About the role

Customer-focused Solution Architect guiding customers to maximize their value from Planful's Financial Performance Management Suite through optimization and advisory.

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

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

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