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’s award-winning AI capabilities accelerate decision-making, helping Planful users in over 100 countries to close faster, accelerate cycle times, increase productivity, and improve accuracy. Planful is a private company with more than 1,500 customers, including Bose, Boston Red Sox, Five Guys, Grafton Plc, Gousto, and Specialized, and is backed by Vector Capital, a leading global private equity firm. Learn more at Planful.com.
About the role
Planful is seeking a full-time Product Manager, Planning to join our world-class product team. Reporting to the SVP of Product, this individual will own the roadmap and execution for Planful’s dynamic planning capabilities—driving continuous, connected, and AI-powered planning experiences for finance and operations teams across the enterprise. The right candidate combines deep domain knowledge in financial and operational planning with a passion for building intelligent, modern software. You will be responsible for gathering requirements, translating them into actionable stories, and delivering high-quality products to the enterprise performance management market. If you want to move fast, shape the future of AI-forward planning software, and make a real impact—this is the role for you.
Responsibilities
- Define and own the product roadmap for Planful’s dynamic planning capabilities and set engineering priorities accordingly.
- Write and share clear functional specifications, user stories, and acceptance criteria with development, QA, and UX teams.
- Design and champion intuitive new planning functionality in close partnership with engineering and UX teams, ensuring an exceptional user experience for finance and operations users.
- Evangelize product vision, planning strategy, and AI capabilities to customers, partners, prospects, and internal stakeholders including Sales, Marketing, and Customer Success.
- Integrate AI capabilities into the planning product—including predictive analytics, intelligent scenario modeling, anomaly detection, and natural language interfaces—to deliver an AI-forward user experience.
- Leverage AI tools and techniques personally to accelerate research, synthesis, prototyping, and requirements development workflows.
- Analyze the competitive landscape for planning and FP&A solutions and define differentiated requirements that advance Planful’s market position.
- Evaluate product performance and feature utility with internal stakeholders (support, services, sales) and external stakeholders (customers, partners, analysts).
- Lead research and discovery in areas of innovation, including AI-driven planning automation, rolling forecasts, scenario planning, and workforce/operational planning.
- Define and refine the data model and calculation layer requirements to support flexible, multi-dimensional planning across finance and operations.
- Partner with the broader product team to ensure coherent integration between planning, reporting, consolidation, and analytics capabilities within the Planful platform.
Requirements
- 3–5+ years of experience as a Product Manager, Program Manager, or consultant with enterprise software, preferably in FP&A, CPM, EPM, or related planning and analytics domains.
- Deep domain knowledge in financial planning, budgeting, forecasting, and operational planning—ideally with hands-on experience as a user, implementation consultant, or PM of planning software.
- Demonstrated experience incorporating or working alongside AI/ML capabilities in a product context, including familiarity with LLMs, predictive modeling, or AI-assisted workflows.
- Actively uses AI tools (e.g., generative AI, co-pilots, automated analysis) to improve personal productivity and bring innovative ideas to product development.
- Strong understanding of driver-based and continuous planning methodologies, rolling forecasts, scenario and sensitivity analysis, and workforce/headcount planning.
- Experience defining user interface concepts for complex business applications, including wireframes, mockups, and final UX decision-making.
- Understanding of EPM concepts including financial analytics and visualization, data integration, multi-dimensional modeling, and financial reporting.
- Proven ability to define and communicate product requirements to a broad audience—engineers, QA, marketing, senior management, customers, and analysts—through both verbal and written communication.
- Proficiency with modern product management tools: Atlassian Jira, Claude, Google Docs, Figma, Pendo or similar.
- Experience with SaaS development models, cloud computing, and Agile/Scrum development methodologies.
- Undergraduate degree in Accounting, Finance, Business Intelligence, Computer Science, or related field. Graduate degree is a plus.
- Independent thinker and self-starter who operates with urgency and can research, synthesize, and present findings with minimal direction.
- Strong verbal and written communication skills, including comfort presenting to large audiences in person or over video, and ability to craft clear requirements and specification documents.
- Experience working with or presenting to U.S. based customers and stakeholders.
- Experience in a lead role mentoring or managing team members 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, 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, and most recently - Palm Desert, California!
- Team-specific offsites in cities like New York, Sonoma, or our brand new HQ based in downtown San Francisco
- 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.
- Company-wide Mentorship program with Executive sponsorship of CFO and Manager-specific monthly training programs
- 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 $200,000 - $250,000 USD per year, depending on experience and location. As a part of this role, you are also eligible for equity, benefits and wellbeing resources.
