[Remote] Principal Consultant, Adaptive Planning at Groove

Remote

Groove Logo
Not SpecifiedCompensation
N/AExperience Level
N/AJob Type
Not SpecifiedVisa
N/AIndustries

Requirements

  • 6+ years in EPM or FP&A
  • 4+ years hands-on in Workday Adaptive Planning
  • Multiple end-to-end Adaptive deployments as a lead
  • Strong modeling skills and driver-based planning experience
  • Experience integrating Adaptive with Workday Financials
  • Consulting toolkit: communication, stakeholder management, issue/risk management
  • Experience conducting design and build reviews
  • Workday Adaptive Planning certification preferred; CPA or MBA a plus

Responsibilities

  • Lead Workday Adaptive Planning implementations from discovery to go-live and stabilization
  • Translate business objectives into scalable planning architectures
  • Configure dimensions, versions, permissions, and workflows
  • Integrate data from Workday Financials and other sources
  • Build reports, dashboards, and Workday Adaptive add-in outputs
  • Run design and validation workshops, lead UAT, and deliver enablement
  • Mentor consultants and serve as a trusted advisor to finance and business leaders
  • Shape strategy with the CFO and tune models

Skills

Groove

Sales engagement platform for Salesforce users

About Groove

Groove is a sales engagement platform that helps companies using Salesforce automate repetitive tasks that do not directly involve selling. This allows sales representatives to concentrate on building relationships and increasing revenue. The platform is particularly useful for full-cycle sellers, who manage the entire sales process from prospecting to closing deals. Groove is well-regarded for its product quality and customer satisfaction, consistently ranking highly on review platforms. It serves a wide range of clients, including major companies like Google and Uber, and offers tailored solutions for various industries, such as technology and financial services. Groove operates on a Software-as-a-Service (SaaS) model, where clients pay a subscription fee based on the number of users and features needed. The company's goal is to enhance the efficiency and effectiveness of sales teams by automating non-sales tasks.

San Francisco, CaliforniaHeadquarters
2014Year Founded
$59.1MTotal Funding
SERIES_BCompany Stage
Data & Analytics, Enterprise Software, Financial ServicesIndustries
51-200Employees

Risks

Integration challenges with Clari could lead to operational inefficiencies.
Clari acquisition may shift company culture, causing employee turnover.
Rapid growth may strain resources, leading to scalability issues.

Differentiation

Groove ranks #1 in enterprise customer satisfaction on G2 for 17 quarters.
Specialized products like Groove for Salesforce Financial Services Cloud cater to niche markets.
Groove's SaaS model allows flexible subscription options tailored to client needs.

Upsides

Integration with AI tools enhances sales performance insights and decision-making.
Remote work trends boost demand for Groove's digital sales engagement tools.
Salesforce's expansion offers opportunities for new integrations and features.

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