ensuring that customers realize value from day one. You will be instrumental in the pre-sales process, supporting Account Executives during demos, guiding customers through onboarding and implementation, and driving ongoing customer value. This is a unique opportunity to become part of a high-impact, customer-centric solutions team that addresses procurement challenges head-on while playing a critical role in our customers' success.This is a full-time position based out of our San Francisco office.

Role Overview Anaplan is seeking a Principal Product Manager focused on applications in the FP&A (Financial Planning & Analysis) domain. This role centers on shaping and advancing financial planning solutions to address changing client needs. Deep experience in both finance and technology will help guide the direction of Anaplan's applications. What You Will Do Define product vision and strategy for FP&A applications Develop and maintain detailed product roadmaps Lead execution of major product initiatives Work closely with cross-functional teams across the company Analyze market trends and customer feedback to inform product decisions Focus on improving user satisfaction and supporting business goals Location San Francisco, United States

Join Our Team at BrexBrex is revolutionizing the way companies manage spending with our AI-driven spend management platform. Our integrated solutions—corporate cards, banking services, and global payments—empower businesses to take control of their expenses with confidence. From startups to large enterprises, including high-profile clients like DoorDash and Compass, Brex is dedicated to helping businesses enhance efficiency and reduce costs on a global scale.At Brex, we encourage you to challenge your limits, think innovatively, and collaborate with some of the finest professionals in the field. We are committed to fostering a diverse workforce and an inclusive culture, believing that your potential is bound only by your aspirations. We provide the tools, resources, and support necessary for you to advance your career.About the Implementation TeamOur Implementation team plays a pivotal role in transforming new customers into power users of Brex Empower. We guide businesses through the onboarding process, facilitating a shift from outdated practices to a modern, employee-centric approach. This role requires a unique combination of customer empathy, project management skills, technical knowledge, process design, and change management. We take pride in ensuring our customers' long-term success, equipping them to thrive with Brex.Your ResponsibilitiesAs an Enterprise Implementation Consultant, you will function as a strategic advisor for our largest clients, steering their successful adoption of the Brex platform. You will act as a hybrid coach, project manager, and product expert, focusing on maximizing product adoption, delivering ongoing business value, and assisting customers in transforming their financial workflows.Work EnvironmentThis position is based in our San Francisco office, which fosters a hybrid work environment that blends the collaborative energy of in-office interactions with the flexibility of remote work. We currently require a minimum of two days in the office each week (Wednesday and Thursday), increasing to three days (Monday, Wednesday, and Thursday) starting February 2, 2026. Enjoy up to four weeks of fully remote work each year!Responsibilities OverviewLead and manage comprehensive global enterprise implementations from start to finish, including defining customer outcomes, developing project plans, and mobilizing resources to ensure successful outcomes.

As a Solutions Consultant at Prolific, you will play a pivotal role in transforming client requirements into innovative solutions. You'll collaborate closely with cross-functional teams to ensure seamless integration of our products into clients' operations. Your expertise will be crucial in delivering tailored solutions that meet client needs while maximizing their ROI.

About IvoAt Ivo, we are pioneers in AI-native solutions, particularly in the realm of enterprise contracts. Our impressive growth trajectory of 5X in Annual Recurring Revenue (ARR) over the past year is a testament to our innovative products and the trust we've garnered from leading companies such as Reddit, Pinterest, CDW, Canva, Lindt, and Quora. As we aspire to scale even further, our commitment to onboarding new customers and ensuring their remarkable success is paramount.Role OverviewAs a Solutions Consultant, you will collaborate closely with our Account Executives, functioning as a cohesive team. Your primary responsibility will focus on our AI Contract Repository product, while also contributing to our AI Contract Review solution. Engaging extensively with customer stakeholders, you will lead technical evaluations and discovery sessions, design and demonstrate tailored solutions, advise on best practices, and help organizations operationalize AI-driven contract intelligence.What You’ll DoDrive Request for Proposals (RFPs), security questionnaires, and technical evaluations with precision and credibility.Develop and present customized demos, trials, and solution architectures aligned with customer systems and workflows.Conduct in-depth technical discovery and solutioning with enterprise and mid-market clients across legal, IT, procurement, and operations sectors.Collaborate with engineering and product teams to help shape solutions, tackle complex technical inquiries, and provide structured product feedback.Facilitate early implementation initiatives.Create reusable assets including demo flows, solution outlines, configuration templates, and enablement materials.Who You Are4–8+ years of experience in Solutions Consulting, Sales Engineering, or Implementation roles involving complex SaaS products.Demonstrated technical fluency in APIs, data models, integrations, architecture, and enterprise security fundamentals, coupled with a passion for AI.Proven track record of supporting enterprise customers and navigating multi-persona evaluations; an exceptional customer-facing professional.Outstanding communicator with the ability to distill complex concepts and engage in technical discussions confidently.

