Maintain the partner project tracker as the single source of truth: stage, health, ARR, milestone dates, and project age across all active partner-led implementations
Build and refresh recurring partner performance reporting — project counts by stage, risk distribution, signed-contract ARR by quarter, and partner-versus-Planful delivery benchmarks
Prepare materials for partner QBRs and internal pipeline and delivery reviews
Flag data gaps and chase partners and internal owners for accurate, timely updates
Delivery Quality & Escalations
Run regular project health checks and surface at-risk implementations before they become customer problems
Coordinate escalation response: assemble the facts, convene the right people, track mitigation actions to closure, and close the loop with stakeholders
Track root causes and recurring failure patterns, and feed them back into enablement content and partner coaching
Monitor adherence to Planful's implementation methodology and deliverable standards
Partner Onboarding & Certification
Collaborate with the Partner Enablement team on new partner onboarding, helping ensure all readiness areas are addressed
Support certification tracking across partner firms, working with Partner Enablement to surface coverage gaps and keep partners moving toward certification targets
Help coordinate partner training sessions and office hours, and partner with the team to keep enablement current as the product evolves
Cross-Functional Coordination
Serve as the day-to-day operational contact for partner delivery leads and project managers
Partner closely with Professional Services on methodology, resourcing, and handoffs; with Sales on scoping and partner assignment; and with Customer Success on post-go-live transitions
Translate between partner-side and Planful-side processes so nothing falls through the cracks
Contribute to process improvements that reduce friction in the partner delivery model
Requirements
3–5 years in partner enablement, professional services operations, project coordination or PMO, channel operations, or implementation delivery — ideally in B2B SaaS
Demonstrated ownership of project tracking and reporting for a portfolio of concurrent projects
Strong Excel and Google Sheets skills; comfortable building and maintaining reporting from imperfect source data
Excellent written and verbal communication — you can brief an executive and coordinate with a partner consultant in the same hour
Proven ability to drive action across teams you don't manage, including with external organizations
Highly organized and self-directed, with sound judgment about what needs escalating and what you can resolve
Experience in the EPM, FP&A, CPM, or finance-technology space
Familiarity with Salesforce, project management tooling (Smartsheet, Asana, Jira, or similar), and BI or reporting tools
Background working with or inside systems integrators or consulting partners
Exposure to enablement content development or partner certification programs
PMP, CAPM, or equivalent project management coursework
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.
Our salary band for this role is $80,000–$100,000 USD OTE per year, depending on working location and experience. More details about our company benefits can be found here: https://planful.com/jobs/
