{"jobs":[{"absolute_url":"https://planful.com/jobs/careers-list/?gh_jid=8507480002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6398452002,"location":{"name":"Remote, North America"},"metadata":null,"id":8507480002,"updated_at":"2026-10-21T14:20:02-04:00","requisition_id":"824","title":"Implementation Consultant ","company_name":"Planful","first_published":"2026-04-14T19:48:15-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h4\u0026gt;\u0026lt;strong\u0026gt;About Us\u0026lt;/strong\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;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 1,500 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.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;About the Role\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;The Implementation Consultant plays a critical role in delivering exceptional customer outcomes during the onboarding and deployment of the Planful platform. Reporting to the Director of Delivery Services, this role sits at the heart of the customer journey, translating customer business requirements into scalable, high-quality solutions while reinforcing trust, adoption, and long-term value.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role requires a blend of technical aptitude, financial acumen, and consultative customer engagement. Successful Implementation Consultants operate as trusted advisors, balancing best practices with customer-specific needs, while partnering closely with internal teams to ensure delivery excellence, predictable outcomes, and customer satisfaction.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Requirements\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;3+ years of hands-on experience in Accounting, Finance, FP\u0026amp;amp;A, or related domains.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prior consulting or professional services experience, ideally in SaaS or enterprise software.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience implementing financial systems, EPM/FPM platforms, or complex business applications is strongly preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong consultative mindset with the ability to balance customer needs and product best practices.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to communicate effectively with both technical teams and senior-level customer executives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfortable delivering a thoughtful, professional “consultative no” when needed to protect customer outcomes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to ramp quickly on new technologies in a high-growth, evolving environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborative team player with the ability to work independently and manage multiple priorities.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adaptable to diverse customers, industries, and project teams.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;strong\u0026gt;Responsibilities\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Assist with\u0026amp;nbsp; implementations of the Planful Financial Performance Management Suite, from design through go-live.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with customers to understand their financial processes and translate those requirements into effective, scalable Planful solutions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Guide customers toward best practices while thoughtfully challenging requirements that could limit long-term value or scalability.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure high-quality configuration, testing, validation, and rollout of the solution to drive adoption and measurable outcomes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Execute project deliverables in alignment with Planful’s Services methodology, contributing to continuous improvement of delivery standards and tools.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage scope, timelines, and risks to ensure predictable, on-time project delivery.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Drive services performance metrics, including customer satisfaction, utilization, and project margin.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead customer and partner enablement sessions, including training, knowledge transfer, and post-implementation handoff.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build strong relationships with customer stakeholders, including finance leaders and senior executives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as a cross-functional partner to Sales, Customer Success, and Product teams to ensure a seamless customer experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide feedback from the field to inform product enhancements, services offerings, and customer experience initiatives.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;strong\u0026gt;Why Planful\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;div\u0026gt;To foster the best in class work we’re so proud of, we’ve created a best in class culture, including:\u0026lt;/div\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2 Volunteer days per year, Birthday PTO, and quarterly company Wellness Days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;3 months supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave and generous parental leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Talkspace access and mental health support\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Annual company-wide gatherings held in cities like San Diego, Denver, Palm Springs, and Vegas!\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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 \u0026amp;amp; communities along the way\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;Pay Transparency Statement\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;At Planful our top priority is to support our employees and ensure each individual has\u0026amp;nbsp;access to equal growth opportunities. Pay decisions take into consideration the individual\u0026#39;s skillset, experience, knowledge, qualifications for the role, and specific work location.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;","departments":[{"id":4050833002,"name":"Professional Services","child_ids":[],"parent_id":null}],"offices":[{"id":4027941002,"name":"Remote (North America)","location":null,"child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://planful.com/jobs/careers-list/?gh_jid=8608641002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6438205002,"location":{"name":"North America, Remote"},"metadata":null,"id":8608641002,"updated_at":"2026-10-21T16:58:13-04:00","requisition_id":"832","title":"Manager, Sales Operations ","company_name":"Planful","first_published":"2026-06-25T11:04:14-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About Us\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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 \u0026lt;a href=\u0026quot;http://planful.com/\u0026quot; data-token-index=\u0026quot;1\u0026quot;\u0026gt;Planful.com\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About the Role\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We\u0026#39;re hiring a Sales Operations Manager to be the analytical engine behind our GTM organization. This person turns raw sales, pipeline, and revenue data into clear, trusted insight that leadership uses to make decisions. You\u0026#39;ll partner closely with the Business Systems team (who maintains our CRM, integrations, and data infrastructure) and focus your energy on analytics, reporting, and forecasting rather than system administration. This is a high-visibility role for someone who loves working with data, is rigorous about accuracy, and can translate messy operational reality into a story leadership can act on.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Responsibilities\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Sales Performance \u0026amp;amp; Pipeline Analysis: Analyze pipeline velocity, conversion rates, and stage progression to identify bottlenecks and improve funnel health.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Sales Productivity \u0026amp;amp; Capacity: Analyze RSM/AE productivity, territory performance, and time-to-close, and support the creation of sales capacity and resource models for planning.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Forecasting \u0026amp;amp; Planning Support: Provide analytical support for weekly and monthly sales forecasting and annual planning cycles by building and maintaining forecast models and underlying data sets.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Expansion \u0026amp;amp; Retention Analysis: Analyze metrics for the installed base (upsell and cross-sell rates, NRR, churn signals) to support account management and renewal teams..