EPM Manager - Professional Services

Title: EPM Manager - Professional ServicesCompensation Package: $140,000 - $190,000 + Bonus + EquityLocation: West CoastWork Setting: RemoteAbout the OpportunityA fast-growing enterprise planning technology company is seeking a Professional Services Manager to take ownership of complex customer implementations from initial scoping through successful delivery.This is not a traditional project management position. You'll combine EPM implementation expertise, FP&A knowledge, client leadership, and project delivery, working directly with customers before and after deals are signed.You'll own projects end-to-end, partner with Sales during the pre-sales process, oversee both internal and partner-led implementations, and act as a trusted advisor to senior Finance stakeholders throughout their transformation journey.Key ResponsibilitiesImplementation & Project DeliveryOwn end-to-end delivery of enterprise planning implementations, from pre-sales scoping through kickoff, delivery, and value realizationDevelop project plans, sprint plans, budgets, resource plans, and supporting delivery documentationManage scope, project risk, change control, timelines, and stakeholder expectationsIdentify potential delivery risks early and implement appropriate mitigation strategiesManage multi-workstream projects involving both technical delivery and organizational changeOversee implementations delivered directly to customers as well as projects delivered through third-party partnersEnsure internal and external delivery teams maintain consistently high quality standardsPre-Sales & Solution ScopingPartner with Sales throughout the pre-sales cycleScope prospective implementation projects and estimate delivery effortDevelop and present Statements of Work (SOWs) directly to customersEstablish clear expectations around scope, timelines, resources, and delivery before contracts are signedCritically evaluate project scope and identify potential delivery risks before implementation beginsClient & Stakeholder ManagementAct as a trusted advisor to senior Finance and business stakeholdersAdvise customers on process and organizational changes required to maximize value from their planning platformFacilitate discussions across technical and business stakeholdersCoordinate with Sales, Product, Support, Customer Success, and implementation partners to provide a consistent client experienceDelivery Excellence & InnovationDevelop strong enough platform knowledge to help unblock teams on product and FP&A-related questionsHelp evolve implementation methodologies, templates, sprint structures, and design practicesExplore and deploy AI capabilities to accelerate implementation delivery and improve the customer experienceMentor junior delivery professionals and partner-side consultantsHelp establish and maintain delivery standards across the wider Professional Services organizationRequired Qualifications4+ years of hands-on experience implementing a financial planning or EPM platformStrong understanding of FP&A processes, including budgeting, forecasting, reporting, and consolidationExperience scoping implementation projects during the pre-sales processExperience developing and presenting SOWs directly to customersExperience managing implementations delivered through third-party partners or resellersProven experience managing complex, multi-stakeholder and multi-workstream implementation projectsAbility to understand technical project scope and proactively identify delivery risksStrong client-facing communication and presentation skillsConfidence working with and influencing senior Finance stakeholdersExperience with SaaS project management tools and Agile or hybrid delivery methodologiesPreferred ExperienceWorkforce Planning or additional enterprise planning use casesExperience across multiple EPM or financial planning platformsFormal Project Management qualifications or certificationsExperience mentoring junior consultants or delivery professionalsExposure to AI-enabled implementation or delivery processesBenefitsCompetitive compensation packageEquity participationCompetitive vacation policyMedical insuranceLearning & Development budgetWellbeing platform accessLanguage learning opportunities