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’s award-winning AI capabilities accelerate decision-making, helping Planful users in over 100 countries to close faster, accelerate cycle times, increase productivity, and improve accuracy. Planful is a private company with more than 1,500 customers, including Bose, Boston Red Sox, Five Guys, Grafton Plc, Gousto, and Specialized, and is backed by Vector Capital, a leading global private equity firm. Learn more at Planful.com.
About the role
We’re looking for a motivated and technically skilled professional to join our Customer Support team, specializing in Data Integration. This role is ideal for someone who enjoys problem-solving, thrives in fast-paced environments, and is passionate about delivering exceptional customer experiences. You’ll work directly with Planful customers to help them integrate and optimize their data systems, troubleshoot issues, and ensure seamless connectivity across multiple platforms.
The ideal candidate brings hands-on experience with cloud-based integration tools, a strong understanding of SQL, XML, and API technologies, and a genuine passion for helping customers achieve business success through data-driven solutions.
Requirements
- 3+ years of experience using cloud-based Data Integration tools.
- 3+ years of experience in a customer support role.
- Prior experience with SaaS-based product/application support, preferably for U.S.-based accounts.
- Hands-on experience with Dell Boomi AtomSphere for data integration development.
- Proficiency in SQL, XML technologies, SOAP/REST, and HTTP.
- Basic scripting experience and familiarity with tools like SOAP UI and Postman.
- Experience troubleshooting and resolving data integration issues across systems like NetSuite, SAP, Microsoft Dynamics, Intacct, and Great Plains.
- Strong analytical, problem-solving, and multitasking skills.
- Ability to remain calm and effective under pressure when managing urgent customer issues.
- Prior experience with Jira is a plus.
- Must be willing to work Pacific Time hours.
Responsibilities
- Support Planful customers by troubleshooting and resolving complex data integration issues.
- Ensure seamless communication and data flow across multiple systems and platforms.
- Collaborate cross-functionally with internal teams to drive customer success and business outcomes.
- Analyze and resolve integration errors using Dell Boomi, APIs, and related tools.
- Test and validate integrations using SOAP UI, Postman, and other diagnostic utilities.
- Maintain accurate documentation of customer issues and resolutions within support tools.
- Demonstrate strong ownership and accountability for customer satisfaction.
- Continuously learn and adapt to new technologies and processes to improve support delivery.
- Exhibit flexibility, resourcefulness, and a strong work ethic in high-pressure situations.
- Champion Planful’s values through exceptional customer focus and a commitment to continuous improvement.
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
- Office hub in Hyderabad, offering complimentary breakfast and lunch for employees.
- Convenient transportation options, including an office shuttle for day shifts and personal driver services for night shift employees.
- Engaging in-office cultural events that foster collaboration and community.
- 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
Top Skills
What We Do
Planful is the pioneer of financial performance management cloud software. The Planful platform is used by the Office of the CFO around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and visual analytics. Planful empowers users to plan confidently, close faster, and report accurately. More than 1,000 customers, including Boston Red Sox, Del Monte, TGI Friday’s, and 23andMe, rely on Planful to accelerate cycle times, increase productivity, and improve accuracy across the end-to-end FP&A process. Planful is a private company backed by Vector Capital, a leading global private equity firm. Learn more at www.planful.com.