\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Data Storytelling \u0026amp;amp; Communication: Collect, synthesize, and translate complex quantitative analysis into clear, actionable insights and compelling presentations tailored to executive, functional, and operational audiences.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pricing Analysis Support: Assist in evaluating deal performance and pricing trends, and provide visibility into discounting and pricing effectiveness. Support efforts to improve pricing consistency and profitability.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Cross-Functional Collaboration: Partner with Business Systems, Marketing Operations, Customer Success Operations, and IT teams to validate data inputs/outputs and ensure cross-system alignment.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;5+ years in revenue operations, sales operations, business analytics, or a comparable data-focused role.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in B2B SaaS and familiarity with ARR, renewals, expansion, and churn concepts.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prior experience supporting a GTM or Sales organization (sales leaders, AEs, or revenue teams)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Clari and Salesforce for reporting and forecasting\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience building presentations and reports for executive and senior leadership\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong hands-on skills in at least one BI/visualization tool (Power BI, Tableau) and advanced Excel/Google Sheets.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfort working with CRM data (Salesforce or similar) and forecasting tools (e.g., Clari, Gong, Salesforce);\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A rigorous, detail-oriented approach to data — you reconcile, validate, and document rather than take numbers at face value.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to translate complex analysis into clear narratives and recommendations for non-technical stakeholders.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong cross-functional collaboration skills; you\u0026#39;ll work across Sales, Finance, Marketing, Customer and Deal Desk.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfort operating with ambiguity and bringing structure to undefined or evolving processes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong executive presence being comfortable presenting and interacting regularly with the executive leadership team.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in B2B SaaS and familiarity with ARR, renewals, expansion, and churn concepts.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exposure to territory and quota planning.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience documenting processes and building repeatable reporting frameworks.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;How This Role Works With Systems\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is paired with a dedicated Business Systems team which owns and maintains the CRM, data architecture, integrations, and tooling. The Sales Ops Manager consumes and analyzes that data rather than administering the systems — letting you focus on insight, forecasting, and strategy while relying on a clean, well-governed data foundation.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Planful\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;div\u0026gt;To foster the best in class work we’re so proud of, we’ve created a best in class culture, including:\u0026lt;/div\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2 Volunteer days per year, Birthday PTO, and quarterly company Wellness Days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;3 months supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave and generous parental leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Talkspace access and mental health support\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Annual company-wide gatherings held in cities like San Diego, Denver, Palm Springs, and Vegas!\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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 \u0026amp;amp; communities along the way\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Pay Transparency Statement\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39;s skillset, experience, knowledge, qualifications for the role, and specific work location.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our salary band for this role is $125,000-$145,000 OTE per year, depending on working location and experience. More details about our company benefits can be found here: https://planful.com/jobs/\u0026lt;/p\u0026gt;","departments":[{"id":4112320002,"name":"Business Operations","child_ids":[],"parent_id":null}],"offices":[{"id":4027941002,"name":"Remote (North America)","location":null,"child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://planful.com/jobs/careers-list/?gh_jid=8868457002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6550797002,"location":{"name":"Hyderabad"},"metadata":null,"id":8868457002,"updated_at":"2026-10-05T12:33:52-04:00","requisition_id":"863","title":"Principal Architect","company_name":"Planful","first_published":"2026-10-05T12:32:53-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h4\u0026gt;About the Role\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;As a Principal Architect, you will be responsible for the architectural design and end-to-end implementation of a high-performance OLAP query engine and semantic layer. The primary goal is to develop a custom JSON-based query language (DSL) and a translation engine that converts these requests into optimized SQL for columnar databases. This role requires a deep understanding of systems programming, compiler theory, and multi-dimensional data modeling to serve high-concurrency read loads in a microservices environment.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You\u0026#39;ll Do\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Architectural Design \u0026amp;amp; Query Execution\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Compiler \u0026amp;amp; DSL development: Design a custom JSON-based OLAP query language. Define eBNF grammars and build a translation layer to convert functional formulas and DSL requests into an optimized execution plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;SQL generation \u0026amp;amp; optimization: Implement and oversee the generation of highly optimized SQL tailored for columnar databases including ClickHouse, SingleStore, and DuckDB.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Semantic layer management: Architect the representation of multi-dimensional data models within columnar structures, ensuring efficient data retrieval and aggregation.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Custom function logic: Implement logic for custom functions, determining the optimal balance between SQL push-down and application-layer execution\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Caching \u0026amp;amp; Performance Engineering\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Multi-dimensional caching: Envisage and implement a distributed caching strategy for multidimensional data, utilizing shared memory systems like Redis.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Concurrency \u0026amp;amp; scaling: Build and maintain high-performance microservices using Java (Micronaut or Spring Boot) with Project Loom (Virtual Threads) to handle massive concurrent read loads.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Low-level optimization: Manage system-level performance including connection pooling, array pooling, and off-heap memory management.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;JVM tuning: Apply expert knowledge of Java Garbage Collectors (including ZGC and Shenandoah) to maintain low-latency response times.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Engineering Excellence \u0026amp;amp; AI Integration\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;AI-augmented development: Leverage AI coding agents and tools to accelerate the software development lifecycle, from prototyping to debugging.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Technical documentation: Maintain a disciplined approach to software development by documenting architectural decisions, design patterns, and technical specifications.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Technical leadership: Act as the primary technical authority on query engine internals, providing guidance on complex systems-level challenges.