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Principal Strategic Optimization Consultant

United States, Pleasanton Employment contract 152000.00 - 190000.00 USD / Year · Job Posted June 09, 2026
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Job Description

Get to Know Us: It's fun to work in a company where people truly believe in what they're doing! At BlackLine, we're committed to bringing passion and customer focus to the business of enterprise applications. Since being founded in 2001, BlackLine has become a leading provider of cloud software that automates and controls the entire financial close process. Our vision is to modernize the finance and accounting function to enable greater operational effectiveness and agility, and we are committed to delivering innovative solutions and services to empower accounting and finance leaders around the world to achieve Modern Finance. Being a best-in-class SaaS Company, we understand that bringing in new ideas and innovative technology is mission critical. At BlackLine we are always working with new, cutting edge technology that encourages our teams to learn something new and expand their creativity and technical skillset that will accelerate their careers. Work, Play and Grow at BlackLine! Make Your Mark: The Platform Adoption Services Principal partners with customers to integrate strategy, process, and technology while providing thought leadership to optimize the accounting & finance function. Through the Transformation Framework, professional optimization consulting helps customers 1) understand their end game 2) understand the keys to a successful journey 3) envision end-to-end process optimization with BlackLine 4) organize their journey based on the nine foundational accounting process categorizes 5) assess their current state and develop a roadmap for process optimization 6) optimize processes using the 7 steps to process optimization. Consultants partner with Customers to design and drive a digital transformation roadmap leveraging BlackLine. The Role partners with Account Managers to develop a plan to deploy the key elements of the Transformation Framework to advance the customers' digital transformation journey. The Role challenges the customer's processes and designs innovative solutions to advance the customers' digital transformation journey, increasing adoption and expansion of BlackLine, driving consulting services revenues, preventing attrition and churn, and continually enriching the customer experience. The Role leverages their BlackLine expertise, their accounting, internal controls, and process optimization expertise, as well as their professional judgment to provide leading practice optimization strategies, insights, and deliverables. These deliverables include original, innovative solutions for complex customer challenges, consulting services, process redesign and transformation, solution architecture specific to the customers' challenges, one to many thought leadership, Executive touch points and strategy sessions, and recommendations to accelerate customer's accounting innovation journey. Most importantly, the Role must be confident in the unknown as many customers require assistance in understanding their own processes before considering optimization with BlackLine. All facets of the role are designed to drive customers' successful digital transformation journey.

Job Responsibility

  • Partner with customers as they pursue digital transformation using the Transformation Framework
  • Ensure customers are aware of all billable services
  • Generate pipeline and independently close on billable consulting engagements
  • Work with customers to assess current state processes, challenge the current state, architect potential solutions, and partner to deliver process optimizations
  • Design original, innovative solutions for complex customer challenges
  • Articulate value and benefits associated with optimized solutions
  • Document process optimization use cases
  • Shadow customers as they pursue digital transformation, providing consultative guidance
  • Develop and deliver thought leadership to customers through webinars and other multi-customer events
  • Listen to customers to understand their needs and translate pain points into actionable BlackLine solutions
  • Offer opportunities where customers can provide their processes without written documentation
  • Provide coaching, mentoring, and guidance for POCs
  • Engage with customer leadership and partner with AM to understand customers’ goals
  • Work as a team with Account Managers and other departments on account planning
  • Deliver actionable advice and expertise to customers regarding using BlackLine’s solutions
  • Maintain and elevate BlackLine knowledge
  • Identify and communicate on at-risk customers
  • Exhibit authentic energy for BlackLine solutions
  • Other duties as assigned

Requirements

  • 8+ years of experience in accounting/auditing and/or in accounting/auditing/financial industry software solutions
  • 6+ years customer facing experience (internal or external)
  • 5+ years BlackLine experience
  • Bachelor's degree in Accounting, Economics or Business Administration

Nice to have

  • Recognized process optimization skills and ability to architect multiple solutions with limited customer support/documentation
  • Demonstrated value communication skills
  • succinctly tie customer challenges to actionable solutions that deliver value
  • Demonstrated leadership skills
  • Adaptability to changing priorities and customer needs
  • Self-motivated, proactive team player with a natural curiosity and passion for learning
  • Prioritization and time management skills
  • CPA, CIA or related professional accounting certification

What we offer

  • Short-term and long-term incentive programs
  • Robust offering of benefit and wellness plans

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