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Join our team at PlanSimpli!
Join the PlanSimpli Team! Check out our open positions and apply within descriptions.
Senior Consultant – Workday Adaptive Planning / Pigment
Location: Remote (U.S.)
Reports To: Head of Delivery
Company: PlanSimpli — Simplifying the Complex, Amplifying the Possible
About PlanSimpli
At PlanSimpli, we help organizations achieve planning excellence by combining deep expertise in Workday Adaptive Planning and Pigment with a sharp focus on business value.
We work with clients that have complex requirements — but crave elegant, scalable solutions. Our approach blends strategic advisory, technical mastery, and innovation to redefine how modern organizations plan, forecast, and operate.
The Opportunity
As a Senior Consultant, you’ll take the lead in designing, implementing, and optimizing sophisticated EPM solutions across Finance and Operations. You’ll guide clients through transformation — from strategic vision to practical execution — while mentoring consultants and contributing to the growth of the firm’s delivery excellence.
This role is ideal for someone who thrives in fast-moving environments, enjoys working directly with executives, and wants to shape the future of planning technology.
What You’ll Do
- Lead or co-lead implementations of Workday Adaptive Planning, Pigment, or comparable platforms.
- Translate strategic goals into model architecture and design.
- Drive client workshops, requirement sessions, and solution presentations.
- Configure complex data models, scenarios, and reporting frameworks.
- Coach and mentor Consultants to deliver with quality and confidence.
- Partner with leadership to evolve PlanSimpli’s delivery frameworks and accelerators.
- Stay ahead of emerging technologies and help clients adopt next-generation planning approaches.
What You Bring
- 3–7 years of experience in EPM or FP&A consulting (or equivalent).
- Strong hands-on experience with Workday Adaptive Planning, Pigment, or Anaplan.
- Deep understanding of financial and operational planning processes.
- Ability to manage client relationships and present to senior stakeholders.
- Strong problem-solving skills, attention to detail, and a passion for simplicity.
- Team-oriented mindset and leadership potential.
Why Join PlanSimpli
- Leadership opportunity: shape engagements and mentor the next wave of EPM consultants.
- Innovation-first culture: contribute to new methodologies, AI-enhanced planning, and cross-domain use cases.
- High visibility: work directly with founders and senior leaders from the Adaptive and Workday ecosystem.
- Growth runway: clear path to Principal and beyond as the firm scales.
- Purpose-driven simplicity: we help clients achieve clarity — and help our people do the same.
Bonus Skills
- Experience with Workday Financials, Workday HCM, Salesforce, NetSuite, or ERP integrations.
- Experience with dashboarding, analytics, or BI tools (e.g., Power BI, Tableau, Looker).
- CPA, CFA, or MBA a plus, but not required.
Work Eligibility
- Visa Sponsorship is not offered for this role.
PlanSimpli is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
Consultant – Workday Adaptive Planning / Pigment
Location: Remote (U.S.)
Reports To: Head of Delivery
Company: PlanSimpli — Simplifying the Complex, Amplifying the Possible
About PlanSimpli
PlanSimpli helps organizations transform how they plan and perform — leveraging modern EPM platforms like Workday Adaptive Planning and Pigment to drive clarity, agility, and confidence across Finance, Sales, and Operations.
Founded by former Workday and Adaptive leaders, we’re building the next-generation consultancy — one that values simplicity, innovation, and meaningful client impact.
The Opportunity
As a Consultant, you’ll work alongside experienced professionals to deliver cutting-edge planning solutions that empower business leaders to make smarter, faster decisions. You’ll grow quickly by learning from some of the most accomplished experts in the Workday Adaptive and Pigment ecosystems, while taking on real ownership and client-facing responsibility.
What You’ll Do
- Support the design, build, and deployment of Workday Adaptive Planning, Pigment, or similar solutions.
- Collaborate with clients to translate business needs into practical, scalable planning models.
- Configure data models, calculations, and dashboards aligned to financial and operational objectives.
- Participate in client workshops, testing, and knowledge transfer sessions.
- Contribute to PlanSimpli’s internal accelerators, templates, and best practices.
- Stay curious — explore new features, participate in training, and grow into a trusted advisor role.
