Implementation Consultant
$85K - $100K/yr
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 ...
Implementation Consultant
$85K - $100K/yr
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 ...
About Us Planful is the pioneer of financial performance management cloud software. The Planful ... This is an execution-first role: you'll work closely with our Director of Demand Generation and ...
About Us Planful is the pioneer of financial performance management cloud software. The Planful ... This is an execution-first role: you'll work closely with our Director of Demand Generation and ...
Implementation Consultant
$85K - $100K/yr
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 ...
Implementation Consultant
$85K - $100K/yr
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 ...
About Us Planful is the pioneer of financial performance management cloud software. The Planful ... This is an execution-first role: you'll work closely with our Director of Demand Generation and ...
About Us Planful is the pioneer of financial performance management cloud software. The Planful ... This is an execution-first role: you'll work closely with our Director of Demand Generation and ...
Senior Forward Deployed Engineer
$107K - $146K/yr
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. * Proficiency ...
Senior Forward Deployed Engineer
$107K - $146K/yr
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. * Proficiency ...
Senior Forward Deployed Engineer
$107K - $146K/yr
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. * Proficiency ...
Senior Forward Deployed Engineer
$107K - $146K/yr
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. * Proficiency ...
Own the company's Planful environment -- models, templates, and reporting -- and drive its ... Direct experience in the live events industry. * Proven track record building financial structure ...
Own the company's Planful environment -- models, templates, and reporting -- and drive its ... Direct experience in the live events industry. * Proven track record building financial structure ...
... Directors * Improve the planning system and associated processes with the VP of FP&A and team ... Expertise with financial planning software such as Planful or Adaptive * Expertise with ERP ...
... Directors * Improve the planning system and associated processes with the VP of FP&A and team ... Expertise with financial planning software such as Planful or Adaptive * Expertise with ERP ...
Director, Financial Planning & Analysis Remote - East Coast | Full Time | Finance (Corporate ... Own the company's Planful environment -- models, templates, and reporting -- and drive its ...
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Director, Financial Planning & Analysis Remote - East Coast | Full Time | Finance (Corporate ... Own the company's Planful environment -- models, templates, and reporting -- and drive its ...
Director Corporate Controller
Oak Park, MI · On-site
$160K - $180K/yr
Position Summary Mopec Group is seeking a Director, Corporate Controller to lead the day-to-day ... or Planful ). * Manage Avalara for sales/use tax and Concur for travel and expense management.
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Director Corporate Controller
Oak Park, MI · On-site
$160K - $180K/yr
Position Summary Mopec Group is seeking a Director, Corporate Controller to lead the day-to-day ... or Planful ). * Manage Avalara for sales/use tax and Concur for travel and expense management.
Position Summary The Senior Director of Information Technology leads the global IT function at H&V ... Oversee enterprise applications (Oracle, TIPS/Lovis, MES, Planful, etc.). * Lead ERP roadmap ...
Position Summary The Senior Director of Information Technology leads the global IT function at H&V ... Oversee enterprise applications (Oracle, TIPS/Lovis, MES, Planful, etc.). * Lead ERP roadmap ...
... Planful), forecasting systems, planning processes, reporting capabilities, automation, and AI ... without direct authority. * Experience evaluating Finance technology investments, automation ...
... Planful), forecasting systems, planning processes, reporting capabilities, automation, and AI ... without direct authority. * Experience evaluating Finance technology investments, automation ...
Director Product Management
San Diego, CA · On-site
$247K - $259K/yr
... and planful. • Product Management - The ability to direct a comprehensive product strategy from product conception and definition through end of life. Preferred : • 15+ years of Product ...
Director Product Management
San Diego, CA · On-site
$247K - $259K/yr
... and planful. • Product Management - The ability to direct a comprehensive product strategy from product conception and definition through end of life. Preferred : • 15+ years of Product ...
Lead, Corporate Finance
Long Beach, CA · On-site
This role reports to the Senior Director, Corporate Finance. * Act as the primary finance partner ... Partner with the Finance Systems team to improve and automate planning and reporting in Planful ...
