---
title: 'Senior Forward Deployed Engineer at Planful'
canonical: 'https://feeny.ai/job/senior-forward-deployed-engineer-planful-north-vjeqppa319yc'
type: 'job'
last_seen: '2026-09-06'
---

# Senior Forward Deployed Engineer at Planful

- **Company:** Planful
- **Location:** North, United States
- **Work type:** remote
- **Posted:** 2026-07-27
- **Last confirmed live:** 2026-09-06
- **Apply:** https://planful.com/jobs/careers-list/?gh_jid=8632986002

## Job description

## About the Role

As a Forward Deployed Engineer, you own the technical success of a customer's rollout end to end — from initial data integration through modeling, validation, and go-live — and you feed what you learn directly back into the product. This is not a services or implementation-consulting role: you write code, you own integrations as engineering artifacts, and you work shoulder-to-shoulder with customers to get a next-generation planning platform into production. You should be as comfortable in a customer's data warehouse tracing a reconciliation discrepancy as you are in a working session with their FP&A team explaining why a consolidation is behaving the way it is. The strongest candidates have worked inside EPM/CPM products before and understand how they behave in the real world.

## What You'll Do

- Own customer rollouts end to end — data integration, model build-out, validation, and production cutover — as the primary technical owner.
- Build AI-driven automated test harnesses to validate every new product release against real customer use cases and models, catching regressions before they reach customers. This is a critical function of the role: you'll use AI to generate, run, and evaluate test cases at scale across diverse customer configurations.
- Build and maintain data integrations between customer source systems (ERP, GL, data warehouses) and our platform, treating them as durable, version-controlled engineering deliverables rather than throwaway scripts.
- Translate real-world requirements in financial and operational modeling into correct, performant models on the platform.
- Diagnose and resolve data, performance, and correctness issues — often deep in SQL, source data, and consolidation logic.
- Ship bug fixes and feature extensions directly against the platform — make targeted product changes to unblock customers and close gaps surfaced in the field, rather than only filing tickets and waiting on core engineering.
- Act as the feedback loop to product and engineering: surface friction, propose fixes, and where warranted, build them.
- Partner with customer stakeholders across finance and operations, earning trust as someone who understands their domain and can make the software do what they need

## What We're Looking For

- 10+ years in software engineering, with meaningful time spent on or around an EPM/CPM/financial planning product.
- Direct experience with a platform such as OneStream, Vena, Prophix, Anaplan, Planful, or TM1/ Planning Analytics — as an engineer, solutions architect, or technically deep implementer.
- Proficiency in a modern application language — Java, C#, or TypeScript — with the ability to read, extend, and ship changes in a production codebase.
- Experience building automated test frameworks or harnesses, ideally using AI or LLM-based approaches to generate, execute, and evaluate test cases at scale.
- Strong SQL and database fundamentals: schema design, query performance, joins and aggregation semantics, and reasoning about data at scale.
- Integration experience with ERP/GL systems and data warehouses (e.g., NetSuite, SAP, Oracle, Snowflake, BigQuery).
- A customer-facing disposition — you can run a working session, absorb domain nuance, and communicate clearly with finance stakeholders who don't think in code.
- Sound judgment on correctness and auditability: you understand that in financial systems a wrong number is worse than a slow one.
- Understanding of financial consolidation, multi-entity / multi-currency, allocations, or driver-based planning.
- Domain exposure to CPG or manufacturing operational planning.
- Experience with AI-assisted or AI-native tooling in a production data context.
- A track record of turning repeated customer pain into product improvements.

## Why this Role

You'll be an early member of the Forward Deployed Engineering team, working on an AI-native platform at the point where it meets real customers and real data. What you learn in the field shapes what we build next — your work lands in production and in the product.

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 $200,000 - $300,000 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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