Jobs at Planful

Generate qualified sales pipeline through outbound prospecting, phone conversations, opportunity qualification, and quota attainment. The representative identifies finance users’ pain points, gathers requirements, connects business value to customer needs, collaborates with Account Executives, documents call notes, and maintains customer records in Salesforce. This hybrid Scottsdale role supports a fast-paced SaaS sales environment and requires strong communication, organization, persistence, and a willingness to be coached.

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.

Advise existing Planful customers on finance transformation, EPM architecture, FP&A processes, and application challenges. Assess configurations, identify risks and opportunities, recommend enhancements, resolve complex functional issues, deliver product demonstrations, and share best practices. Collaborate with Customer Success, Account Management, Product, Engineering, and Support teams to improve customer outcomes.

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.

Lead the architecture and implementation of a high-performance OLAP query engine and semantic layer. Design a JSON-based DSL, compiler and SQL translation engine for columnar databases. Build highly concurrent Java microservices, distributed Redis caching, query optimization, multi-dimensional data models, and low-level JVM performance systems. Provide technical leadership, documentation, testing, telemetry, benchmarking, and AI-augmented development practices.

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.

Generate qualified sales pipeline through outbound prospecting, phone conversations, and opportunity qualification. Identify finance users’ pain points, connect customer needs to Planful’s SaaS solutions, collaborate with Account Executives, achieve quarterly quotas, document call notes, and maintain customer records in Salesforce. The role is hybrid in Austin and requires strong communication, organization, initiative, and an interest in technology sales.

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.

Lead architecture and implementation of a high-performance OLAP query engine and semantic layer: design a JSON-based DSL and compiler, generate optimized SQL for columnar databases, build distributed caching, tune JVM and low-level performance, and provide technical leadership and documentation.