UX designer - researcher shaping Planful’s financial performance management platform. Conducting user research and translating insights into enterprise SaaS workflows, prototypes, and design - system solutions.

Planful (formerly Host Analytics) is a leading financial planning and analysis (FP&A) cloud platform.
Planful delivers a vision of Continuous Planning by accelerating the end-to-end FP&A process and fostering business-wide participation in agile planning and decision-making.
More than 800 customers including, Bose, Boston Red Sox, Del Monte, TGI Friday’s, and 23andMe rely on Planful for financial planning and budgeting, dynamic operational planning, financial consolidations, reporting, and visual analytics.
Planful is a private company backed by Vector Capital, a leading global private equity firm specializing in transformational investments in established technology businesses.
Learn more at www.planful.com.
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UX designer - researcher shaping Planful’s financial performance management platform. Conducting user research and translating insights into enterprise SaaS workflows, prototypes, and design - system solutions.
Sales Operations Analyst analyzing pipeline, revenue, and pricing data for Planful’s financial performance management software. Building forecasts and executive insights for GTM leadership.
Customer Marketing Manager building customer reference, community, newsletter, case study, and user - group programs for Planful’s financial performance management software. Advancing sales through customer advocacy and measurable marketing insights.
Instructional Designer creating courses, labs, and assessments for Planful’s financial performance management software. Maintaining Academy content and translating product releases into customer learning.
Sr. Partner Delivery Coordinator tracking partner - led implementations for Planful’s financial performance management platform. Coordinating reporting, escalations, onboarding, certification, and cross - functional delivery operations.
Senior Product Marketing Manager shaping product launches, analyst relations, and competitive strategy for Planful’s financial performance management software. Enabling sales and partners across FP&A and CPM markets.
Jr. Recruiter coordinating interviews and ATS operations for Planful, a financial performance management software company. Owning full - cycle recruiting for Sales Development Representatives.
Sales Development Operations Specialist optimizing SDR systems, data, reporting, and prospecting for Planful’s financial performance management cloud software. Improving pipeline efficiency through account targeting, funnel analysis, automation, and tech support.
Campaign Manager driving demand generation for Planful’s financial performance management software. Executing email, webinar, nurture, direct mail, and ABM campaigns while optimizing pipeline and ROI.
Field Marketing and Events Manager connecting marketing and sales for Planful’s financial performance management software. Owning field events, executive dinners, tradeshows, logistics, follow - up, and ROI reporting.
Customer - focused Solution Architect guiding customers to maximize their value from Planful's Financial Performance Management Suite through optimization and advisory.
Solution Architect managing customer - specific application design and overseeing configuration and testing at Planful. Focused on financial performance management and customer success with top - tier clients.