CareerPlanSign in

Finance and Operations EPM Engagement Lead

Chicago, Denver, Houston, Minneapolis, New York💼 Full-time💰 $110,000–$110,000🗓 2026-08-31 → 2026-09-30

Core

Lead enterprise-level client relationships for Finance and Operations technologies, driving delivery and identifying adjacent opportunities.

Role type

Senior Engagement Lead (Management Consulting/IT Implementation)

Builds

Cloud-based EPM solutions (Anaplan, OneStream, Oracle, SAP) for global organizations

Domain

Finance, Operations, Enterprise Performance Management (EPM)

Deliverable

client delivery

Required skills

Client relationship management, solution selling, team leadership, business process understanding, problem-solving, negotiation

Preferred skills

Experience with Anaplan, OneStream, Oracle, SAP or similar EPM cloud technologies

Responsibilities

Develop trust relationships with a portfolio of major clients, acquire understanding of key customer needs, expand relationships by proposing solutions, lead multi-faceted internal teams, ensure timely delivery of products and services, serve as communication link between customers and internal teams, resolve customer issues, generate new sales, prepare progress reports and forecasts

Sourced via greenhouse · Listed on CareerPlan, which tracks 879,000+ jobs from 20+ sources.