Careers at Stratify

Planning Solution Architect

Customer Success
Remote, All Locations

Stratify is building a next-generation cloud budgeting, forecasting, and reporting solution platform designed to enable finance teams to be more strategic and engage stakeholders across the organization in a continuous planning process.  

We are looking for a Planning Solution Architect to join our rapidly growing team.  This role will work closely with customers, product management, and sales to ensure customers are successfully implemented and getting value from the product.  As a planning solution architect you’ll be the first point of contact for our growing list of customers for any questions about the product.


What you’ll do

  • Develop an onboarding process for all new customers, including configuring business logic, validating integrations, and training customer teams
  • Build relationships with finance and executive teams to help them get the most out of Stratify and collect valuable insights from customer experiences to influence the product roadmap
  • Partner with product management to develop the most flexible and comprehensive business logic for our proprietary models
  • Monitor customer usage metrics and proactively engage with customers to drive adoption
  • Assist in the sales process to field financial questions about the product from prospective customers

Who you are

  • 5+ years of experience in finance or professional services consulting for a SaaS EPM tool
  • Possess a deep understanding of corporate finance processes, including standard reporting packages, budgeting, and forecasting cycles
  • Able to lead meetings with finance teams and C-Suite stakeholders
  • Expert level skills in excel and financial modeling
  • Experience in SaaS Planning tools a plus (Adaptive Insights, Planful, etc.)
Compensation Range

If this sounds like you, we want to talk to you! Send your cv/resume to

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