Customer Success Solution Architect
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
Planful is looking for an individual with strong technical aptitude and passion for working with customers during the deployment process. A successful candidate must work well in a team environment while being a resourceful, independent self-starter. 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. Candidates must have the ability to travel at least 25% of the time.
Responsibilities
- Assess and optimize existing implementations/builds of Planful’s Financial Performance Management Suite
- Manage multiple customer consultations and projects for Planful focused on planning, close management and reporting processes.
- Facilitate discovery and design session with clients to assess business requirements.
- Develop in-depth knowledge of key accounts through ongoing engagement, projects/initiatives and partnership with the Customer Success team .
- Analyze existing client financial planning and reporting processes to determine how these models will work best within the solution.
- Provide best practice recommendations and solutions to clients to ensure they are utilizing Planful with current, optimized methods.
- Provide escalation support and leadership to diagnose and resolve issues at a systemic/root cause.
- 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.
- Utilize data and “early warning systems” to proactively identify opportunities and risks within a clients adoption and use of Planful.
- Work with our Customer Success teams to identify, engage, deliver and maintain targeted accounts to drive customer retention, satisfaction and health. .
- Participate in User Conference, delivering presentations about industry leading solutions.
- Willing to travel up to 25%.
What you Bring to the Table
- 5+ years of Accounting or FP&A experience focusing on financial reporting and budgeting and /or close management.
- SaaS Experience a must.
- Hands-on experience with financial reporting and budgeting/
- Has managed and /or implemented Financial Management software.
- Executive presence to interact with senior-level executives..
- Customer-centric with a strong sense of urgency for customer care.
- Strong project management, problem-solving skills and analytical skills.
- Extremely organized, detail-oriented, and able to manage multiple projects simultaneously.
Why Planful
Planful exists to enrich the world by helping our customers and our people achieve peak performance. To foster the best in class work we’re so proud of, we’ve created a best in class culture, including:
- 2 Volunteer days, Birthday PTO, and quarterly company Wellness Days
- 3 months supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave
- Annual Planful Palooza, our in-person, company-wide culture kickoff held in cities like San Diego, Denver, and most recently - Palm Desert, California!
- Team-specific offsites in cities like New York, Sonoma, or our brand new HQ based in downtown San Francisco
- Office hubs in San Francisco, Toronto, and London. We also offer benefits such as home office setup, and monthly wifi and cell phone reimbursements for all employees, in-office or remote.
- Company-wide Mentorship program with Executive sponsorship of CFO and Manager-specific monthly training programs
- Employee Resource Groups such as Women of Planful, Parents of Planful, and many more. We encourage our teammates to bring their authentic selves to the team, and have full support in creating new ERGs & communities along the way
Pay Transparency Statement
At Planful our top priority is to support our employees and ensure each individual has access to equal growth opportunities. Pay decisions take into consideration the individual's skillset, experience, knowledge, qualifications for the role, and specific work location.
Our salary band for this role is $100,000 - $120,000 USD per year, dependent on working location and experience. More details about our company benefits can be found here: https://planful.com/jobs/
