---
title: 'Customer Success Advocate at Planful'
canonical: 'https://feeny.ai/job/customer-success-advocate-planful-north-mzsjsjmsdxqr'
type: 'job'
last_seen: '2026-09-06'
---

# Customer Success Advocate at Planful

- **Company:** Planful
- **Location:** North, United States
- **Work type:** remote
- **Posted:** 2026-07-22
- **Last confirmed live:** 2026-09-06
- **Apply:** https://planful.com/jobs/careers-list/?gh_jid=8644621002

## 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

To achieve our goals, we are looking for a Customer Success Advocate to join our team.  This is a highly visible role, working with our most prestigious clients.  By building strong relationships, acting as a trusted advisor, and bringing technical subject matter expertise, you will help maximize the Planful platform to meet clients financial planning objectives. As the Customer Success Advocate, you will be responsible for maintaining ongoing business objectives, helping your clients maximize value realization from their Planful solution, giving support for a successful onboarding experience, and ultimately ensuring the renewal of key accounts. Through strong leadership, you will manage the overall relationship with your clients, and closely partner with Sales on expansion opportunities.  As part of this expanding team, you will also bring your experiences and thought leadership to help build out scalable and repeatable processes to be leveraged across our customer base.

## Responsibilities

- Manage and work with a portfolio of Planful’s most strategic clients and establish value-driven, outcomes focused partnerships
- Collaborate with senior level leaders, cross-functionally to drive client success
- Define and execute best in class, scaleable, and repeatable processes to ensure client satisfaction
- Leverage thought leadership and consultative skills with your clients to help maximize and expand the use of their Planful solution
- Be curious, provide new ideas, challenge the status quo and help make our team best in class

## What you Bring to the Table

Strong Project & Time Management Skills and can:

- Create & oversee success plans and corresponding action plans necessary to achieve successful, value-based outcomes
- Have a strong sense of urgency and ownership to complete and manage tasks in a timely manner
- Proactively resolve issues that stand in the way of client success
- Work collaboratively and cross-functionally with all departments at Planful
- Prioritize and focus on work required across a broad set of customers
- Utilize data to identify trends, risks and opportunities
- Work at scale using “1 to many” strategies and methods

Relationship Management skills that allow you to:

- Own day-to-day relationship with the client
- Understand the needs and objectives of the client in order to maintain strong partnership
- Coordinate key project stakeholders, both internally and externally
- Provide high quality written and verbal client communications including regular business reviews
- Identify new business opportunities within accounts and partner with Sales to execute upon accordingly
- Understand all key client contacts and develop both depth and breadth of relationships accordingly
- Connect clients with other clients through various forums to drive networking and knowledge sharing
- Have a strong executive presence to help influence and drive change with your clients

Can-do attitude that enables you to:

- Roll your sleeves up and learn the Planful technology at a proficient level
- Think creatively about solving customer business challenges
- Provide a positive attitude to help influence the greater success of the Planful Customer Success team
- Take pride and ownership in all that you do

Preferred Qualifications:

- 3+ years in a client-facing, Customer Success role in Financial Software
- Excellent communication skills (both written and verbal) with strong presentation and facilitation skills
- Proficiency in Microsoft Tool Suite (Powerpoint, Excel, Word) and Google Tools Suite (Slides, Sheets, Docs), Salesforce and Gainsight a plus
- Demonstrated ability to influence and consult (providing options with pros, cons and risks) and lead sponsors/stakeholders to the solution of business process and/or technical problems
- Experience in a SaaS environment
- Understanding of Finance, financial planning & reporting processes

## 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:

- 2 Volunteer days,  Birthday PTO, and quarterly company Wellness Days
- 3 months supply of diapers and meal deliveries for the first month of your  Maternity/Paternity leave
- Annual Planful Palooza, our in-person, company-wide culture kickoff held in cities like San Diego, Denver, and most recently - Palm Desert, California!
- Team-specific offsites in cities like New York, Sonoma, or our brand new HQ based in downtown San Francisco
- 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.
- Company-wide Mentorship program with Executive sponsorship of CFO and Manager-specific monthly training programs
- 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 salary band for this role is $60,000 - $70,000 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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