Teams at Planful

Create and maintain customer-facing learning content, including course guides, slide decks, quizzes, certification assessments, and hands-on labs. Translate complex Planful product workflows and releases into clear educational materials, collaborate with subject matter experts and product managers, support NASBA CPE-accredited courses, and use AI tools to accelerate course development. The role may also involve delivering webinars and office hours.

Develop and manage customer marketing programs, including customer references, communities, newsletters, case studies, testimonials, and user groups. Collaborate with Sales, Marketing, and Customer Success to support commercial initiatives, analyze program ROI, manage customer rewards budgets, and encourage customer participation in technology reviews and analyst reports.

Analyzes sales, pipeline, revenue, productivity, forecasting, retention, expansion, pricing, and territory data to support GTM decision-making. Builds forecast models, reporting frameworks, executive presentations, and actionable insights while validating data across Salesforce, Clari, and business systems. Partners with Sales, Finance, Marketing, Customer Success, Deal Desk, IT, and Business Systems teams.