Customer Optimization Solution Architect

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 empowers finance, accounting, and business users to plan confidently, close faster, and report accurately. More than 1,500 customers, including 23andMe, Bose, Boston Red Sox, Five Guys, and Zappos, rely on Planful to accelerate cycle times, increase productivity, and improve accuracy. Planful is a private company 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. In this role, you will act as a strategic partner to our customers, guiding them in maximizing the value of the Planful platform. Rather than leading implementations, you will focus on optimizing customer outcomes, aligning solutions to evolving business needs, and driving long-term success through advisory, enablement, and continuous improvement. You will collaborate closely with Customer Success, Sales, and Product teams to ensure customers realize measurable value from their investment.

Requirements

• 5+ years of Accounting or FP&A experience, with exposure to financial reporting, budgeting, consolidations, and/or close management

• Hands-on experience with financial planning and reporting processes

• Experience with Financial Management or EPM software in a functional, advisory, or post-implementation capacity

• Strong executive presence with the ability to influence and advise senior stakeholders

• Customer-centric mindset with a proactive approach to driving customer outcomes

• Strong analytical thinking and problem-solving skills, with the ability to translate business needs into scalable solutions

• Highly organized, with the ability to manage multiple customer engagements and priorities simultaneously

Responsibilities

• Serve as a trusted advisor to customers, helping them continuously optimize their use of Planful’s Financial Performance Management Suite

• Partner with Customer Success, Renewal and Account Managers to drive adoption, value realization, and long-term customer health across key accounts

• Conduct strategic discovery and solution alignment sessions to understand evolving customer goals and identify opportunities for optimization

• Provide best practice guidance on financial planning, close, and reporting processes to improve efficiency and effectiveness

• Assess existing customer configurations and recommend enhancements aligned to current and future business needs

• Support customers through change management initiatives, ensuring successful adoption of new processes and capabilities

• Proactively identify risks, gaps, and opportunities, and provide actionable recommendations to improve outcomes

• Act as an escalation point for complex functional challenges, focusing on root cause analysis and long-term resolution

• Collaborate cross-functionally with Product and Engineering to advocate for customer needs and influence roadmap priorities

• Build deep relationships with key stakeholders to become a long-term strategic partner in their financial transformation journey

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

• Team off-sites in exciting destinations like New York, Sonoma, Nashville, Palm Springs, and our San Francisco headquarters

• Office hubs in San Francisco, Toronto, and London. We also offer benefits such as home office setup, and monthly wifi and cell phone reimbursements for remote employees

• 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

Pay Transparency Statement

At Planful our top priority is to support our employees and ensure each individual has access to equal growth opportunities. Pay decisions take into consideration the individual's skillset, experience, knowledge, qualifications for the role, and specific work location.

The OTE range for this role is $115,000 - $150,000 USD per year, depending on experience and location. As a part of this role, you are also eligible for equity, benefits and wellbeing resources.