Lead, Corporate Finance
Long Beach, CA · On-site
This role reports to the Senior Director, Corporate Finance. * Act as the primary finance partner ... Partner with the Finance Systems team to improve and automate planning and reporting in Planful ...
Director, Financial Reporting IN GA-Atlanta (Sandy Springs)
Atlanta, GA · On-site
$180K - $200K/yr
Job Title - Director, Financial Reporting Location - US-GA-Atlanta (Sandy Springs) Base Salary ... Expand capabilities with current reporting and reconciliation systems (Planful/Blackline) and ...
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Director, Financial Reporting IN GA-Atlanta (Sandy Springs)
Atlanta, GA · On-site
$180K - $200K/yr
Job Title - Director, Financial Reporting Location - US-GA-Atlanta (Sandy Springs) Base Salary ... Expand capabilities with current reporting and reconciliation systems (Planful/Blackline) and ...
Account Director
Dallas, TX · Remote
Advance the firm's diversity and inclusion priorities with planful and focused talent planning ... Please direct any other general recruiting inquiries to our Contact Us page > I want to work for ...
Account Director
Dallas, TX · Remote
Advance the firm's diversity and inclusion priorities with planful and focused talent planning ... Please direct any other general recruiting inquiries to our Contact Us page > I want to work for ...
Advance the firm's diversity and inclusion priorities with planful and focused talent planning ... Significant experience in direct client relationship management, negotiation, and strategic ...
Advance the firm's diversity and inclusion priorities with planful and focused talent planning ... Significant experience in direct client relationship management, negotiation, and strategic ...
What You'll Do As a Finance Director of Investments and JV Governance, you will directly support ... Experience in SAP and Planful preferred * Experience in financial modeling and forecasting
What You'll Do As a Finance Director of Investments and JV Governance, you will directly support ... Experience in SAP and Planful preferred * Experience in financial modeling and forecasting
What You'll Do As a Finance Director of Investments and JV Governance, you will directly support ... Experience in SAP and Planful preferred * Experience in financial modeling and forecasting
What You'll Do As a Finance Director of Investments and JV Governance, you will directly support ... Experience in SAP and Planful preferred * Experience in financial modeling and forecasting
Advance the firm's diversity and inclusion priorities with planful and focused talent planning ... Significant experience in direct client relationship management, negotiation, and strategic ...
Advance the firm's diversity and inclusion priorities with planful and focused talent planning ... Significant experience in direct client relationship management, negotiation, and strategic ...
Director Planful information
What is the difference between Director Planful vs Financial Planning Manager?
| Aspect | Director Planful | Financial Planning Manager |
|---|---|---|
| Responsibilities | Oversees enterprise-wide planning, strategy, and implementation of Planful solutions | Manages financial planning processes, budgeting, and forecasting within a specific department |
| Required Credentials | Bachelor's degree in finance, accounting, or related field; experience with Planful or similar FP&A tools | Bachelor's degree in finance, accounting, or related; experience in financial analysis and planning |
| Work Environment | Corporate finance or FP&A teams, often in large organizations | Finance or accounting departments, typically within specific business units |
The main difference is that the Director Planful focuses on leading the implementation and strategic use of Planful across the organization, while the Financial Planning Manager handles day-to-day financial planning tasks within a department. The director role involves broader oversight and strategic planning, whereas the manager role is more operational and department-specific.
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Implementation Consultant
Remote
Planful
• Software Development • 201 - 500 employees201 - 500 employees
$85K - $100K/yr
Full-time
PTO
Re-posted 29 days ago
Job 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
To foster the best in class work we're so proud of, we've created a best in class culture, including:
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.
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.
- 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.
To foster the best in class work we're so proud of, we've created a best in class culture, including:
- 2 Volunteer days per year, Birthday PTO, and quarterly company Wellness Days
- 3 months supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave and generous parental leave
- Talkspace access and mental health support
- Annual company-wide gatherings held in cities like San Diego, Denver, Palm Springs, and Vegas!
- 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.
- 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
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.
About Planful
Sourced by ZipRecruiter
Industry
Software development
Company size
201 - 500 Employees
Headquarters location
Redwood City, CA, US
Year founded
2000