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;strong\u0026gt;What We\u0026#39;re Looking For\u0026lt;/strong\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;15+ years in software engineering with a focus on backend systems and data\u0026amp;nbsp;infrastructure\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong theoretical and practical knowledge of compilers, ASTs, eBNF, and query\u0026amp;nbsp;planning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;In-depth understanding of SQL, query optimization, and the internal workings of columnar databases\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Expert proficiency in Java, specifically regarding multi-threading, asynchronous I/O, networking, and memory management\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven experience in designing distributed caching layers and managing state\u0026amp;nbsp;across microservices\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to decompose complex data problems into scalable architectural components\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Clear verbal and written communication skills, with a strong tendency to document thoughts and architectural ideas\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A rigorous approach to software craftsmanship, including testing, telemetry, and performance benchmarking\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Minimum of 1 year of experience using AI coding agents to enhance development\u0026amp;nbsp;productivity\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prior experience developing financial systems such as ERP, EPM, or General Ledger platforms is an added plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;strong\u0026gt;Why this Role\u0026lt;/strong\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;You will own the internals of the query engine at the heart of a next-generation financial planning platform — the layer where compiler theory, columnar database performance, and multi-dimensional semantics converge.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Planful\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;div\u0026gt;To foster the best in class work we’re so proud of, we’ve created a best in class culture, including:\u0026lt;/div\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2 Volunteer days per year, Birthday PTO, and quarterly company Wellness Days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;3 months supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave and generous parental leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Talkspace access and mental health support\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Annual company-wide gatherings held in cities like San Diego, Denver, Palm Springs, and Vegas!\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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 \u0026amp;amp; communities along the way\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;","departments":[{"id":4050832002,"name":"Engineering","child_ids":[4048213002,4048192002,4048201002],"parent_id":null}],"offices":[{"id":4023693002,"name":"Hyderabad","location":"Madhapur, Hyderabad, India","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://planful.com/jobs/careers-list/?gh_jid=8661005002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6458338002,"location":{"name":"Remote (North America)"},"metadata":null,"id":8661005002,"updated_at":"2026-09-10T15:06:55-04:00","requisition_id":"844","title":"Principal Architect","company_name":"Planful","first_published":"2026-07-31T16:30:59-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h4\u0026gt;About the Role\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;As a Principal Engineer, you will be responsible for the architectural design and end-to-end implementation of a high-performance OLAP query engine and semantic layer. The primary goal is to develop a custom JSON-based query language (DSL) and a translation engine that converts these requests into optimized SQL for columnar databases. This role requires a deep understanding of systems programming, compiler theory, and multi-dimensional data modeling to serve high-concurrency read loads in a microservices environment.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You\u0026#39;ll Do\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Architectural Design \u0026amp;amp; Query Execution\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Compiler \u0026amp;amp; DSL development: Design a custom JSON-based OLAP query language. Define eBNF grammars and build a translation layer to convert functional formulas and DSL requests into an optimized execution plan.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;SQL generation \u0026amp;amp; optimization: Implement and oversee the generation of highly optimized SQL tailored for columnar databases including ClickHouse, SingleStore, and DuckDB.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Semantic layer management: Architect the representation of multi-dimensional data models within columnar structures, ensuring efficient data retrieval and aggregation.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Custom function logic: Implement logic for custom functions, determining the optimal balance between SQL push-down and application-layer execution\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Caching \u0026amp;amp; Performance Engineering\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Multi-dimensional caching: Envisage and implement a distributed caching strategy for multidimensional data, utilizing shared memory systems like Redis.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Concurrency \u0026amp;amp; scaling: Build and maintain high-performance microservices using Java (Micronaut or Spring Boot) with Project Loom (Virtual Threads) to handle massive concurrent read loads.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Low-level optimization: Manage system-level performance including connection pooling, array pooling, and off-heap memory management.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;JVM tuning: Apply expert knowledge of Java Garbage Collectors (including ZGC and Shenandoah) to maintain low-latency response times.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Engineering Excellence \u0026amp;amp; AI Integration\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;AI-augmented development: Leverage AI coding agents and tools to accelerate the software development lifecycle, from prototyping to debugging.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Technical documentation: Maintain a disciplined approach to software development by documenting architectural decisions, design patterns, and technical specifications.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Technical leadership: Act as the primary technical authority on query engine internals, providing guidance on complex systems-level challenges.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;strong\u0026gt;What We\u0026#39;re Looking For\u0026lt;/strong\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;15+ years in software engineering with a focus on backend systems and data\u0026amp;nbsp;infrastructure\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong theoretical and practical knowledge of compilers, ASTs, eBNF, and query\u0026amp;nbsp;planning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;In-depth understanding of SQL, query optimization, and the internal workings of columnar databases\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Expert proficiency in Java, specifically regarding multi-threading, asynchronous I/O, networking, and memory management\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven experience in designing distributed caching layers and managing state\u0026amp;nbsp;across microservices\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to decompose complex data problems into scalable architectural components\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Clear verbal and written communication skills, with a strong tendency to document thoughts and architectural ideas\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A rigorous approach to software craftsmanship, including testing, telemetry, and performance benchmarking\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Minimum of 1 year of experience using AI coding agents to enhance development\u0026amp;nbsp;productivity\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prior experience developing financial systems such as ERP, EPM, or General Ledger platforms is an added plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;strong\u0026gt;Why this Role\u0026lt;/strong\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;You will own the internals of the query engine at the heart of a next-generation financial planning platform — the layer where compiler theory, columnar database performance, and multi-dimensional semantics converge.