Requirements
3+ years of hands-on experience in Accounting, Finance, FP&A, or related domains.
Prior consulting or professional services experience, ideally in SaaS or enterprise software.
Experience implementing financial systems, EPM/FPM platforms, or complex business applications is strongly preferred.
Strong consultative mindset with the ability to balance customer needs and product best practices.
Proven ability to communicate effectively with both technical teams and senior-level customer executives.
Comfortable delivering a thoughtful, professional “consultative no” when needed to protect customer outcomes.
Ability to ramp quickly on new technologies in a high-growth, evolving environment.
Collaborative team player with the ability to work independently and manage multiple priorities.
Adaptable to diverse customers, industries, and project teams.
Responsibilities
Assist with implementations of the Planful Financial Performance Management Suite, from design through go-live.
Collaborate with customers to understand their financial processes and translate those requirements into effective, scalable Planful solutions.
Guide customers toward best practices while thoughtfully challenging requirements that could limit long-term value or scalability.
Ensure high-quality configuration, testing, validation, and rollout of the solution to drive adoption and measurable outcomes.
Execute project deliverables in alignment with Planful’s Services methodology, contributing to continuous improvement of delivery standards and tools.
Manage scope, timelines, and risks to ensure predictable, on-time project delivery.
Drive services performance metrics, including customer satisfaction, utilization, and project margin.
Lead customer and partner enablement sessions, including training, knowledge transfer, and post-implementation handoff.
Build strong relationships with customer stakeholders, including finance leaders and senior executives.
Serve as a cross-functional partner to Sales, Customer Success, and Product teams to ensure a seamless customer experience.
Provide feedback from the field to inform product enhancements, services offerings, and customer experience initiatives.
Why Planful
To foster the best in class work we’re so proud of, we’ve created a best in class culture, including:
2 Volunteer days per year, Birthday PTO, and quarterly company Wellness Days
3 months supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave and generous parental leave
Talkspace access and mental health support
Annual company-wide gatherings held in cities like San Diego, Denver, Palm Springs, and Vegas!
Office hubs in San Francisco, Toronto, and London. We also offer benefits such as home office setup, and monthly wifi and cell phone reimbursements for all employees, in-office or remote.
Employee Resource Groups such as Women of Planful, Parents of Planful, and many more. We encourage our teammates to bring their authentic selves to the team, and have full support in creating new ERGs & communities along the way
Pay Transparency Statement
At Planful our top priority is to support our employees and ensure each individual has access to equal growth opportunities. Pay decisions take into consideration the individual's skillset, experience, knowledge, qualifications for the role, and specific work location.
The OTE range for this role is $85,000 - $100,000 USD per year, depending on experience and location. As a part of this role, you are also eligible for equity, benefits and wellbeing resources.
