Senior Solutions Architect

Posted on Sep 21

Location: Houston, TX
Job Type: Full Time
Job ID: W4142788

Senior Solutions Architect / Consultant – Adaptive Insights
Our Client is a leading consulting firm and reseller of cloud-based accounting and financial management software. The Company’s sophisticated systems solve the issues growing middle market companies face today. They also outsource back office accounting and finance processes, allowing our clients to focus on the core competencies of their business. They provide the people, processes, technology and office facilities to perform these functions, while allowing clients to collaborate interactively through an on-line portal.
Our Client was effectively born into the cloud and sits at the cutting edge of Software-as-a-Service financial applications and Professional Services. The firm has seen tremendous growth over the past four years.  With the adoption of cloud-based technology on the rise they are expanding their partnerships to provide mid-market companies, non-profits, and churches with a complete financial and operational picture. The firm has recently been named to the Inc 5000 list of the nation’s fastest-growing private companies in addition to the Houston Business Journal’s top 100 fastest growing companies in Houston.
As a Senior Solutions Architect, you will assist clients in transferring their financial plans (budgets, forecasts, reports) from spreadsheets to Adaptive Insights. You will work as part of an implementation team, under the direction of a Professional Services Manager, to complete implementation tasks within the project timeline. The successful candidate must work well in a team environment while being a resourceful, independent self-starter able to work effectively with minimal direction. Experience with enterprise planning systems (Hyperion, Cognos, etc.) or financial management applications desired. This position requires prior work experience in a customer-facing role.


  • Implementing budgets, forecasts, and reports within Adaptive Planning
  • Analyzing spreadsheet-based financial models
  • Consulting with clients on budgeting and planning best practices
  • Responding to client support questions and requests via phone and email
  • Interacting with the Solutions Architect team to troubleshoot client problems and resolve client questions
  • Reviewing client requests with product management and development
  • Ability to assist sales in scoping an implementation, doing a proof of concept, demoing the Adaptive solutions, and assisting in Discovery calls with the prospect
  • Getting certified on Adaptive 


  • 4+ years of budgeting/forecasting experience
  • 2+ years of consulting experience OR experience working in a customer facing finance/accounting/implementation role
  • Experience implementing or administering a SaaS software
  • Excellent written and verbal communication skills
  • Strong problem-solving skills
  • Highly skilled with MS Excel on a Windows PC, and technology literate in general
  • Extremely organized, detail-oriented, and able to manage multiple projects simultaneously
  • Experience with enterprise planning software and/or financial application software desired
  • Ability and willingness to travel up to 25%


Houston, Dallas, or Austin TX
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