Advisory Solution Consultant - CRM at ServiceNow | San Francisco

Join ServiceNow as an Advisory Solution Consultant specializing in Customer Relationship Management (CRM). In this role, you will leverage your expertise to guide clients through the implementation and optimization of our innovative CRM solutions. Your ability to understand client needs and translate them into actionable strategies will be key to driving suc…

Join AECOM Advisory as a Consultant and play a pivotal role in our expanding global Advisory business line. We are on the lookout for driven management consultants who are passionate about fostering economic, environmental, and social sustainability. This opportunity is available in various locations including Los Angeles, CA; San Francisco, CA; Sacramento, CA; Denver, CO; Chicago, IL.Leveraging AECOM’s extensive expertise in infrastructure design and implementation, AECOM Advisory serves as a trusted advisor to senior-level clients and executive teams, addressing their most urgent enterprise and strategic challenges. Our projects are diverse, ranging from assisting the City of LA with the Citywide Housing Incentive Program (CHIP) Ordinance, to developing SCAG’s Regional Resilience Toolkit, and executing an Integrated Human Resources Plan for LADWP’s Power System.We cater to a wide array of clients engaged in infrastructure, the built environment, and community vitality, including national governments, regulatory bodies, city agencies, utilities, transit agencies, infrastructure operators, and investors. Our global team of over 400 professionals consists of business analysts, economists, commercial strategists, technology architects, and change management practitioners. We empower our clients to refine their strategies, enhance operational performance, and implement digital systems that create value for stakeholders and positively impact communities.As a new breed of consulting firm, we blend genuine operational and technical expertise with industry insights to deliver exceptional results.As a Consultant in AECOM Advisory’s US West Region, you will define, lead, and manage various tasks within a workstream as part of a larger engagement. Your responsibilities will include, but are not limited to:Utilizing existing and innovating new solution frameworks to analyze and dissect client challenges.Employing AI tools for baseline assessments and secondary research.Conducting stakeholder interviews with C-suite executives and senior management.Performing business modeling, including market sizing and investment analysis by developing customized discounted cash flow (DCF) Excel models to assess revenue.

Join AECOM as a Senior Consultant in our Advisory team, where you will leverage your expertise to deliver innovative solutions and strategic advice to clients. In this role, you will engage in high-level projects that shape the future of our communities and environment.

Are you a skilled ServiceNow Consultant looking to make an impact in a dynamic environment? Join Sonsoft Inc., a leading technology solutions provider, dedicated to delivering innovative and efficient IT services. As a ServiceNow Consultant, you will leverage your expertise to enhance our clients' operational efficiency and drive digital transformation. In this role, you will collaborate with cross-functional teams to implement and optimize ServiceNow solutions, ensuring alignment with business objectives. Your ability to analyze requirements, design robust workflows, and provide strategic insights will be key to your success.

Join our dynamic team at Sonsoft Inc. as a ServiceNow Consultant, where you'll have the opportunity to leverage your expertise in implementing and managing ServiceNow solutions. We are looking for a skilled professional who thrives in a fast-paced environment and is committed to delivering high-quality service to our clients.

Join mach9 as a Solutions Consultant, where you will play a crucial role in driving our clients' success through innovative solutions tailored to their unique needs. As a vital member of our team, you will collaborate closely with clients to understand their challenges, design effective solutions, and ensure seamless integration. Your expertise will help us enhance customer satisfaction and solidify our position as an industry leader.

Join our dynamic team at Sonsoft Inc. as a ServiceNow Consultant. In this pivotal role, you will leverage your expertise to implement and optimize ServiceNow solutions, ensuring our clients achieve maximum operational efficiency. Your contributions will directly impact our ability to deliver high-quality services and innovative solutions.

