---
title: 'Solutions Architect - Customer Excellence Optimization at Planful'
canonical: 'https://feeny.ai/job/solutions-architect-customer-excellence-optimization-planful-hyderabad-xhykjjxta2fr'
type: 'job'
last_seen: '2026-09-06'
---

# Solutions Architect - Customer Excellence Optimization at Planful

- **Company:** Planful
- **Location:** Hyderabad, India
- **Posted:** 2026-08-28
- **Last confirmed live:** 2026-09-06
- **Apply:** https://planful.com/jobs/careers-list/?gh_jid=8758667002

## 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-focused Solution Architect to join our Customer Success team. As a Customer Optimization Solution Architect, you will be an expert working with existing Planful customers evaluating their current business processes, use cases and application challenges, finance transformation goals, and technology needs. You will bring deep experience in financial performance management and a strong understanding of how EPM solutions support planning, budgeting, forecasting, consolidations, reporting, and analytics.

Planful is looking for a dynamic, high-energy professional with prior hands-on experience working with EPM tools and at least 3+ years of experience on EPM solutions and FP&A background. In this role, you will partner closely with Account Management, Customer Success, Support and other cross-functional teams to support existing customers reviewing the current architecture of their application.

## Requirements

- Strong finance background with at least 3+ years’ experience in FP&A and EPM tools.
- Ability to understand and explain both business and technical issues related to a customer’s proposed solution.
- A collaborative and customer centric mindset to help customers with their finance performance management.
- Highly organized, with the ability to manage multiple customer engagements and priorities simultaneously.
- Ability to deliver product demos and presentations to finance, accounting, and executive audiences.

## Responsibilities

- Lead conversation with customers to understand their ongoing challenges with existing setup and come up with optimal solutions.
- Maintain strong product competence by staying current on new product enhancements, best practices, and market trends across the EPM domain.
- Cross collaborates with internal teams, Customer Success, Account Management, Product and Engineering teams to support customers.
- Serves as an expert on Planful FP&A suite and shares best practices with customers around FP&A practices.
- Act as an escalation point for complex functional challenges, focusing on root cause analysis and long-term resolution
- Proactively identify risks, gaps, and opportunities, and provide actionable recommendations to improve outcomes
- Assess existing customer configurations and recommend enhancements aligned to current and future business needs

## 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
- Office hubs in Hyderabad and Indore. Employees also receive benefits such as a home office setup allowance, as well as monthly reimbursements for Wi-Fi and cell phone expenses.
- 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

## 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/)

## Other roles at Planful

- [Senior Content Marketing Manager](https://feeny.ai/job/senior-content-marketing-manager-planful-north-swqvvmjfe5bq) — North, United States
- [Campaign Manager](https://feeny.ai/job/campaign-manager-planful-north-47kstyr43cvs) — North, United States
- [Field Marketing and Events Manager](https://feeny.ai/job/field-marketing-and-events-manager-planful-north-xtcge44rg286) — North, United States
- [Jr. Recruiter/ Recruiting Coordinator](https://feeny.ai/job/jr-recruiter-recruiting-coordinator-planful-north-aj34g34q5q13) — North, United States
- [Principal Architect](https://feeny.ai/job/principal-architect-planful-north-fs1bvpgmc8f8) — North, United States
- [Senior Forward Deployed Engineer](https://feeny.ai/job/senior-forward-deployed-engineer-planful-north-vjeqppa319yc) — North, United States
- [Customer Success Advocate](https://feeny.ai/job/customer-success-advocate-planful-north-mzsjsjmsdxqr) — North, United States
- [Implementation Consultant](https://feeny.ai/job/implementation-consultant-planful-north-jdftapc77nmy) — North, United States