Smartsheet Configuration Consultant

About the role

At RGP, you will work in a boutique-style environment backed by a global platform, serving a diverse client base that includes Fortune 100 companies, private equity-backed organizations, and public sector entities. You'll gain meaningful exposure to senior leaders and high-impact work, helping organizations modernize how work gets planned, tracked, and delivered.

Responsibilities

• Support delivery of Advisory Services engagements spanning strategic transformation, operating model design, process improvement, risk and compliance, mergers & acquisitions, and more.
• Lead and maintain project portfolio tracking and reporting using Smartsheet, including building dashboards, automated workflows, resource views, and executive-level reports for client engagements.
• Apply PPM frameworks to help clients prioritize, plan, and govern portfolios of initiatives, ensuring alignment to strategic objectives and resource capacity.
• Solicit and document business requirements, helping translate needs into practical solutions.
• Independently develop clear, client-ready deliverables, including presentations, analyses, and supporting documentation.
• Collaborate with team members and client stakeholders to ensure alignment and progress across workstreams.
• Support implementation activities, including process improvements, system enhancements, and operating model changes.
• Identify issues, risks, and dependencies, and escalate appropriately to project leads.
• Apply structured problem-solving and analytical skills to support decision-making and project outcomes.
• Contribute to tools, templates, and deliverables that improve consistency and quality of work.
• Build strong working relationships with clients and internal teams, contributing to a collaborative team environment.
• Coach more junior resources delivering upon client engagements, when applicable.
• Participate in internal initiatives and support the continued growth of the CFO Advisory Services and the overall Consulting business unit.

Qualifications

• 3-5+ years of experience working in strategy or management consulting in a client-facing role
• Hands-on Smartsheet experience is required, including building project plans, dashboards, automated workflows, and executive-level reports. Smartsheet certification is a strong plus
• Demonstrated PPM experience is required, including portfolio governance, intake processes, prioritization frameworks, capacity planning, and portfolio-level status reporting
• Experience supporting client engagements spanning strategy, transformation, and operational improvement
• Ability to understand client business models and adapt across industries
• Experience developing clear, client-ready presentations and deliverables
• Strong analytical and problem-solving skills with attention to detail
• Effective communication skills, with the ability to engage both technical and business audiences
• Proficient with project delivery, including building project plans, tracking progress, identifying risks, and supporting issue resolution
• Knowledge of finance transformation, FP&A, controllership, and/or finance operations
• Collaborative team player with the ability to build relationships and work across functions; high energy, strong integrity, and a proactive, solutions-oriented mindset
• Demonstrated interest in and aptitude for business development, including identifying opportunities to expand client relationships, contributing to proposals and RFPs, and supporting go-to-market activities
• Bachelor’s degree in Business, Finance, Accounting, Economics, Engineering, or related field; PMP, Change Management, or Smartsheet certification is a plus
• Willingness to travel as needed

Pay

Salary Range: $110,000 - $140,000