Note: This position is based in San Francisco, CA and requires full-time in-office attendance, five days a week. Please do not apply if you cannot meet this requirement.About CampfireCampfire is a cutting-edge AI-powered ERP system tailored for mid-sized and enterprise-level businesses, aimed at optimizing operations and driving growth. Our innovative platform features a robust general ledger, AI-driven conversational reporting, and seamless integrations with leading industry solutions, making it suitable for a wide array of organizations, from tech startups to non-profits. Headquartered in the vibrant city of San Francisco, we recently secured $35 million in Series A funding led by Accel.The RoleAs a Solutions Consultant at Campfire, you will serve as a vital link between our sales and product teams, engaging directly with prospective clients. Your responsibilities will include crafting proof of concepts and conducting product demonstrations that illustrate how our AI-native accounting software effectively addresses real-world business challenges. This pivotal customer-facing role will not only influence our go-to-market strategy but will also significantly impact our growth trajectory.Key ResponsibilitiesAct as a technical accounting specialist during sales and scoping discussions, translating complex accounting issues into effective software solutions.Conduct product demonstrations and respond to technical accounting inquiries during sales calls.Identify customer pain points and collaborate with product and engineering teams to develop tailored solutions.Inform the product roadmap by conveying customer insights to the product development team.Create marketing materials that contribute to the evolving go-to-market strategy.QualificationsExtensive accounting knowledge is required. The ideal candidate will possess a blend of public accounting and industry experience in the technology sector. A CPA designation is advantageous. Familiarity with accounting standards such as ASC606 revenue recognition, ASC830 foreign currency accounting, and ASC842 lease accounting is a plus.Strong understanding of accounting workflows, including period close and journal entry approvals.Proven ability to communicate complex financial concepts to non-technical stakeholders.Experience with accounting software or financial technology solutions is preferred.

About RilletAt Rillet, we empower accounting and finance teams to perform at their best. Our clients are the intellectual backbone of their organizations, and we are dedicated to providing them with the tools to execute their financial operations with unprecedented speed, precision, and insight.As an AI-driven ERP solution, Rillet enables a zero-day close, setting us apart with our unified data model, numerous top-tier native integrations (including Stripe, Ramp, Salesforce, and more), automated workflows, multi-entity consolidation, and an ever-growing team of specialized AI agents for various financial tasks. Our commitment to excellence has earned us a perfect customer satisfaction score. High-growth companies such as Mercer, Windsurf, and Function Health appreciate our rapid deployment capabilities, allowing them to scale their financial infrastructures as swiftly as they expand.With a market ripe for disruption, we have successfully raised $100 million from leading investors, including Sequoia, a16z, Iconiq, Oak HC/FT, and First Round, to enable every organization to harness the speed of AI in their financial operations.Our CultureRillet thrives on a fast-paced environment where intelligence is just the starting point. To excel here, you must exhibit extraordinary speed, initiative, and adaptability.Successful Rilleteers are proactive, adopting a mission-driven approach to design strategies that yield exceptional results—often surpassing managerial expectations.Our work centers around our clients. Those who succeed at Rillet are driven by the desire to deliver impactful solutions, even if they deviate from the original plan.While a background in accounting is not mandatory, an appreciation for the transformative impact our solutions can have on our clients’ financial operations is crucial. Rilleteers take pride in powering the financial backbone of the world’s fastest-growing companies.Position OverviewWe are seeking a dynamic Solutions Consultant to facilitate Rillet's transition into its next phase of growth. As we expand our go-to-market (GTM) team, you will collaborate closely with the CEO, GTM, and Product teams to guide prospective clients in evaluating Rillet as their preferred ERP solution. As a foundational member of Rillet's GTM team, you will play a pivotal role in developing strategies, testing ideas, and establishing the groundwork for Rillet's future in the marketplace.We value in-person collaboration and are looking for team members located within commuting distance of our San Francisco office.

About YouAs a natural problem-solver, you thrive in tackling complex challenges with a keen ability to learn quickly and implement knowledge effectively. You are energized by ambitious goals, charting the course to success and taking ownership of outcomes. Your passion for helping others shines through in collaborative environments, where you take joy in achieving shared milestones. The value you place on swift iterations and authentic feedback from both peers and clients drives you forward. If you're an early riser ready for an exciting new journey, we want to hear from you!About UsLevelpath is revolutionizing procurement through our cutting-edge AI platform designed specifically for global enterprises. Established in 2022, our mission is to transform procurement into a seamless and enjoyable process. With an intuitive interface, Levelpath empowers organizations to enhance agility in procurement within days and achieve significant savings in just weeks, all while providing transparency, control, and intelligence for all stakeholders involved. Our AI-driven insights offer contextually relevant solutions, uncovering valuable opportunities and significantly boosting operational efficiency. Renowned global brands place their trust in Levelpath’s profound procurement expertise to optimize their business outcomes and strengthen supplier relationships.Pathfinders Wanted - Join Us!We are seeking a Solutions Consultant to enhance our platform's scalability and deliver immediate value to our customers. In this pivotal role, you will support Account Executives during the pre-sales process, assist with onboarding and implementation, and continuously drive customer satisfaction. This is an incredible opportunity to join a dynamic, customer-centric solutions team addressing procurement challenges directly and playing a vital role in ensuring our customers’ success.This is a full-time position based at our San Francisco Headquarters.What You’ll DoCultivate strong, lasting relationships with current and prospective clientsGuide and support customers in implementing Levelpath solutionsStrategize, develop, and optimize our operational processes, tools, and systems (such as Zendesk and Salesforce) to effectively serve enterprise clientsCreate best practice documentation and product guides for customer useIdentify key stakeholders and establish relationships with influential business leaders within client organizationsCollaborate with the sales team to introduce new solution offerings to our customers

