---
title: 'Customer Marketing Manager at Planful'
canonical: 'https://feeny.ai/job/customer-marketing-manager-planful-north-pjbtm10y2rws'
type: 'job'
last_seen: '2026-10-18'
---

# Customer Marketing Manager at Planful

- **Company:** Planful
- **Location:** North, United States
- **Work type:** remote
- **Posted:** 2026-10-02
- **Last confirmed live:** 2026-10-18
- **Apply:** https://planful.com/jobs/careers-list/?gh_jid=8864603002

## Job description

## 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](http://planful.com/).

## About the Role

Planful is seeking a Customer Marketing Manager to join our growing Marketing team. As a Customer Marketing Manager, you'll develop and manage core customer marketing programs, with an emphasis on reference management, bringing to life the success stories of our current customers in order to advance the sales cycle with potential customers.. The position requires a highly motivated, proactive, and personable individual to be able to work with all levels of an organization internally and externally. This person needs to thrive in a fast-paced and dynamic environment, exhibit out-of-the-box thinking, and take great pride in their work.

## Responsibilities

- Build and grow the Customer Reference Program through collaboration with GTM teams (Sales, Marketing, and Customer Success) to strategically enable and advance commercial initiatives
- Manage customer programs such as the customer community, monthly customer newsletter, case studies, testimonials, and User Groups from conception to completion
- Track and analyze data to assess the ROI of the Customer Reference Program and use insights to strategically strengthen program efforts
- Create and manage the budget and supply of customer rewards and incentives
- Enable customers to contribute and share their experience on technology review sites and analyst reports

## What You Bring to the Table

- 2-4 years of progressive relevant experience in either marketing, sales, or customer success
- Excellent written, verbal, and presentation skills
- Extremely organized and detail-oriented with proven record of driving positive business results
- Self-starter with desire to develop new programs from conception to completion
- Exceptional analytical skills & business acumen; high capacity to synthesize data & insights
- Ability to multitask and work on several projects simultaneously while being organized
- Excellent interpersonal skills and a service-oriented attitude with the desire to work collaboratively with internal and external teams

## Why Planful

To foster the best in class work we’re so proud of, we’ve created a best in class culture, including:

- 2 Volunteer days per year, Birthday PTO, and quarterly company Wellness Days
- 3 months supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave and generous parental leave
- Talkspace access and mental health support
- Annual company-wide gatherings held in cities like San Diego, Denver, Palm Springs, and Vegas!
- 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 all employees, in-office or remote.
- Employee Resource Groups such as Women of Planful, Parents of Planful, and many more. We encourage our teammates to bring their authentic selves to the team, and have full support in creating new ERGs & communities along the way

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.

Our base salary band for this role is $90,000 - $100,000 USD per year, dependent on working location and experience. More details about our company benefits can be found here: https://planful.com/jobs/

## About Planful

## Company Overview
- **One-liner**: Planful is the pioneer of AI-powered financial performance management (FPM) cloud software that helps finance teams plan, close, report, and analyse with speed and accuracy.
- **Entity Type**: Private (backed by private equity firm Vector Capital)
- **Headquarters**: San Francisco, California, USA
- **Founded**: 2005 (originally as Host Analytics, rebranded to Planful in 2019)
- **Founders**: Not publicly available

## Core Business
- **Primary industry/industries**: Financial Performance Management (FPM) Software / Enterprise SaaS
- **Target customers**: B2B – mid‑market and enterprise organisations, finance and accounting teams, FP&A professionals, CFOs
- **Mission or purpose statement**: “To be the Undisputed Champion in Financial Performance Management. We help our customers achieve peak performance, driving prosperity for their shareholders, their employees, and the communities they impact.” [planful.com](https://planful.com/about-us/)

## Products & Services
Planful offers a unified cloud platform with several key modules:

- **Planful AI**: Embedded, finance‑native AI with three assistants – Planner (forecasting & what‑if scenarios), Analyst (insights & queries), and Help (guidance). [planful.com](https://planful.com/)
- **Financial Planning & Analysis (FP&A)**: Automated budgeting, forecasting, and reporting with real‑time collaboration.
- **Financial Close and Consolidation**: Accelerates close cycles with automation, AI, and audit trails.
- **Financial Reporting and Analysis**: Dynamic dashboards, self‑service analysis, and drill‑down capabilities.
- **Workforce Planning**: Advanced modelling for headcount, compensation, and talent scenarios aligned to corporate goals.
- **Marketing Planning and Budgeting**: ROI tracking, campaign alignment, and seamless integration with financial plans.
- **Operational Planning**: Integrates operational business drivers into financial planning for cross‑functional alignment.

