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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.

Develop and manage customer marketing programs, including customer references, communities, newsletters, case studies, testimonials, and user groups. Collaborate with Sales, Marketing, and Customer Success to support commercial initiatives, analyze program ROI, manage customer rewards budgets, and encourage customer participation in technology reviews and analyst reports.

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.

Own product marketing across Planful’s platform, AI, and Consolidation Premium offerings. Responsibilities include coordinating product launches, building field and partner enablement, managing analyst relations and evaluation submissions, running competitive intelligence, supporting pricing execution, and partnering with product, engineering, sales, and solutions consulting on messaging, positioning, and launch narratives.

Own the systems, data, account targeting, reporting, capacity modeling, SLA tracking, and technology support powering a B2B SaaS SDR team. Evaluate prospecting programs, build funnel reporting, manage Salesforce and sales engagement workflows, create UserGems campaigns, resolve tooling issues, identify data gaps, and partner with Business Operations to automate processes and improve pipeline generation.

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.