Solutions Architect - Customer Excellence Optimization

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

Planful is seeking a customer-focused Solution Architect to join our Customer Success team. As a Customer Optimization Solution Architect, you will be an expert working with existing Planful customers evaluating their current business processes, use cases and application challenges, finance transformation goals, and technology needs. You will bring deep experience in financial performance management and a strong understanding of how EPM solutions support planning, budgeting, forecasting, consolidations, reporting, and analytics.

Planful is looking for a dynamic, high-energy professional with prior hands-on experience working with EPM tools and at least 3+ years of experience on EPM solutions and FP&A background. In this role, you will partner closely with Account Management, Customer Success, Support and other cross-functional teams to support existing customers reviewing the current architecture of their application.

Requirements

• Strong finance background with at least 3+ years’ experience in FP&A and EPM tools.
• Ability to understand and explain both business and technical issues related to a customer’s proposed solution.
• A collaborative and customer centric mindset to help customers with their finance performance management.
• Highly organized, with the ability to manage multiple customer engagements and priorities simultaneously.
• Ability to deliver product demos and presentations to finance, accounting, and executive audiences.

Responsibilities

• Lead conversation with customers to understand their ongoing challenges with existing setup and come up with optimal solutions.
• Maintain strong product competence by staying current on new product enhancements, best practices, and market trends across the EPM domain.
• Cross collaborates with internal teams, Customer Success, Account Management, Product and Engineering teams to support customers.
• Serves as an expert on Planful FP&A suite and shares best practices with customers around FP&A practices.
• Act as an escalation point for complex functional challenges, focusing on root cause analysis and long-term resolution
• Proactively identify risks, gaps, and opportunities, and provide actionable recommendations to improve outcomes
• Assess existing customer configurations and recommend enhancements aligned to current and future business needs

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 hubs in Hyderabad and Indore. Employees also receive benefits such as a home office setup allowance, as well as monthly reimbursements for Wi-Fi and cell phone expenses.
• 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