Description
About Us
Planful is the pioneer of financial performance management cloud software. The Planful platform, which helps businesses drive peak financial performance, is used around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and analytics. Planful empowers finance, accounting, and business users to plan confidently, close faster, and report accurately. More than 1,500 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.
About the Role
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.
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.
Requirements
- 3+ years of hands-on experience in Accounting, Finance, FP&A, or related domains.
- Prior consulting or professional services experience, ideally in SaaS or enterprise software.
- Experience implementing financial systems, EPM/FPM platforms, or complex business applications is strongly preferred.
- Strong consultative mindset with the ability to balance customer needs and product best practices.
- Proven ability to communicate effectively with both technical teams and senior-level customer executives.
- Comfortable delivering a thoughtful, professional “consultative no” when needed to protect customer outcomes.
- Ability to ramp quickly on new technologies in a high-growth, evolving environment.
- Collaborative team player with the ability to work independently and manage multiple priorities.
- Adaptable to diverse customers, industries, and project teams.
Responsibilities
- Assist with implementations of the Planful Financial Performance Management Suite, from design through go-live.
- Collaborate with customers to understand their financial processes and translate those requirements into effective, scalable Planful solutions.
- Guide customers toward best practices while thoughtfully challenging requirements that could limit long-term value or scalability.
- Ensure high-quality configuration, testing, validation, and rollout of the solution to drive adoption and measurable outcomes.
- Execute project deliverables in alignment with Planful’s Services methodology, contributing to continuous improvement of delivery standards and tools.
- Manage scope, timelines, and risks to ensure predictable, on-time project delivery.
- Drive services performance metrics, including customer satisfaction, utilization, and project margin.
- Lead customer and partner enablement sessions, including training, knowledge transfer, and post-implementation handoff.
- Build strong relationships with customer stakeholders, including finance leaders and senior executives.
- Serve as a cross-functional partner to Sales, Customer Success, and Product teams to ensure a seamless customer experience.
- Provide feedback from the field to inform product enhancements, services offerings, and customer experience initiatives.
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:
- Volunteer days, Birthday PTO, and company-wide Wellness Days
- Supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave
- Team off-sites in exciting destinations like New York, Sonoma, Nashville, Palm Springs, and our San Francisco headquarters
- 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 remote employees
- Join Employee Resource Groups like Women of Planful, Parents of Planful, 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
- Participate in People Programs that foster connection and wellbeing, such as Movember, Summer Wellness, Breast Cancer Awareness Month, and Hispanic Heritage Month
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 $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.
Similar jobs
Est. 102,500 USD
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 plan…
Est. 65,000 USD
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 plan…
Est. 92,500 USD
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 plan…
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 plan…
Est. 250,000 USD
About the Role As a Forward Deployed Engineer, you own the technical success of a customer's rollout end to end — from initial data integration through modeling, validation, and go-live — and you feed what you learn dire…
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 plan…
Est. 57,600 USD
Who We Are Launchpad Technologies Inc. is a global technology partner connecting top talent with high-impact projects across North America and beyond. We specialize in Staff Augmentation and product development, helping…
Est. 167,000 USD
At Anaplan, we are a team of innovators focused on optimizing business decision-making through our leading AI-infused scenario planning and analysis platform so our customers can outpace their competition and the market.…
Est. 201,500 USD
At Anaplan, we are a team of innovators focused on optimizing business decision-making through our leading AI-infused scenario planning and analysis platform so our customers can outpace their competition and the market.…
Est. 201,500 USD
At Anaplan, we are a team of innovators focused on optimizing business decision-making through our leading AI-infused scenario planning and analysis platform so our customers can outpace their competition and the market.…
Est. 171,500 USD
Fin is the AI Customer Agent company on a mission to help businesses provide perfect customer experiences. Our AI Agent Fin is the highest-performing AI Customer Agent on the market today, enabling businesses to deliver…
Est. 140,000 USD
At Anaplan, we are a team of innovators focused on optimizing business decision-making through our leading AI-infused scenario planning and analysis platform so our customers can outpace their competition and the market.…
Est. 80,000 GBP
At Anaplan, we are a team of innovators focused on optimizing business decision-making through our leading AI-infused scenario planning and analysis platform so our customers can outpace their competition and the market.…
The Delivery Manager at Plative is a tri-functional lead responsible for the success of Salesforce implementation projects. This role sits at the intersection of leadership and execution, requiring a balance of portfolio…
At Anaplan, we are a team of innovators focused on optimizing business decision-making through our leading AI-infused scenario planning and analysis platform so our customers can outpace their competition and the market.…
Est. 120,000 USD
As a Senior Technical Project Manager, you will be responsible for managing a portfolio of Salesforce implementation projects with a wide variety of clients. Candidates for this role should possess strong Salesforce plat…
Est. 57,500 USD
Implementation Specialist Work Authorization Notice: Candidates must be authorized to work in the United States for the duration of employment without requiring current or future employer sponsorship of any kind, includi…
Est. 80,000 GBP
At Anaplan, we are a team of innovators focused on optimizing business decision-making through our leading AI-infused scenario planning and analysis platform so our customers can outpace their competition and the market.…
Est. 112,000 USD
Spaulding Ridge is an advisory and IT implementation firm. We help global organizations get financial clarity into the complex, daily sales, and operational decisions that impact profitable revenue generations, efficient…
Est. 100,000 USD
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 plan…
Est. 350,000 USD
About the Role 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 cust…
Est. 120,000 USD
About Us At SimplePractice, we are improving access to quality care by equipping health and wellness clinicians with all the tools they need to thrive in private practice. More than 250,000 providers trust SimplePractice…
Est. 81,000 USD
Company Overview We are the better way to work in finance. As private equity’s value creation partner, we sit at the heart of PE—where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and…
Est. 132,500 USD
Company Overview We are the better way to work in finance. As private equity’s value creation partner, we sit at the heart of PE—where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and…
ABOUT US Ensono is a hybrid IT services provider that sees a world in transformation. We understand the world of business has become more complex, layered, and interdependent because we’re enabling the IT infrastructure…
As Associate Director of Financial Services at Plative, you will report to our Senior Director of Salesforce Delivery and will lead our Salesforce Financial Services consulting practice. Associate Directors at Plative ar…
Spaulding Ridge is an advisory and IT implementation firm. We help global organizations get financial clarity into the complex, daily sales, and operational decisions that impact profitable revenue generations, efficient…
As a Delivery Manager at Plative, you will own the delivery outcomes of a pod of NetSuite consultants and serve as a trusted advisor to your clients. You will report to the Director of NetSuite Delivery and are responsib…
Est. 160,000 USD
Spaulding Ridge is an advisory and IT implementation firm. We help global organizations get financial clarity into the complex, daily sales, and operational decisions that impact profitable revenue generations, efficient…
Spaulding Ridge is an advisory and IT implementation firm. We help global organizations get financial clarity into the complex, daily sales, and operational decisions that impact profitable revenue generations, efficient…