About Us
Planful is the pioneer of financial performance management cloud software. The Planful platform, which helps businesses drive peak financial performance, is used around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and analytics. Planful empowers finance, accounting, and business users to plan confidently, close faster, and report accurately. More than 1,300 customers, including 23andMe, Bose, Boston Red Sox, Five Guys, and Zappos, rely on Planful to accelerate cycle times, increase productivity, and improve accuracy. Planful is a private company backed by Vector Capital, a leading global private equity firm. Learn more at planful.com.
About the Role
Planful is looking for an individual with a strong passion to work with Planful customers and help them during the implementation. Reporting to the Regional Services Leader, you will work on implementation projects, working closely with customers. The successful candidate must work well in a team environment while being a resourceful, independent self-starter able to work effectively with minimal direction. You will take ownership of the application configuration, testing, knowledge transfer and rollout activities. Candidate must have the ability to travel at least 40% of the time.
Responsibilities
- Implement Planful's Financial Performance Management (FPM) Suite
- Advise and translate existing client FPM business process to Planful software solution and provide best practices
- Adhere to and help develop the Services methodology
- Lead customer and partner knowledge transfer and training sessions
- Drive project and Services team metrics and margins
- Support sales team with scoping and POCs
Skills and Minimum Experience
- Prior consulting experience
- Bachelor’s degree in Accounting/Finance or the equivalent of 2 years of Accounting/Finance experience preferred
- Excellent verbal and written communication skills
- Command a strong presence
- Be consultative
- Proven ability to ramp on new products in a start-up environment
- Ability to adapt to diverse project teams
- Ability to interact with senior level executives and sales executives
- Must be able to deliver “consultative no” discussion
- Experience at a software company or Big 4/large GSI is a plus
Why Planful
Planful exists to enrich the world by helping our customers and our people achieve peak performance. 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
- Annual Planful Palooza, our in-person, company-wide culture kickoff held in cities like San Diego, Denver, Austin, and most recently Palm Beach
- Team-specific off-sites in cities like New York, Sonoma, or our brand new HQ based in downtown San Francisco
- Remote first culture with benefits such as home office setup, and monthly wifi and cell phone reimbursements
- Company-wide Mentorship program with Executive sponsorship of CFO and Manager-specific monthly training programs
- Employee Resource Groups such as Women of Planful, LatinX at 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 base salary band for this role is $70,000-$80,000 per year. More details about our company benefits can be found here: https://planful.com/jobs/
