Explore Current Career Opportunities at Upaya
At Upaya, we take pride in our team. We work hard to make sure that the best and brightest minds are welcomed here, and we want to offer a rewarding experience for all our employees.
Take a look at the open positions we have below and let us know if you see a great fit!
Upaya – The Solution, Inc. is one of the most established and highest achieving Oracle NetSuite partners in the country. We are proud awardee of the 5-Star Award by Oracle NetSuite. We have completed over 600 successful implementations.
NetSuite is the leading provider of on-demand, integrated business management ERP software for growing and midsize businesses. Our team of consultants, developers, and project managers are self-motivated and hard working. Together as a team and individually we strive for excellence in our work and in our service to our customers. Our core values are integrity, responsiveness, teamwork, quality and fun.
You will make immediate contributions to the organization by:
Generate qualified B2B sales leads through phone calls, emails, automated campaigns, business events/meetings and industry conventions.
Develop a strong understanding of the product offering and buyer personas to effectively target viable prospects.
Complete a high volume of prospecting phone calls and emails using approved materials and account-based marketing playbook.
Fully document all sales activities in our NetSuite instance.
Participate in first-call introductions with the customer success/sales team to develop Active Sales Cycle capabilities and strengthen product knowledge.
Regularly attend networking events to build and strengthen referral networks.
Attend approved trade shows and sales events.
Hire and develop a high performing team of Business Development Representatives.
BS/BA and a minimum of 5+ year of business experience in selling B2B (NetSuite ERP experience is a plus).
5+ year experience selling technology solutions, applications software, web hosted products, or other financial, business, CRM or ERP solutions.
Selling experience into or working with enterprise, mid-market and small business accounts.
Able to create leads from your own prospecting efforts, leveraging your contacts and existing accounts and partners.
Experience building a pipeline and qualifying and identifying deals that you can close.
Results driven and able to achieve/exceed monthly/quarterly/annual sales quotas.
Excellent communication skills both written and verbal with internal/external clients.
Consistent overachievement of quota and revenue goals in a comparable role.
Successful direct and new business sales experience required.
Previous experience with CRM, ERP, financial or enterprise solutions.
Desire to work in tech industry with a growing company
Intelligent, motivated and competitive “roll-up-the-sleeves” and “get the job done” attitude
Previous knowledge of NetSuite is a plus
Excellent verbal and written communication skills; capable of completing a high volume of outbound phone calls and emails daily. Technology savvy with social media and internet research skills. Able to accept rejection and move on; Competitive, results oriented and highly motivated to succeed.
Would be nice to have:
Previous sales of ERP systems or software. High volume outbound sales to senior management executives.
Incentives: Fun friendly and flexible environment, access to high quality leads and great commission potential
San Jose, CA
The Financial Planning & Analytics services is the industry leading practice focused on developing and implementing strategic solutions for the Finance function that enable improved decision- making capabilities, increased productivity and provide a platform for increased growth of the business. The primary offerings of this practice area are: Financial Planning and Budgeting Solutions, Consolidation and Reporting Solutions, and Management / other Enterprise-wide Reporting Solutions. FP&A Strategy (Blueprint and Strategy, Org Design and People Development and Strategy/KPI Articulation), FP&A Transformation (FP&A Process and Data Optimization, FP&A Center of Excellence/Delivery Model, Cost Management) and Finance Technology (FP&A/BI Information Architecture).
Director, FP&A will be primarily responsible for overseeing financial planning and budgeting engagements and driving new business opportunities. He will apply well- honed finance, project management, and consulting skills to effectively lead and manage major engagements and will be heavily involved in activities such as project diagnostics, RFP responses, proposal development and financial solutions architecture. Responsibilities of Director, FP&A will include (but not limited to) the following:
Prepare or direct the preparation of Monthly, Quarterly and Annual Budgets vs. Actuals business analysis to support the leadership in business decisions on various projects
Review budgets & forecasts to ensure completeness, accuracy and compliance with accounting procedures and statute
Analyze complex financial information from various sources to identify variances and trends, size financial risks and opportunities, Interpret and present key findings for senior leadership audience.