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Planful\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;div\u0026gt;To foster the best in class work we’re so proud of, we’ve created a best in class culture, including:\u0026lt;/div\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2 Volunteer days per year, Birthday PTO, and quarterly company Wellness Days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;3 months supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave and generous parental leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Talkspace access and mental health support\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Annual company-wide gatherings held in cities like San Diego, Denver, Palm Springs, and Vegas!\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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 \u0026amp;amp; communities along the way\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;Pay Transparency Statement\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;At Planful our top priority is to support our employees and ensure each individual has\u0026amp;nbsp;access to equal growth opportunities. Pay decisions take into consideration the individual\u0026#39;s skillset, experience, knowledge, qualifications for the role, and specific work location.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The OTE range for this role is $325,000 - $375,000 USD per year, depending on experience and location. As a part of this role, you are also eligible for equity, benefits and wellbeing resources.\u0026lt;/p\u0026gt;","departments":[{"id":4050832002,"name":"Engineering","child_ids":[4048213002,4048192002,4048201002],"parent_id":null}],"offices":[{"id":4027941002,"name":"Remote (North America)","location":null,"child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://planful.com/jobs/careers-list/?gh_jid=8818667002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6529371002,"location":{"name":"Austin, Texas"},"metadata":null,"id":8818667002,"updated_at":"2026-09-17T18:37:01-04:00","requisition_id":"858","title":"Sales Development Representative, Austin","company_name":"Planful","first_published":"2026-09-17T18:37:01-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About Us\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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 \u0026lt;a class=\u0026quot;notion-link-token notion-focusable-token notion-enable-hover\u0026quot; href=\u0026quot;http://planful.com/\u0026quot; data-token-index=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;link-annotation-unknown-block-id-955953626\u0026quot;\u0026gt;Planful.com\u0026lt;/span\u0026gt;\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About The Role\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;div\u0026gt;Are you full of energy, creative, and ready for a role in a fast-paced, SaaS-based company? Planful is looking to grow our Sales Development team to keep up with our growing demand. You will develop skills to filter and qualify outbound interest, generate pipeline, and help prospective customers address their business problems.\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;\u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;*This role will be hybrid out of the Austin, Texas area.\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;\u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;\u0026lt;strong\u0026gt;What You\u0026#39;ll Do\u0026lt;/strong\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;\u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;● Execute on outbound activities using the Planful tech stack\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;● Conduct discussions with prospects over the phone to identify and qualify opportunities\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;● Understand finance users’ pain points, gather requirements, and correlate business value to customer needs\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;● Partner with Account Executives to strategize your outbound approach to identifying opportunities in target accounts\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;● Gain an understanding of the MM industry and the value our solutions provide customers\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;● Achieve quarterly quota\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;● Provide the Account Executive team with detailed call notes to ensure the opportunity is understood and the next steps are clearly defined\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;● Update and maintain customer information in Salesforce.com\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;\u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Requirements\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;6-18 months of professional experience, ideally in a sales role\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in the Finance or Accounting sector preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent written and verbal communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Driven, hunter mentality, detail oriented, and team player\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Self-starter with highly-developed interpersonal and organizational skills; decisive and results-oriented person who is prepared to work in a fast-paced and demanding environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Salesforce and Outreach is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Passionate about pursuing and growing a career in technology/SaaS sales\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;History of overachieving quotas/KPIs in past experiences\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfortable and accountable while working remotely\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proactive and wants to be coached consistently while always looking to improve.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About Us\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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 \u0026lt;a class=\u0026quot;notion-link-token notion-focusable-token notion-enable-hover\u0026quot; href=\u0026quot;http://planful.com/\u0026quot; data-token-index=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;link-annotation-unknown-block-id-955953626\u0026quot;\u0026gt;Planful.com\u0026lt;/span\u0026gt;\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About the Role\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Are you full of energy, creative, and ready for a role in a fast-paced, SaaS-based company? Planful is looking to grow our Sales Development team to keep up with our growing demand. You will develop skills to filter and qualify outbound interest, generate pipeline, and help prospective customers address their business problems.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Requirements\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;6-18 months of professional experience, ideally in a sales role\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in the Finance or Accounting sector preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent written and verbal communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Driven, hunter mentality, detail oriented, and team player\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Self-starter with highly-developed interpersonal and organizational skills; decisive and results-oriented person who is prepared to work in a fast-paced and demanding environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Salesforce and Outreach is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Passionate about pursuing and growing a career in technology/SaaS sales\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;History of overachieving quotas/KPIs in past experiences\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfortable and accountable while working remotely\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proactive and wants to be coached consistently while always looking to improve.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Execute on outbound activities using the Planful tech stack\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Conduct discussions with prospects over the phone to identify and qualify opportunities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Understand finance users’ pain points, gather requirements, and correlate business value to customer needs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with Account Executives to strategize your outbound approach to identifying opportunities in target accounts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Gain an understanding of the FPM industry and the value our solutions provide customers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Achieve quarterly quota\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide the Account Executive team with detailed call notes to ensure the opportunity is understood and the next steps are clearly defined\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Update and maintain customer information in Salesforce.com\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Planful\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;div\u0026gt;To foster the best in class work we’re so proud of, we’ve created a best in class culture, including:\u0026lt;/div\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2 Volunteer days per year, Birthday PTO, and quarterly company Wellness Days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;3 months supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave and generous parental leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Talkspace access and mental health support\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Annual company-wide gatherings held in cities like San Diego, Denver, Palm Springs, and Vegas!