The Role
Execute post-implementation configuration, testing, and optimization of Vena solutions to support customer adoption. Configure data models, templates, reports, workflows, and integrations; validate data feeds; troubleshoot issues; document changes; and contribute reusable templates and best practices to improve adoption, efficiency, and retention metrics.
Summary Generated by Built In
This role will be working out of our Indore office 5 days a week and is required to work an evening shift (3pm to 12am IST) to support our North American team.
Our clients are continuously evolving their financial processes and rely on Vena to support those changes over time. Following implementation, they look to our Customer Adoption team to help optimize, extend, and scale their use of the platform.
Our clients are continuously evolving their financial processes and rely on Vena to support those changes over time. Following implementation, they look to our Customer Adoption team to help optimize, extend, and scale their use of the platform.
This role supports Customer Adoption Managers and Technical Adoption Managers by executing configuration and testing work and does not have direct customer-facing responsibilities.
As part of this team, Associate Consultants play a critical role in executing post-implementation configuration work that supports customer adoption and ongoing value realization. Partnering closely with Technical/Customer Adoption Managers, Associate Consultants configure and enhance existing Vena solutions, ensuring they remain accurate, efficient, and aligned to best practice use cases.
As part of this team, Associate Consultants play a critical role in executing post-implementation configuration work that supports customer adoption and ongoing value realization. Partnering closely with Technical/Customer Adoption Managers, Associate Consultants configure and enhance existing Vena solutions, ensuring they remain accurate, efficient, and aligned to best practice use cases.
This role is focused on delivering high-quality, scalable configuration updates that enable customers to adopt new workflows, improve efficiency, and get more value from their Vena investment. Through attention to detail, strong collaboration, and continuous learning, Associate Consultants help ensure customer environments are well-maintained and ready to support long-term success.
We pride ourselves on building a Customer Adoption organization with deep product expertise, a strong execution mindset, and a commitment to helping customers succeed well beyond go-live.
How You'll Make an Impact
- Execute post-implementation configuration and optimization for assigned customer health plans in partnership with TAMs/CAMs.
- Configure, enhance, and maintain Vena data models, templates, reports, workflows, and integrations to support evolving customer needs.
- Ensure accuracy and reliability of customer data feeds, aligned with solution design and health plan objectives.
- Deliver timely, high-quality configuration updates that drive product adoption and measurable value realization.
- Test, validate, and quality-check all configuration changes prior to release or customer enablement.
- Troubleshoot configuration, data, and performance issues, recommending scalable, sustainable solutions.
- Identify opportunities to standardize, simplify, and automate configurations to improve efficiency and reduce support effort.
- Document configuration approaches, assumptions, and changes to support customer transparency and internal continuity.
- Contribute to reusable templates, configuration patterns, and best practices to enable scale across the Customer Adoption team.
- Take ownership of adoption and retention KPIs (NRR/GRR, utilization metrics, adoption score) while demonstrating proactive, self-directed execution.
We'd Love to See
- 1-2 years of work experience in Financial Planning & Analysis (FP&A)/Accounting and/or Software Implementation.
- A passion for continuously learning new technology, and improving business processes for our customers
- Resourcefulness and eagerness to learn and grow, takes initiative to find answers
- Excellent communication skills in English, proactively asks thoughtful questions, and demonstrates understanding of customer needs
- Ability to work collaboratively in a team environment, and present effectively with all levels in an organization
- Experience in applying problem solving skills (quantitative, conceptual, analytical)
- Strong Microsoft Excel skills
- Data Integration and data modeling experience, or a willingness to learn
- Experience or knowledge of database management (i.e. ETL, Oracle, SQL Server, etc
Base salary range 1,263,624 - 1,709,608 INR
*Our salaries are tailored to roles, levels and locations. Your individual pay within this range is influenced by factors like work location, skills, experience and education. As you progress in your role, your compensation may adapt, offering flexibility for growth beyond initial levels. For specifics, your recruiter will provide details and address any questions during the hiring process.
*Our salaries are tailored to roles, levels and locations. Your individual pay within this range is influenced by factors like work location, skills, experience and education. As you progress in your role, your compensation may adapt, offering flexibility for growth beyond initial levels. For specifics, your recruiter will provide details and address any questions during the hiring process.
About
At Vena, we’re reimagining how businesses plan and grow: powered by data, collaboration, and innovation 🌱 Headquartered in Toronto with a global reach, we help finance teams work smarter using the tools they already love (yes, we’re talking about Excel!). Trusted by over 1,800 organizations and 150,000+ users every day, Vena Solutions brings clarity to complexity. We're a people led company that leads with our CORE values (Customer Trust, One Team, Respect & Authenticity and Execution Excellence) and are driven by our mission We’re growing fast, thinking big, and having fun along the way. The future of finance is being built here, and we’d love for you to be part of it 🚀Why Choose Us:💰 CompensationWe offer competitive and comprehensive total rewards packages that we review yearly to stay ahead of the market! Transparency is key, we keep you in the loop on how we design our comp programs. Build your future with our Employee Stock Option Program, Retirement Savings, Support & 401k Matching Programs.🎓 Personal Growth & LearningLevel up your skills with Vena! We support your journey with education subsidies, professional development programs, and learning opportunities to help you grow your career and reach your goals. Your future is bright and we’re here to invest in it!🧘♀️ Health & WellnessYour well-being = our priority! Great health & dental plans, wellness sessions (virtual & in-person), Employee Assistance Program (EAP), and a free Headspace subscription to support your mental health.🌍 Global ReachVena is everywhere you are! With offices in Toronto, London, and Indore, as well as team members across the United States, EMEA and beyond, we're a truly global company. Collaborate with colleagues around the world and bring diverse ideas to life: no passport required!🌴 Time OffRecharge with generous leave options - perfect for vacation, wellness, personal time, parental support, volunteering, and more.🏡 FlexibilityWe embrace a flexible culture that supports different ways of working, depending on the role and location. While some of our teams enjoy hybrid arrangements, others thrive in-office or remotely. With modern workspaces in Toronto, Indore, and London, we offer inspiring environments when you need them - and the freedom to work in ways that work best for you and your team.✨ AI-Powered InnovationAt Vena, we don’t just keep up, we're leading the way! 🚀We empower team members at every level to actively explore AI best practices, identify meaningful opportunities to apply AI in their work, and champion innovative solutions that drive impact.By fostering a culture of curiosity, innovation, and responsible use, we’re building a future where AI enhances how we work, think, and lead. From automating workflows to enhancing insights, AI is woven into everything we do.👉 Check us out:▶️YouTube💼 LinkedIn🔗GlassDoor
Skills Required
- Work out of Indore office 5 days a week
- Work evening shift (3pm to 12am IST) to support North American team
- 1-2 years of work experience in FP&A, Accounting, or Software Implementation
- Strong Microsoft Excel skills
- Experience or willingness to learn data integration and data modeling
- Experience or knowledge of database management (ETL, Oracle, SQL Server, etc.)
- Excellent English communication skills
- Ability to work collaboratively and present effectively across levels
- Demonstrated problem solving skills (quantitative, conceptual, analytical)
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The Company
What We Do
Vena (pronounced Venn-ah) is the only native Excel platform, built for Microsoft365 with Power BI Embedded. Add up to more with Vena. Try our demo: https://bit.ly/lin-demo
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