Support the annual and long-range financial planning, including periodic financial forecasting cycles, by anticipating business changes
Develop and recommend budget strategies and plans for formulation of operating budgets
Direct and provide guidance on cost analysis and fiscal allocation
Collaborate with Marketing Sciences, Strategic Pricing, Market Research to ensure latest business intelligence is integrated into the forecast
Provide content/finance functional knowledge and expertise in some or all of the core Financial Planning & Analytics processes including: Financial Planning, Budgeting and Analysis, Consolidation and Reporting, Business Intelligence and Metrics
Drive key strategic processes such as portfolio reviews and long-term financial planning
Forecast financing needs and assist in preparation for capital raises
Conduct cost-benefit analyses to compare operating initiatives, analyze financial requests and explore alternative financing methods
Build and operate a robust system of financial planning processes, decision support tools and forecasting models to drive informed decision making for executives and functional leaders as the business grows and new lines of business are added
Manage and drive the Business Unit planning and forecasting processes (monthly, quarterly, annual) with the consolidation across Business Segments
Review Return On Investment (ROI), Internal Rate of Return (IRR), Net Present Value (NPV) and other quantitative tradeoff frameworks and KPIs at Organization level and identify measures to improve profits and operational efficiency
Proactively identify and resolve issues critical to the clients’ strategic and financial success
Identify and close new business opportunities in financial planning & budgeting at existing and potential new clients
Mentor and manage a team of FP&A business partners by helping to create a center of excellence and instilling best practices across accounting & finance
We are searching for a professional, talented, and self-motivated individual with strong Accounting, Financial Planning, Budgeting and Analytics experience. Director, FP&A will typically have:
12+ years of related consulting experience with a top tier firm, demonstrating career progression in FP&A and ERP implementation services
Bachelor’s degree in Finance, Accounting or related field; such as CPA certified or Equivalent qualifications in Accounting/Finance
Exceptional understanding of Financial Planning, Budgeting, Analytics and Business Intelligence within targeted industries and consulting service lines
Strong project leadership and project management abilities
Outstanding client relationship skills
Outstanding verbal and written communication skills including presentation skills(MS PowerPoint)
Ability to effectively generate new business and lead pursuit teams
Knowledge of the Financial Planning, Budgeting & Analytics software / product functionalities and capabilities, including Oracle/Hyperion, SAP, Adaptive Insights. Specific experience with deployment of at least one of these products is a plus
Certification in Adaptive Insights, Oracle PBCS or SAP as a plus
Oracle EPM Consultant will work with customers and Upaya project team to configure and customize Oracle Planning and Budgeting to meet customer business requirements. Consultant will play a key role in successful completion of implementation projects, and also contribute to company and practice-level initiatives.
Collect, understand and validate customer business requirements in budgeting, forecasting and reporting, and map their requirements to Oracle Planning and Budgeting functionalities.
Conduct working sessions with customers and performing offline project tasks for customers that include requirement documentation and analysis, solution design, system configuration, system and user-acceptance testing, administrator and key user training, and post go-live support.
Work on issues of diverse scope where analysis of financial and transaction data requires evaluation of numerous factors; document, troubleshoot and escalate support issues with Oracle on customer behalf
Assist Project Managers with developing project timeline, managing project scope and deliverables, and setting expectations on timeline and scope with the customers
Contribute to internal initiatives in developing pre-built solution, project methodology and service offerings; provide support for sales effort.
Document best practices including business and system processes, customer and internal FAQs, and contribute to ramping up new hires and training junior team members.
Bachelor’s degree in Computer Science, Engineering, Accounting, Finance or Business Administration.
Minimum 3 years of work experience in enterprise software implementation.
Experience with Oracle EPM applications, including Essbase, Hyperion, and Planning and Budgeting (formerly known as PBCS).
Experience with SmartView, Web Forms, Reporting Web Studio, Business Rules and Data Management (FDMEE) modules of Oracle EPM.
Strong understanding of Oracle EPM solution design using ASO and BSO cubes based on customer requirements and best practice.
Experience in implementation and support of ERP systems, particularly NetSuite ERP, is highly desirable.
Experience in performing financial analysis functions - planning, forecasting, budgeting and reporting and general knowledge of US GAAP and IFRS regulations a great plus.
Able to work independently with customers and drive project tasks to completion with minimal supervision.
Excellent verbal and written communication skills and ability to interact professionally with customer team, including executives, managers, financial analysts and IT staff.
Ability to work in a deadline-focused environment, consistently producing deliverables within agreed-upon timeframes.
Marketing executives oversee many aspects of a campaign throughout the entire lifespan of a product, service or idea. These responsibilities can include:
overseeing and developing marketing campaigns
conducting research and analysing data to identify and define audiences
devising and presenting ideas and strategies
writing and proofreading creative copy
maintaining websites and looking at data analytics
organizing events and exhibitions
updating databases and using a customer relationship management (CRM) system
coordinating internal marketing and an organization’s culture
managing campaigns on social media.
2-3 years of B2B marketing experience in the technology industry
Well versed in optimizing Social Media strategies
Google Ads/Analytics experience
Good teamwork skills
Communication skills and networking ability
Strong attention to detail
Good organization and planning skills
Creativity and writing skills.
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