\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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 \u0026amp;amp; communities along the way\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Pay Transparency Statement\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;At Planful, our top priority is supporting our employees and ensuring everyone has access to equal growth opportunities. Compensation decisions are based on each individual’s skills, experience, qualifications, and work location.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The base salary range for this role starts at $50,000 USD + commission and benefits, depending on experience and location. This position is also eligible for bonus or commission. You can learn more about our benefits https://planful.com/jobs/.\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;","departments":[{"id":4074242002,"name":"Sales Development","child_ids":[],"parent_id":4048208002}],"offices":[{"id":4140294002,"name":"Austin","location":"Austin, Texas, United States","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://planful.com/jobs/careers-list/?gh_jid=8632986002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6447888002,"location":{"name":"Remote, North America"},"metadata":null,"id":8632986002,"updated_at":"2026-09-10T15:06:33-04:00","requisition_id":"841","title":"Senior Forward Deployed Engineer","company_name":"Planful","first_published":"2026-07-27T16:31:42-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h4\u0026gt;About the Role\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;As a Forward Deployed Engineer, you own the technical success of a customer\u0026#39;s rollout end to end — from initial data integration through modeling, validation, and go-live — and you feed what you learn directly back into the product. This is not a services or implementation-consulting role: you write code, you own integrations as engineering artifacts, and you work shoulder-to-shoulder with customers to get a next-generation planning platform into production. You should be as comfortable in a customer\u0026#39;s data warehouse tracing a reconciliation discrepancy as you are in a working session with their FP\u0026amp;amp;A team explaining why a consolidation is behaving the way it is. The strongest candidates have worked inside EPM/CPM products before and understand how they behave in the real world.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What You\u0026#39;ll Do\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Own customer rollouts end to end — data integration, model build-out, validation, and production cutover — as the primary technical owner.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build AI-driven automated test harnesses to validate every new product release against real customer use cases and models, catching regressions before they reach customers. This is a critical function of the role: you\u0026#39;ll use AI to generate, run, and evaluate test cases at scale across diverse customer configurations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build and maintain data integrations between customer source systems (ERP, GL, data warehouses) and our platform, treating them as durable, version-controlled engineering deliverables rather than throwaway scripts.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Translate real-world requirements in financial and operational modeling into correct, performant models on the platform.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Diagnose and resolve data, performance, and correctness issues — often deep in SQL, source data, and consolidation logic.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ship bug fixes and feature extensions directly against the platform — make targeted product changes to unblock customers and close gaps surfaced in the field, rather than only filing tickets and waiting on core engineering.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Act as the feedback loop to product and engineering: surface friction, propose fixes, and where warranted, build them.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with customer stakeholders across finance and operations, earning trust as someone who understands their domain and can make the software do what they need\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;strong\u0026gt;What We\u0026#39;re Looking For\u0026lt;/strong\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;10+ years in software engineering, with meaningful time spent on or around an EPM/CPM/financial planning product.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Direct experience with a platform such as OneStream, Vena, Prophix, Anaplan, Planful, or TM1/ Planning Analytics — as an engineer, solutions architect, or technically deep implementer.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in a modern application language — Java, C#, or TypeScript — with the ability to read, extend, and ship changes in a production codebase.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience building automated test frameworks or harnesses, ideally using AI or LLM-based approaches to generate, execute, and evaluate test cases at scale.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong SQL and database fundamentals: schema design, query performance, joins and aggregation semantics, and reasoning about data at scale.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Integration experience with ERP/GL systems and data warehouses (e.g., NetSuite, SAP, Oracle, Snowflake, BigQuery).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A customer-facing disposition — you can run a working session, absorb domain nuance, and communicate clearly with finance stakeholders who don\u0026#39;t think in code.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Sound judgment on correctness and auditability: you understand that in financial systems a wrong number is worse than a slow one.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Understanding of financial consolidation, multi-entity / multi-currency, allocations, or driver-based planning.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Domain exposure to CPG or manufacturing operational planning.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with AI-assisted or AI-native tooling in a production data context.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A track record of turning repeated customer pain into product improvements.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;strong\u0026gt;Why this Role\u0026lt;/strong\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;You\u0026#39;ll be an early member of the Forward Deployed Engineering team, working on an AI-native platform at the point where it meets real customers and real data. What you learn in the field shapes what we build next — your work lands in production and in the product.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Planful\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;div\u0026gt;To foster the best in class work we’re so proud of, we’ve created a best in class culture, including:\u0026lt;/div\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2 Volunteer days per year, Birthday PTO, and quarterly company Wellness Days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;3 months supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave and generous parental leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Talkspace access and mental health support\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Annual company-wide gatherings held in cities like San Diego, Denver, Palm Springs, and Vegas!\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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 \u0026amp;amp; communities along the way\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;Pay Transparency Statement\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;At Planful our top priority is to support our employees and ensure each individual has\u0026amp;nbsp;access to equal growth opportunities. Pay decisions take into consideration the individual\u0026#39;s skillset, experience, knowledge, qualifications for the role, and specific work location.