Jobs at Planful

Manage the full SaaS renewal process, including commercial contract negotiations, customer retention, renewal forecasting, and churn-risk mitigation. Collaborate with Sales, Account Management, Customer Success, and leadership to ensure timely renewals and customer satisfaction. Analyze usage and health metrics, engage customers proactively, identify expansion opportunities, achieve retention targets, and improve renewal processes while mentoring peers.

Lead customer implementations of Planful’s financial performance management platform. Responsibilities include assessing existing implementations, managing consultations and projects, facilitating discovery and solution design, analyzing financial planning and reporting processes, recommending best practices, supporting root-cause issue resolution, and advising clients on process improvement, change management, and analytics. The role also provides oversight during configuration, testing, knowledge transfer, and rollout activities.

Conduct qualitative and quantitative UX research with finance users, synthesize insights, and translate findings into user flows, wireframes, prototypes, and design-system-based solutions. Partner with Product, Engineering, Customer Success, and Support to improve complex SaaS workflows, validate designs, measure outcomes, maintain research repositories, and influence roadmap priorities. Contribute to pattern libraries and communicate research findings and design rationale to varied stakeholders.

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

The Implementation Consultant will onboard clients to the Planful platform, translating business needs into solutions and ensuring project delivery excellence.

Lead end-to-end customer rollouts of an AI-native planning platform: build and maintain data integrations, create performant financial models, develop AI-driven automated test harnesses, resolve data and performance issues, ship product fixes, and partner with finance stakeholders to operationalize solutions and feed product improvements back into engineering.