Join the Method TeamAt Method, we have revolutionized the way individuals connect with their financial accounts. By integrating real-time liability connectivity and instant payment execution, our API simplifies the connection between financial accounts and the applications people rely on. With over 45 million users and more than 350 million liability accounts connected without the need for credentials, we have processed over $2.5 billion in payments, saving our users millions in interest. Currently, one in every three credit cards in the United States operates within the Method ecosystem, with leading financial institutions such as SoFi, Bilt, Cleo, Sezzle, Figure, and Aven leveraging our APIs to create exceptional user experiences.Our dedicated team of over 50 professionals is spread across offices in Austin, San Francisco, New York City, and Washington D.C. We are eager to maintain our growth trajectory while collaborating with our esteemed investors and advisors from Andreessen Horowitz, Emergence Capital, Y Combinator, Avra, and Ardent. For more insights about our journey, visit our blog!Your Role and ImpactWe are seeking a Solutions Consultant who will enhance Method's technical sales and expansion initiatives. In this role, you will engage in pre-sales activities, collaborating with customers from the outset to facilitate technical discovery, solution development, and integration planning, thereby accelerating the path to a "technical yes" for prospects and existing clients.As an expert in this field, you will possess a robust technical foundation, particularly in APIs, complemented by strong analytical skills and a consultative approach to aligning customer challenges with Method's innovative product offerings and future roadmap. Your mission is to streamline the purchasing and expansion processes with Method, making them more efficient and repeatable.Your ResponsibilitiesEngage early in key deals (typically during the first one to two calls) as the technical liaison to the Account Executive; lead technical discovery and solution development.Convert customer architecture, limitations, and objectives into a clear proposed approach, detailing integration plans, sequencing, risks, and trade-offs.Enhance technical sales momentum by streamlining the cycle from discovery through solution development and terms negotiation, ensuring clear technical alignment and actionable next steps.Occasionally assist in post-sale solution development and expansion: engage in customer roadmap discussions, propose new use cases, and promote adoption.Develop solutions playbooks for discovery and reference architecture to embed a consistent solutions approach throughout pre and post-sales processes.

Join Moveworks as a Senior AI Implementation Engineer and be the driving force behind transforming the way organizations leverage AI for operational excellence. In this pivotal role, you will collaborate with cross-functional teams to design, implement, and optimize AI solutions that enhance productivity and improve user experience. Your expertise will play a crucial role in shaping our innovative AI strategies while ensuring successful deployment and adoption of our cutting-edge technology.

At CrossCountry Consulting, we aim to redefine the advisory experience by adhering to our Core Values. Our firm is committed to delivering a positive impact not only for our clients but also for our employees. We value collaboration, enthusiasm, generosity, and perseverance as the key drivers of our success. Our advisory services encompass accounting, risk management, technology-enabled transformation, and transaction advisory, allowing us to partner with our clients to address current challenges and create sustainable value for the future.Our dedication to fostering a supportive workplace has earned us accolades such as being recognized on Inc. 5000's list of Fastest Growing Companies and Glassdoor's Best Places to Work. To learn more about our vibrant culture, click here.As a key member of our rapidly expanding Accounting Advisory practice, you will act as a trusted advisor to our clients. Your wealth of experience and unique insights will enable you to provide customized integrated solutions that not only tackle today's challenges but also lay the groundwork for future success. In your role as Director, you will oversee client engagements, spearhead business development initiatives, lead teams, mentor junior staff, and contribute to CrossCountry's leadership team.

Role overview The Senior Technical Solution Consultant at Canva plays a key part in ensuring clients achieve success with Canva’s products. This position involves working closely with clients to understand their needs and guide them through technical solutions. The role requires hands-on collaboration with both clients and internal teams to support smooth adoption and long-term satisfaction. What you will do Work directly with clients to gather requirements and uncover challenges Create and present technical solutions tailored to each client’s objectives Oversee and support the implementation of Canva’s products for clients Collaborate with cross-functional teams to provide feedback and suggest product enhancements Lead training sessions to help clients and partners use Canva effectively Location This role is based in San Francisco.