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The OTE range for this role is $200,000 - $300,000 USD per year, depending on experience and location. As a part of this role, you are also eligible for equity, benefits and wellbeing resources.\u0026lt;/p\u0026gt;","departments":[{"id":4050832002,"name":"Engineering","child_ids":[4048213002,4048192002,4048201002],"parent_id":null}],"offices":[{"id":4027941002,"name":"Remote (North America)","location":null,"child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://planful.com/jobs/careers-list/?gh_jid=8898326002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6564278002,"location":{"name":"Remote, North America"},"metadata":null,"id":8898326002,"updated_at":"2026-11-02T12:58:06-05:00","requisition_id":"864","title":"Senior Product Designer \u0026 UX Researcher","company_name":"Planful","first_published":"2026-10-17T17:31:34-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;About Us\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;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 1,500 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.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;About the Role\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;p\u0026gt;We are seeking a UX Designer \u0026amp;amp; Researcher to help shape the continuing evolution of the Planful platform. This role splits its time between two disciplines. You will uncover what our finance users need through research, then turn those insights into wireframes, flows, and prototypes that reduce friction and make Planful a delight to use.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Reporting to the Team Lead, Product Design, you will work with Product Management, Engineering, and Content to solve complex, data-rich workflow challenges. You will ground your decisions in evidence from users, industry best-practice patterns, and the Planful Design System.\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;strong\u0026gt;Research\u0026lt;/strong\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Plan and conduct generative and evaluative research, including customer interviews, contextual inquiry, usability tests, concept tests, and surveys\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with Product, Customer Success, and Support to recruit participants and maintain an ongoing pipeline of customer conversations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Synthesize findings into clear, actionable deliverables such as personas, journey maps, opportunity areas, and insight summaries\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Measure the impact of shipped designs using usability metrics, behavioral data, and customer feedback, and use the results to guide iteration\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build and maintain a shared research repository so insights are discoverable and reused across teams\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Present findings and recommendations to internal stakeholders and customers, and help shape roadmap priorities with evidence\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;strong\u0026gt;Design\u0026lt;/strong\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Work with Product to define problem statements, and develop wireframes, user flows, and interaction storyboards that demonstrate end-to-end solutions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Design mockups and prototypes that follow the Planful Design System and brand guidelines, and iterate based on user and stakeholder feedback\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review competing products, industry conventions, and UX research to ensure solutions are well supported by evidence\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work closely with Engineering during development to navigate constraints and ensure the best achievable UX outcomes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to the Planful pattern library and help raise the standard of the team overall\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Estimate your workload accurately so the team lead can plan and prioritize the backlog\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Embody Planful’s values and contribute to a culture of having fun together and taking pride in building wonderful products\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Requirements\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;6-8 years of experience in UX research and design, ideally in enterprise or B2B SaaS\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A portfolio that demonstrates both research and design work, showing how research findings shaped design decisions and outcomes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Hands-on experience with qualitative research methods (user interviews, usability testing, needs analysis) and familiarity with quantitative methods (surveys, analytics review)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience creating user-centered artifacts such as personas, scenarios, journey maps, and information architecture\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Claude and Figma for wireframing, prototyping, and working within a design system\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience working collaboratively with product managers and engineers throughout the design and development cycle\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong communication and storytelling skills, with the ability to present research and design rationale to varied audiences\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Working knowledge of HTML/CSS and responsive design principles\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Preferred Experience\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Prior financial domain experience (FP\u0026amp;amp;A, accounting, consolidations, reporting), or at least some finance domain knowledge\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience designing for data-dense products such as grids, dashboards, and reporting tools\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience designing or researching AI-powered or agentic experiences, and comfort using AI tools in your daily design and research workflow\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with research tools such as UserTesting, Maze, Dovetail, or similar\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Why Planful\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;div\u0026gt;To foster the best in class work we’re so proud of, we’ve created a best in class culture, including:\u0026lt;/div\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2 Volunteer days, Birthday PTO, and quarterly company Wellness Days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;13 months’ supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company-wide Mentorship program with Executive sponsorship of CFO and Manager-specific monthly training programs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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 \u0026amp;amp; communities along the way\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;div class=\u0026quot;job__description body\u0026quot;\u0026gt;\n\u0026lt;div\u0026gt;\n\u0026lt;p\u0026gt;The OTE range for this role is $180,000 - $210,000 USD per year, depending on experience and location. As a part of this role, you are also eligible for benefits and wellbeing resources.\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;div class=\u0026quot;job-alert job-alert--margin\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/div\u0026gt;","departments":[{"id":4048193002,"name":"Product Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4027941002,"name":"Remote (North America)","location":null,"child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://planful.com/jobs/careers-list/?gh_jid=8230540002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6261973002,"location":{"name":"Remote, North America"},"metadata":null,"id":8230540002,"updated_at":"2026-10-21T13:55:08-04:00","requisition_id":"792","title":"Solution Architect","company_name":"Planful","first_published":"2025-11-14T14:29:10-05:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About Us\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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 \u0026lt;a class=\u0026quot;notion-link-token notion-focusable-token notion-enable-hover\u0026quot; href=\u0026quot;http://planful.com/\u0026quot; data-token-index=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;link-annotation-unknown-block-id-955953626\u0026quot;\u0026gt;Planful.com\u0026lt;/span\u0026gt;\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About the Role\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Planful is looking for a motivated Solution Architect to join our Delivery Services team. You will be the functional lead on implementation projects, assuming responsibility for the customer specific application design and providing oversight to the team during the application configuration, testing, knowledge transfer and rollout activities.