All modules are delivered as SaaS, with integrations to ERP/CRM/BI tools (NetSuite, Workday, Salesforce, Snowflake, Power BI, etc.). [planful.com/official-planful-company-information](https://planful.com/official-planful-company-information/)

## Market Standing
- **Valuation/Market Cap**: Not disclosed (private, PE‑backed)
- **Key Metric**: Over 1,500 customers in more than 100 countries; 500+ employees. [planful.com/about-us](https://planful.com/about-us/)
- **Notable Investors/Partners**: Vector Capital (global private equity firm). Partner ecosystem includes 60+ partners. [planful.com](https://planful.com/)
- **Growth Signals**:
  - Named a Leader in Enterprise Performance Management by Dresner Advisory Services for the 10th consecutive year.
  - Won 2025 AI Breakthrough Award for Innovation in AI‑Based Analytics.
  - Recognised as a Great Place to Work in the US, Canada, UK, and India (4th consecutive year).
  - Included in Fortune Best Workplaces in Technology (2025). [planful.com/official-planful-company-information](https://planful.com/official-planful-company-information/)

## Competitive Advantages
- **Finance‑native AI**: Purpose‑built for financial workflows, not a generic AI wrapper – provides explainable, traceable, governed insights.
- **Unified platform**: Combines planning, close, consolidation, reporting, workforce, and marketing finance in a single environment, eliminating data silos.
- **Mature integration ecosystem**: Native connectors to major ERP/CRM/BI systems.
- **Deep domain expertise**: Over a decade of leadership in FPM with a large, loyal customer base.

## Strategic Focus
- **AI acceleration**: Embedding generative, predictive, and agentic AI across the entire platform to automate forecasting and decision‑making.
- **Global expansion**: Offices in North America, Europe, and Asia; serving customers in over 100 countries.
- **Customer success**: Continued investment in customer experience (rated 4.3/5 on G2) and community events like Perform25.
- **Security & compliance**: Maintaining SOC 1/2/3, HIPAA, ISO 27001, and EU AI Act readiness. [planful.com/official-planful-company-information](https://planful.com/official-planful-company-information/)

## Why Work Here
- **Culture**: “The Planful Way” values – Progress, Intention, Teams, Customers, Action. Collaborative, inclusive, and flexible work environment.
- **Benefits** (from careers page):
  - Generous parental leave (including grandparent leave), family support, flexible work options.
  - Healthcare plans covering 100% for employees and 90% for dependents; fertility and family‑forming support.
  - Home‑office reimbursement, monthly cell phone/internet stipend.
  - 3–4 weeks PTO + birthday off, quarterly wellness days, ClassPass membership, Talkspace mental health support.
  - Learning & development: WorkRamp platform, training reimbursement, monthly manager training.
  - Catered lunches, team offsites, quarterly happy hours.
  - Equitable pay, equity across levels, annual merit reviews. [planful.com/jobs](https://planful.com/jobs/)
- **Work policy**: Hybrid/remote options available (flexible work options mentioned). Global hubs: San Francisco, Hyderabad, London, Toronto, Munich.
- **Engineering culture**: CTO Sanjay Vyas has doubled the engineering team since 2015 with a strong management team. Emphasis on scalable cloud architecture and AI innovation. [planful.com/about-us](https://planful.com/about-us/)

## Sources
1. [Planful – Official Company Information](https://planful.com/official-planful-company-information/)
2. [Planful – About Us](https://planful.com/about-us/)
3. [Planful – Homepage](https://planful.com/)
4. [Planful – Careers/Jobs](https://planful.com/jobs/)
5. [Planful – Life at Planful](https://planful.com/life-at-planful/)

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