About Saris AIAt Saris AI, we are pioneering the future of work within the banking sector from our innovative bases in San Francisco and Montreal. Our applied AI startup is tackling an unprecedented $100 billion annual challenge, which is rapidly expanding, by pushing the limits of multi-turn AI agent systems.Our mission is to address complex automation challenges that necessitate long-context reasoning, tool orchestration across legacy systems, and stringent compliance protocols—where solutions are not yet defined.With a proven track record, we've successfully deployed real agents that manage actual customer workflows. As we expand our customer base and scale our operations, we seek highly technical individuals eager to make a significant early impact.The RoleWe are in search of a dynamic AI Product Manager specializing in Implementation and Onboarding to spearhead AI transformation initiatives in the back offices of banks and credit unions. You will be responsible for guiding customers through their transformation journeys, from initial scoping to full AI deployment, ensuring seamless execution and optimal return on investment. This role merges client-facing collaboration with product-centric documentation and delivery.This position encompasses both customer engagement and product scoping.Your Mission IncludesOverseeing onboarding and implementation across customer departments, ensuring that timelines, scopes, and expectations are synchronized.Conducting discovery calls to identify use cases, edge cases, and integration requirements.Drafting product scoping documents and comprehensive blueprints for agentic AI workflows.Engaging with executive stakeholders, offering clear and compelling insights on how Agentic AI contributes to measurable ROI and transforms operations on a large scale.Collaborating with cross-functional teams including sales, customer success, and product to guarantee customer satisfaction.Who You Are5+ years of experience in implementation, product management, consulting, or enterprise onboarding—preferably with AI products in the banking or credit union sector.Domain experience within the U.S. banking or credit union landscape.Proficient in workflow mapping, use case identification, and translating client needs into product specifications.Excellent communication skills to convey technical concepts effectively to diverse stakeholders.

Hover uses proprietary AI and a decade of property data to help people visualize and estimate changes to their homes or buildings. Homeowners, contractors, and insurance professionals rely on Hover’s interactive 3D models, which can be created from a smartphone scan in minutes. Major insurers like Travelers, State Farm, and Nationwide trust the platform, and investors include Google Ventures and Menlo Ventures. The company values curiosity, purpose, and a commitment to supporting customers and each other. Hover encourages diverse perspectives and aims to build an inclusive, high-performance culture focused on growth and excellence. Role Overview The Implementation Manager leads major customer launches, especially for large and complex accounts. This position drives cross-functional coordination, working with Product, Sales, Sales Engineering, Customer Success, and key customer stakeholders to deliver projects on time and with impact. The role manages enterprise programs that deepen customer engagement and value on the Hover platform. Responsibilities include connecting strategy to day-to-day execution, refining processes, and setting high standards for customer implementation. As Hover scales insurance account rollouts, this person will bring structure and accountability to high-stakes projects and help define the future of the implementation function. Key Responsibilities Oversee end-to-end implementation for enterprise customers, ensuring alignment with customer goals and schedules (including stakeholder mapping, milestone planning, risk management, and resource allocation). Develop a strong understanding of the Hover platform and product features to communicate value to both end users and executive leaders. Serve as the main point of accountability for all launch deliverables and cross-team initiatives. Facilitate technical and non-technical meetings with customers, internal teams, and external partners. Anticipate and address challenges to keep projects on track and deliver successful outcomes. Location San Francisco or New York

About IvoIvo is a pioneering company providing cutting-edge AI native solutions in the vast domain of enterprise contracts. With an impressive growth of 5X in Annual Recurring Revenue (ARR) over the past year, we have partnered with some of the most renowned brands globally, including Reddit, Pinterest, CDW, Canva, Lindt, Quora, among others. Our ambition for substantial growth relies heavily on acquiring new clientele and ensuring their exceptional success with our innovative products.Role OverviewAs a Solutions Consultant, you will work in close collaboration with our Account Executives, forming a cohesive team dedicated to client success. Your primary responsibility will center around our AI Contract Repository product, while also contributing to our AI Contract Review solution as necessary. You will engage extensively with customer stakeholders, lead technical evaluations, conduct discovery sessions, design optimal solutions, advocate for best practices, and assist organizations in operationalizing AI-driven contract intelligence.