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Responsibilities\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Assess and optimize existing implementations/builds of Planful’s Financial Performance Management Suite\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage multiple customer consultations and projects for Planful focused on planning, close management and reporting processes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Facilitate discovery and design session with clients to assess business requirements.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop in-depth knowledge of key accounts through ongoing engagement, projects/initiatives and partnership with the Customer Success team .\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analyze existing client financial planning and reporting processes to determine how these models will work best within the solution.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide best practice recommendations and solutions to clients to ensure they are utilizing Planful with current, optimized methods.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide escalation support and leadership to diagnose and resolve issues at a systemic/root cause.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Be a trusted advisor and subject matter expert to clients in areas such as change management, business process design and redesign, process improvements and analytics.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in User Conference, delivering presentations about industry leading solutions.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;What you Bring to the Table\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;3-5+ years of Accounting or FP\u0026amp;amp;A experience, focusing on financial reporting, budgeting, and/or close management.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Hands-on experience with financial reporting and budgeting\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Has managed and/or implemented Financial Management software.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Executive presence to interact with senior-level executives..\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Customer-centric with a strong sense of urgency for customer care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong project management, problem-solving skills, and analytical skills.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Extremely organized, detail-oriented, and able to manage multiple projects simultaneously.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Planful\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;div\u0026gt;To foster the best in class work we’re so proud of, we’ve created a best in class culture, including:\u0026lt;/div\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2 Volunteer days per year, Birthday PTO, and quarterly company Wellness Days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;3 months supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave and generous parental leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Talkspace access and mental health support\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Annual company-wide gatherings held in cities like San Diego, Denver, Palm Springs, and Vegas!\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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 \u0026amp;amp; communities along the way\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Pay Transparency Statement\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39;s skillset, experience, knowledge, qualifications for the role, and specific work location.\u0026lt;/p\u0026gt;\n\u0026lt;p class=\u0026quot;p1\u0026quot;\u0026gt;Our salary band for this role is $105,000–$117,000 USD base pay per year, depending on working location and experience. More details about our company benefits can be found here: \u0026lt;a href=\u0026quot;https://planful.com/jobs/\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;s1\u0026quot;\u0026gt;https://planful.com/jobs/\u0026lt;/span\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;","departments":[{"id":4050833002,"name":"Professional Services","child_ids":[],"parent_id":null}],"offices":[{"id":4027941002,"name":"Remote (North America)","location":null,"child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://planful.com/jobs/careers-list/?gh_jid=8758667002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6503522002,"location":{"name":"Hyderabad"},"metadata":null,"id":8758667002,"updated_at":"2026-10-23T04:57:10-04:00","requisition_id":"851","title":"Solutions Architect - Customer Excellence Optimization","company_name":"Planful","first_published":"2026-08-27T23:13:19-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About Us\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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 \u0026lt;a href=\u0026quot;http://planful.com/\u0026quot;\u0026gt;Planful.com\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About the role\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Planful is seeking a customer-focused Solution Architect to join our Customer Success team. As a Customer Optimization Solution Architect, you will be an expert working with existing Planful customers evaluating their current business processes, use cases and application challenges, finance transformation goals, and technology needs. You will bring deep experience in financial performance management and a strong understanding of how EPM solutions support planning, budgeting, forecasting, consolidations, reporting, and analytics.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Planful is looking for a dynamic, high-energy professional with prior hands-on experience working with EPM tools and at least 3+ years of experience on EPM solutions and FP\u0026amp;amp;A background. In this role, you will partner closely with Account Management, Customer Success, Support and other cross-functional teams to support existing customers reviewing the current architecture of their application.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Requirements\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong finance background with at least 3+ years’ experience in FP\u0026amp;amp;A and EPM tools.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to understand and explain both business and technical issues related to a customer’s proposed solution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A collaborative and customer centric mindset to help customers with their finance performance management.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly organized, with the ability to manage multiple customer engagements and priorities simultaneously.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to deliver product demos and presentations to finance, accounting, and executive audiences.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Lead conversation with customers to understand their ongoing challenges with existing setup and come up with optimal solutions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain strong product competence by staying current on new product enhancements, best practices, and market trends across the EPM domain.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Cross collaborates with internal teams, Customer Success, Account Management, Product and Engineering teams to support customers.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serves as an expert on Planful FP\u0026amp;amp;A suite and shares best practices with customers around FP\u0026amp;amp;A practices.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Act as an escalation point for complex functional challenges, focusing on root cause analysis and long-term resolution\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proactively identify risks, gaps, and opportunities, and provide actionable recommendations to improve outcomes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assess existing customer configurations and recommend enhancements aligned to current and future business needs\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Planful\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Volunteer days, Birthday PTO, and company-wide Wellness Days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Office hubs in Hyderabad and Indore. Employees also receive benefits such as a home office setup allowance, as well as monthly reimbursements for Wi-Fi and cell phone expenses.