Posted 4 months ago
Consultant, Managed Services
@ Vena Solutions
Remote in Canada
Overview
Vena Solutions is hiring a Consultant, Managed Services to own a portfolio of customers on the Vena platform and drive their ongoing success. The work covers advisory guidance, training, technical configuration and business reviews, with a flexible Toronto office, hybrid or fully remote in Canada arrangement. Base salary is 87,550 to 118,450 CAD.
Pay:
$87,550–$118,450 a year
Responsibilities:
- Manage a portfolio of customers on Expert Services
- Provide design and architectural guidance and best practices
- Deliver one-on-one training and ad-hoc coaching
- Build technical configuration: data models, scripts, templates
- Lead business reviews and feature demonstrations
Requirements summary:
- 4+ years of software implementation, consulting or finance experience
- Advanced Microsoft Excel proficiency
- Strong knowledge of budgeting, forecasting and month-end close
- Excellent client interaction and presentation skills
- Ability to explain technical concepts to varied audiences
Tools & skills
Source and dates
Employer career site / ATS feed · pinpoint
- Employer posting date
- 2026-06-30
- First seen by our source
- 2026-10-12
- Source record updated
- 2026-10-12
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Mid level |
| Department | Customer service |
| Experience | 4+ years |
| Hours per week | 40 (estimated) |
| Work setting | Office, Home |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Vena Solutions
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Full company description
Vena’s Complete FP&A Platform empowers finance and accounting teams to plan with confidence, collaborate across the business, and go from data to decisions faster—all while working in the Microsoft tools they already use every day. Book your free demo today to see why 2,000+ companies rely on Vena to power their planning. Get your free, personalized demo: Take a short product tour:
- LinkedIn followers
- 38,673
- People associated on LinkedIn
- 702
- Reported office locations
- 2 Fraser Ave, Toronto, Ontario M6K, CA
- Business categories
- Finance
- Software
- Enterprise Software
- SaaS
- Other recorded names
- Vena Solutions
- Specialties
- Budgeting and Forecasting
- Financial and Operational Planning
- Month-end Close Management
- and Consulting Services
- Profile identifies a recruitment agency
- No
- Reported total investment
- 272,805,416
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Vena’s Complete FP&A Platform empowers finance and accounting teams to plan with confidence, collaborate across the business, and go from data to decisions faster—all while working in the Microsoft tools they already use every day. Book your free demo today to see why 2,000+ companies rely on Vena to power their planning. Get your free, personalized demo: Take a short product tour:
| Field | Value |
|---|---|
| Industry | Software Development |
| Company size | 501-1,000 employees |
| Headquarters | Toronto, Ontario |
| Organization type | Privately Held |
| Specialties | Budgeting and ForecastingFinancial and Operational PlanningMonth-end Close Managementand Consulting Services |
| Open jobs on Jobsy | 13 |
| View page |
This is a flexible position and has the option of working in our Toronto office full time, hybrid throughout the week or working 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
Base salary range 87,550 - 118,450 CAD
*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.
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