Consultant – Accounting AdvisoryJoin CFGI as a Consultant in Accounting Advisory, where you will collaborate with a dynamic team of professionals, including Big 4 auditors and client management, to tackle various engagement aspects. Your responsibilities will encompass analyzing financial data, conducting interviews with client leadership, pinpointing critical issues, drafting comprehensive reports, engaging in meetings, and fostering robust relationships with clients.Take charge of your career journey with CFGI:· Gain insight across diverse industries and projects.· Make a significant impact in your clients' businesses.· Lead projects from inception to completion.· Experience direct client engagement in a client-centric role.· Continuously face challenges and learn within a collaborative environment of top-tier experts.· Enjoy the flexibility to work from the office, remotely, or on-site with clients as required.· Chart your own path within the organization.· Take pleasure in what you do!

At CrossCountry Consulting, we strive to redefine the advisory experience. Our firm is built on Core Values that prioritize collaboration, enthusiasm, generosity, and perseverance. We are dedicated to providing not only exceptional service to our clients but also a fulfilling work environment for our employees. Our comprehensive advisory solutions encompass accounting and risk, technology-driven transformations, and transaction services. By partnering with our clients, we address current challenges while laying the groundwork for sustained future success.Our commitment to our team has been recognized with accolades like Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Discover what makes our culture unique by visiting here.Location: San FranciscoAs a Director in our rapidly expanding Accounting Advisory practice, you will act as a trusted advisor to our clients. Your extensive experience and unique insights will enable you to deliver customized solutions that address today's pressing challenges and pave the way for future achievements. In this role, you will oversee client projects, drive business development, lead teams, and mentor junior colleagues while being an integral part of CrossCountry’s leadership team.

Join Moveworks as a Senior AI Implementation Engineer and make a significant impact by leveraging cutting-edge AI technologies to enhance customer experiences. In this role, you will lead the implementation of AI solutions, ensuring that they meet the unique needs of our clients. Collaborate with cross-functional teams and be a part of a dynamic environment that fosters innovation and creativity.

Join our dynamic team as a Staff AI Implementation Engineer at Moveworks, where you'll play a pivotal role in transforming the landscape of AI integration within our organization. Your expertise will guide the effective implementation of AI solutions that enhance productivity and streamline operations. This position offers an exciting opportunity to collaborate with cross-functional teams, leveraging cutting-edge technologies to drive impactful results.

Join the forefront of AI technology as an AI Implementation Engineer with Moveworks, where you'll harness the power of artificial intelligence to transform customer experiences. In this pivotal role, you will work closely with clients to implement AI solutions that enhance operational efficiency and drive innovation.

About YouYou are a strategic problem-solver with a passion for overcoming challenges and a knack for learning swiftly. Your drive comes from making a tangible impact, mapping out pathways to success, and taking ownership of outcomes. Collaborating with intelligent teams inspires you, and you find motivation in shared achievements. You appreciate rapid iteration and constructive feedback from both team members and clients. If you're an early riser ready for your next challenge, we want to meet you!About UsLevelpath is revolutionizing the procurement landscape with our cutting-edge AI platform tailored for global enterprises. Established in 2022, our mission is to transform procurement into an enjoyable experience. With intuitive features, Levelpath accelerates procurement processes, revealing savings in mere weeks, all while providing stakeholders with clarity and control. Our AI-driven platform offers a comprehensive view of spending across procurement, finance, legal, and IT, streamlining everything from intake and sourcing to contracting and payment. Trusted by leading global brands, Levelpath's expertise in procurement empowers businesses to enhance outcomes and maximize value from supplier relationships.Join Our Team of Pathfinders!We are seeking an Implementation Consultant to help expand our platform and deliver immediate value to our customers. You will be integral in supporting the pre-sales process alongside Account Executives, facilitating onboarding, and ensuring ongoing customer satisfaction. This is an exciting opportunity to join a dynamic, customer-focused solutions team that directly addresses procurement challenges and contributes significantly to our clients' success.What You’ll DoEstablish deep, lasting relationships with current and prospective clients.Guide clients through the implementation of Levelpath’s solutions.Collaborate on optimizing processes, assets, and systems (Zendesk & Salesforce) for enterprise accounts.Create best practice guides and product documentation for clients.Identify key stakeholders within client organizations and cultivate relationships with them.Work closely with the sales team to introduce new solutions to clients.Partner with product and engineering teams to launch new offerings in the market.