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Join Employee Resource Groups like \u0026lt;em\u0026gt;Women of Planful\u0026lt;/em\u0026gt;, \u0026lt;em\u0026gt;Parents of Planful\u0026lt;/em\u0026gt;, and more. We celebrate individuality and encourage teammates to bring their authentic selves to work - with full support for creating new ERGs and communities along the way\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in People Programs that foster connection and wellbeing, such as \u0026lt;em\u0026gt;Movember\u0026lt;/em\u0026gt;, \u0026lt;em\u0026gt;Summer Wellness\u0026lt;/em\u0026gt;, \u0026lt;em\u0026gt;Breast Cancer Awareness Month\u0026lt;/em\u0026gt;, and \u0026lt;em\u0026gt;Hispanic Heritage Month\u0026lt;/em\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4048197002,"name":"Customer Success","child_ids":[],"parent_id":null}],"offices":[{"id":4023693002,"name":"Hyderabad","location":"Madhapur, Hyderabad, India","child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null},{"absolute_url":"https://planful.com/jobs/careers-list/?gh_jid=8832163002","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":6535582002,"location":{"name":"Remote, North America"},"metadata":null,"id":8832163002,"updated_at":"2026-09-23T12:36:18-04:00","requisition_id":"859","title":"Sr. Partner Delivery Coordinator","company_name":"Planful","first_published":"2026-09-22T15:47:45-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About Us\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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 \u0026lt;a class=\u0026quot;notion-link-token notion-focusable-token notion-enable-hover\u0026quot; href=\u0026quot;http://planful.com/\u0026quot; data-token-index=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;link-annotation-unknown-block-id-955953626\u0026quot;\u0026gt;Planful.com\u0026lt;/span\u0026gt;\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;strong\u0026gt;About the Role\u0026lt;/strong\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;Planful\u0026#39;s implementation partners extend our delivery capacity and are often the face of Planful to new customers. The Sr. Partner Delivery\u0026amp;nbsp; Coordinator\u0026amp;nbsp; owns the day-to-day operating rhythm behind that ecosystem,tracking partner-led implementation projects, keeping delivery quality high, and acting as the connective tissue between partner firms and Planful\u0026#39;s internal teams.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is a hands-on, execution focused role for someone who likes bringing order to a lot of moving parts. You\u0026#39;ll spend your days in project trackers, partner conversations, and cross-functional standups, and you\u0026#39;ll be the person who knows the real status of every partner project.\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;strong\u0026gt;Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;strong\u0026gt;Project Tracking \u0026amp;amp; Reporting\u0026lt;/strong\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;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\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build and refresh recurring partner performance reporting — project counts by stage, risk distribution, signed-contract ARR by quarter, and partner-versus-Planful delivery benchmarks\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare materials for partner QBRs and internal pipeline and delivery reviews\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flag data gaps and chase partners and internal owners for accurate, timely updates\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;strong\u0026gt;Delivery Quality \u0026amp;amp; Escalations\u0026lt;/strong\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Run regular project health checks and surface at-risk implementations before they become customer problems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate escalation response: assemble the facts, convene the right people, track mitigation actions to closure, and close the loop with stakeholders\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track root causes and recurring failure patterns, and feed them back into enablement content and partner coaching\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Monitor adherence to Planful\u0026#39;s implementation methodology and deliverable standards\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;strong\u0026gt;Partner Onboarding \u0026amp;amp; Certification\u0026lt;/strong\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with the Partner Enablement team on new partner onboarding, helping ensure all readiness areas are addressed\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support certification tracking across partner firms, working with Partner Enablement to surface coverage gaps and keep partners moving toward certification targets\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Help coordinate partner training sessions and office hours, and partner with the team to keep enablement current as the product evolves\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;strong\u0026gt;Cross-Functional Coordination\u0026lt;/strong\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Serve as the day-to-day operational contact for partner delivery leads and project managers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Translate between partner-side and Planful-side processes so nothing falls through the cracks\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to process improvements that reduce friction in the partner delivery model\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h4\u0026gt;\u0026lt;strong\u0026gt;Requirements\u0026lt;/strong\u0026gt;\u0026lt;/h4\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;3–5 years in partner enablement, professional services operations, project coordination or PMO, channel operations, or implementation delivery — ideally in B2B SaaS\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated ownership of project tracking and reporting for a portfolio of concurrent projects\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong Excel and Google Sheets skills; comfortable building and maintaining reporting from imperfect source data\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent written and verbal communication — you can brief an executive and coordinate with a partner consultant in the same hour\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to drive action across teams you don\u0026#39;t manage, including with external organizations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly organized and self-directed, with sound judgment about what needs escalating and what you can resolve\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in the EPM, FP\u0026amp;amp;A, CPM, or finance-technology space\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with Salesforce, project management tooling (Smartsheet, Asana, Jira, or similar), and BI or reporting tools\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Background working with or inside systems integrators or consulting partners\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exposure to enablement content development or partner certification programs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;PMP, CAPM, or equivalent project management coursework\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Why Planful\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;div\u0026gt;To foster the best in class work we’re so proud of, we’ve created a best in class culture, including:\u0026lt;/div\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2 Volunteer days per year, Birthday PTO, and quarterly company Wellness Days\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;3 months supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave and generous parental leave\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Talkspace access and mental health support\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Annual company-wide gatherings held in cities like San Diego, Denver, Palm Springs, and Vegas!\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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 \u0026amp;amp; communities along the way\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Pay Transparency Statement\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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\u0026#39;s skillset, experience, knowledge, qualifications for the role, and specific work location.\u0026lt;/p\u0026gt;\n\u0026lt;p class=\u0026quot;p1\u0026quot;\u0026gt;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: \u0026lt;a href=\u0026quot;https://planful.com/jobs/\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;s1\u0026quot;\u0026gt;https://planful.com/jobs/\u0026lt;/span\u0026gt;\u0026lt;/a\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p class=\u0026quot;p1\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;","departments":[{"id":4050833002,"name":"Professional Services","child_ids":[],"parent_id":null}],"offices":[{"id":4027941002,"name":"Remote (North America)","location":null,"child_ids":[],"parent_id":null}],"ai_disclaimer":null,"include_ai_disclaimer":null,"ai_opt_out_request_url":null}],"meta":{"total":10}}