Owner of the end-to-end renewals process: negotiate and manage commercial contracts, collaborate with Sales and Customer Success to identify and mitigate churn risk, analyze usage and customer health metrics, maintain renewal forecasts in Salesforce and Clari, and drive quarterly and annual retention goals.

Planful is seeking a Solution Architect to lead implementation projects and provide customer-specific application design, oversight of configuration, testing, knowledge transfer and rollout. Requires 3+ years of Accounting or FP&A experience, hands-on financial reporting and budgeting experience, and experience implementing financial management software.

The role combines generative and evaluative UX research with product design: plan and run interviews, usability tests, surveys; synthesize insights into personas, journey maps, and recommendations; create wireframes, flows, mockups, and prototypes following the Planful Design System; partner with Product and Engineering to deliver data-dense enterprise SaaS experiences. Candidate should have 6–8 years of relevant experience, proficiency with Figma and Claude, and working knowledge of HTML/CSS.

The Sr. Partner Delivery Coordinator owns day-to-day project tracking and reporting for partner-led implementations, runs health checks and escalation responses, supports partner onboarding and certification, coordinates cross-functional handoffs with Sales, Professional Services, and Customer Success, and contributes to process improvements. Requires 3–5 years in partner enablement, professional services operations, PMO or related roles, strong Excel/Google Sheets and reporting skills, and experience in EPM/FP&A/CPM or finance-technology environments.

Lead the architectural design and end-to-end implementation of a high-performance OLAP query engine, including a custom JSON-based DSL, eBNF grammar, and SQL generation/optimization for columnar databases (ClickHouse, SingleStore, DuckDB). Requires deep expertise in compiler theory, multi-dimensional data modeling, Java-based microservices (Micronaut/Spring Boot), Project Loom, distributed caching (Redis), JVM tuning, and extensive backend engineering experience (15+ years).

Work remotely (North America) as the primary technical owner for customer rollouts — build durable, version-controlled data integrations, translate finance requirements into platform models, diagnose data and performance issues, and ship platform fixes. The role emphasizes AI-driven automated test harnesses, strong SQL and database fundamentals, proficiency in Java/C#/TypeScript, and experience integrating ERPs and data warehouses. Candidates should have 10+ years in software engineering and prior exposure to EPM/CPM or financial planning platforms.

Owner of sales performance analytics, forecasting support, capacity and territory planning, retention/expansion analysis, and pricing insights. Partners with Business Systems and cross-functional teams to validate data and deliver executive-level reports and presentations. Must have experience with Clari and Salesforce, BI tools (Power BI/Tableau), and advanced Excel/Google Sheets. Salary band stated at $125,000–$145,000 OTE per year.

The Implementation Consultant is responsible for implementing the Planful platform from design through go-live, including requirements translation, configuration, testing, validation, training, and post-implementation handoff. Requires 3+ years in Accounting/Finance/FP&A or related domains, prior consulting or professional services experience (ideally SaaS/enterprise software), and experience with financial systems or EPM/FPM platforms.