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Senior Strategic Optimization Consultant

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BlackLine

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Location:
United States , New York

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Contract Type:
Not provided

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Salary:

128000.00 - 161000.00 USD / Year

Job Description:

The Senior Strategic Optimization Consultant is a contributing member of the Professional Services Team, responsible for helping under-adopted customers realize value. Additionally, the Senior Strategic Optimization Consultant partners with customers to integrate strategy, process, and technology while providing thought leadership to optimize the accounting & finance function. Through the Transformation Framework, 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. The Senior Strategic Optimization Consultant will be responsible for selling services related to the company's SaaS accounting software. This role involves managing the services sales process, consulting with prospective and existing customers to understand their business needs, estimating the level of effort for implementation, and preparing comprehensive Statements of Work (SOW). The ideal candidate will have a blend of sales acumen, technical knowledge, and project management skills to effectively sell and guide customers through the software adoption process. Advisors partner with Customers to design and drive a digital transformation roadmap leveraging BlackLine. The Senior Strategic Optimization Consultant 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 Senior Strategic Optimization Consultant challenges the customer’s processes and designs innovative solutions to advance the customers’ digital transformation journey, increasing adoption and expansion of BlackLine, Delivering Professional services bookings and revenues, preventing attrition and churn, and continually enriching the customer experience. The Senior Strategic Optimization Consultant 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, advisory 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 Senior Strategic Optimization Consultant 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 Senior Strategic Optimization Consultant role are designed to drive customers’ successful digital transformation journey.

Job Responsibility:

  • Resource planning for advisory services
  • Actively participate in decision-making for the overall team
  • Handle complex customer scenarios, including risk of churn/attrition
  • Handle complex process optimizations
  • Collaborate cross-departmentally to resolve customer challenges
  • Partner with customers as they pursue digital transformation, using the Transformation Framework
  • Ensure that customers are aware of all billable services available to partner with them on their journey
  • Generate pipeline and independently close on billable consulting engagements with customers
  • Deliver on work sold converting to Services revenue
  • Work with customers to assess current state processes, challenge the current state, architect potential solutions, and partner to deliver process optimizations
  • Articulate value and benefits associated with optimized solutions
  • Shadow customers as they pursue digital transformation, providing consultative guidance worthy of elevated hourly billing rates to ensure success
  • Leverage prior and current experiences and expertise to develop and deliver thought leadership to customers through webinars and other multi-customer events
  • Listen to customers to understand their needs and translate their pain points into actionable BlackLine solutions
  • Offer opportunities where customers can provide their processes without written documentation, using professional judgment and expertise
  • Review and analyze the processes and develop solutions (even when the customer is unsure of their process) based on personal experience and experience with other customers
  • Provide coaching, mentoring, and guidance for POCs to assist with more complex process optimizations
  • Engage with customer leadership and partner with AM to understand the customers’ goals, objectives, and challenges and adapt our offerings to support their needs
  • Work as a team with Account Managers and other departments on account planning focused on ACV expansion, services revenue, user adoption, referencability, and preventing attrition
  • Deliver actionable advice and expertise to customers regarding using BlackLine’s solutions as a foundational technology supporting their digital transformation journey
  • Maintain and elevate BlackLine knowledge as well as, other relevant domain knowledge that is imperative for advising customers on their Digital Transformation
  • Exhibit authentic energy for BlackLine solutions and the desire to motivate and engage our customers

Requirements:

  • 8+ years of experience in accounting/auditing and/or in accounting/auditing/financial industry software solutions
  • 8+ years customer facing experience (internal or external)
  • 5+ years BlackLine experience
  • Bachelor’s degree in Accounting, Economics or Business Administration
  • Strong interpersonal skills and experience building relationships
  • Strategic focus with actionable plans
  • Ability to adapt to changing priorities, customer needs in high-pressure situations with poise, diplomacy and tact
  • Comfort and confidence in dealing with the unknown
  • Highly process-oriented mindset, with an aptitude for dissecting processes and delivering optimized solutions
  • Excellent listening and empathy skills: identify with the customer and want to help solve their business challenges
  • Desire to be solution focused
  • Strong verbal and written professional communication
  • Demonstrated strong presentation skills including content building and delivery in varied settings (live, recorded, webex, etc)
  • Constantly elevate knowledge of BlackLine, current accounting practices, and changes in the industry
  • Demonstrated advanced knowledge of BlackLine solutions to optimize processes
  • Ability to travel – 50%, sometimes internationally

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, based on eligibility
  • robust offering of benefit and wellness plans

Additional Information:

Job Posted:
January 29, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

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