What You Bring
- 1–3 years of experience in EPM, FP&A, or financial systems implementation.
- Familiarity with planning, budgeting, and forecasting concepts.
- Hands-on exposure to Workday Adaptive Planning, Pigment, Anaplan, or similar tools (preferred).
- A problem-solving mindset with strong Excel/modeling fundamentals.
- Excellent communication and a genuine desire to learn and grow.
Why Join PlanSimpli
- Accelerated growth: direct mentorship from industry leaders who’ve built multiple top EPM practices.
- Diverse experience: projects that go beyond finance — Sales, Workforce, and Operational Planning.
- Cutting-edge tech: opportunity to work with Pigment, a next-gen platform transforming planning.
- Culture of simplicity: we prioritize clarity, autonomy, and sustainable success — for clients and our team.
Bonus Skills
- Experience with Workday Financials, Workday HCM, Salesforce, NetSuite, or ERP integrations.
- Experience with dashboarding, analytics, or BI tools (e.g., Power BI, Tableau, Looker).
- CPA, CFA, or MBA a plus, but not required.
Why You’ll Love Working Here
- A culture that prizes simplicity, innovation, and authenticity.
- Exposure to leading-edge AI tools and enterprise planning platforms.
Work Eligibility
- Visa Sponsorship is not offered for this role.
PlanSimpli is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
Marketing Production & Content Specialist
Location: Remote (LATAM) (Must be fluent in English and Spanish)
Reports To: Head of Marketing
Company: PlanSimpli — Simplifying the Complex, Amplifying the Possible
About PlanSimpli
PlanSimpli helps organizations transform how they plan and perform — leveraging modern EPM platforms like Workday Adaptive Planning and Pigment to drive clarity, agility, and confidence across Finance, Sales, and Operations.
Founded by former Workday and Adaptive leaders, we’re building the next-generation consultancy — one that values simplicity, innovation, and meaningful client impact.
The Opportunity
As we continue to scale, we are looking for a Marketing Production & Content Specialist to support our growing marketing initiatives.
This role will work closely with our Head of Marketing to execute campaigns, produce marketing materials, and maintain digital marketing assets.
What You’ll Do
- Content Production
- Transform written materials into marketing-ready assets including:
- presentations
- one-pagers
- case studies
- infographics
- webinar materials
- Repurpose thought leadership content across formats and channels.
- Translate existing English content into Spanish across multiple channels
- Transform written materials into marketing-ready assets including:
- Social Media & Content Distribution
- Schedule and publish social media posts (primarily LinkedIn).
- Assist with video clipping and content repurposing.
- Maintain the content calendar.
- Website & Landing Page Management
- Build and maintain landing pages in WordPress.
- Upload blogs, case studies, and marketing materials.
- Maintain website content and formatting.
- Marketing Research
- Conduct keyword research and competitor research.
- Assist with SEO and content optimization initiatives.
- Marketing Operations Support
- Assist with HubSpot campaign setup and list management.
- Support email campaigns and marketing workflows.
- Maintain marketing asset libraries.
What You Bring
- Fluency in English and Spanish
- Experience with Adobe Creative Suite, Canva, or similar design tools
- Experience creating presentations and marketing collateral
- Experience with WordPress
- Strong attention to detail and design quality
- Experience using AI tools such as ChatGPT for marketing productivity
- Strong organizational skills and ability to manage multiple projects
Bonus Skills
- Experience with HubSpot
- Experience supporting B2B marketing
- Familiarity with consulting or professional services marketing
- Basic understanding of SEO and keyword research
Why Join PlanSimpli
- Accelerated growth: direct mentorship from industry leaders who’ve built multiple top EPM practices.
- Cutting-edge tech: opportunity to work with Workday and Pigment, next-gen platforms transforming planning.
- Culture of simplicity: we prioritize clarity, autonomy, and sustainable success — for clients and our team.
Why You’ll Love Working Here
- A culture that prizes simplicity, innovation, and authenticity.
- Exposure to leading-edge AI tools and enterprise planning platforms.
Work Eligibility
- Visa Sponsorship is not offered for this role.
- Remote: Located in LATAM
PlanSimpli is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.