---
title: 'Implementation Consultant at Planful'
canonical: 'https://feeny.ai/job/implementation-consultant-planful-north-jdftapc77nmy'
type: 'job'
last_seen: '2026-09-06'
---

# Implementation Consultant at Planful

- **Company:** Planful
- **Location:** North, United States
- **Work type:** remote
- **Posted:** 2026-04-14
- **Last confirmed live:** 2026-09-06
- **Apply:** https://planful.com/jobs/careers-list/?gh_jid=8507480002

## 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 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

The Implementation Consultant plays a critical role in delivering exceptional customer outcomes during the onboarding and deployment of the Planful platform. Reporting to the Director of Delivery Services, this role sits at the heart of the customer journey, translating customer business requirements into scalable, high-quality solutions while reinforcing trust, adoption, and long-term value.

This role requires a blend of technical aptitude, financial acumen, and consultative customer engagement. Successful Implementation Consultants operate as trusted advisors, balancing best practices with customer-specific needs, while partnering closely with internal teams to ensure delivery excellence, predictable outcomes, and customer satisfaction.

## Requirements

- 3+ years of hands-on experience in Accounting, Finance, FP&A, or related domains.
- Prior consulting or professional services experience, ideally in SaaS or enterprise software.
- Experience implementing financial systems, EPM/FPM platforms, or complex business applications is strongly preferred.
- Strong consultative mindset with the ability to balance customer needs and product best practices.
- Proven ability to communicate effectively with both technical teams and senior-level customer executives.
- Comfortable delivering a thoughtful, professional “consultative no” when needed to protect customer outcomes.
- Ability to ramp quickly on new technologies in a high-growth, evolving environment.
- Collaborative team player with the ability to work independently and manage multiple priorities.
- Adaptable to diverse customers, industries, and project teams.

## Responsibilities

- Assist with  implementations of the Planful Financial Performance Management Suite, from design through go-live.
- Collaborate with customers to understand their financial processes and translate those requirements into effective, scalable Planful solutions.
- Guide customers toward best practices while thoughtfully challenging requirements that could limit long-term value or scalability.
- Ensure high-quality configuration, testing, validation, and rollout of the solution to drive adoption and measurable outcomes.
- Execute project deliverables in alignment with Planful’s Services methodology, contributing to continuous improvement of delivery standards and tools.
- Manage scope, timelines, and risks to ensure predictable, on-time project delivery.
- Drive services performance metrics, including customer satisfaction, utilization, and project margin.
- Lead customer and partner enablement sessions, including training, knowledge transfer, and post-implementation handoff.
- Build strong relationships with customer stakeholders, including finance leaders and senior executives.
- Serve as a cross-functional partner to Sales, Customer Success, and Product teams to ensure a seamless customer experience.
- Provide feedback from the field to inform product enhancements, services offerings, and customer experience initiatives.

## 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 $85,000 - $100,000 USD per year, depending on experience and location. As a part of this role, you are also eligible for equity, benefits and wellbeing resources.

## 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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