---
title: 'Sr. Partner Delivery Coordinator at Planful'
canonical: 'https://feeny.ai/job/sr-partner-delivery-coordinator-planful-north-krpx52wf9j00'
type: 'job'
last_seen: '2026-10-18'
---

# Sr. Partner Delivery Coordinator at Planful

- **Company:** Planful
- **Location:** North, United States
- **Work type:** remote
- **Posted:** 2026-09-22
- **Last confirmed live:** 2026-10-18
- **Apply:** https://planful.com/jobs/careers-list/?gh_jid=8832163002

## 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's implementation partners extend our delivery capacity and are often the face of Planful to new customers. The Sr. Partner Delivery  Coordinator  owns the day-to-day operating rhythm behind that ecosystem,tracking partner-led implementation projects, keeping delivery quality high, and acting as the connective tissue between partner firms and Planful's internal teams.

This is a hands-on, execution focused role for someone who likes bringing order to a lot of moving parts. You'll spend your days in project trackers, partner conversations, and cross-functional standups, and you'll be the person who knows the real status of every partner project.

## Responsibilities

Project Tracking & Reporting

- Maintain the partner project tracker as the single source of truth: stage, health, ARR, milestone dates, and project age across all active partner-led implementations
- Build and refresh recurring partner performance reporting — project counts by stage, risk distribution, signed-contract ARR by quarter, and partner-versus-Planful delivery benchmarks
- Prepare materials for partner QBRs and internal pipeline and delivery reviews
- Flag data gaps and chase partners and internal owners for accurate, timely updates

Delivery Quality & Escalations

- Run regular project health checks and surface at-risk implementations before they become customer problems
- Coordinate escalation response: assemble the facts, convene the right people, track mitigation actions to closure, and close the loop with stakeholders
- Track root causes and recurring failure patterns, and feed them back into enablement content and partner coaching
- Monitor adherence to Planful's implementation methodology and deliverable standards

Partner Onboarding & Certification

- Collaborate with the Partner Enablement team on new partner onboarding, helping ensure all readiness areas are addressed
- Support certification tracking across partner firms, working with Partner Enablement to surface coverage gaps and keep partners moving toward certification targets
- Help coordinate partner training sessions and office hours, and partner with the team to keep enablement current as the product evolves

Cross-Functional Coordination

- Serve as the day-to-day operational contact for partner delivery leads and project managers
- Partner closely with Professional Services on methodology, resourcing, and handoffs; with Sales on scoping and partner assignment; and with Customer Success on post-go-live transitions
- Translate between partner-side and Planful-side processes so nothing falls through the cracks
- Contribute to process improvements that reduce friction in the partner delivery model

## Requirements

- 3–5 years in partner enablement, professional services operations, project coordination or PMO, channel operations, or implementation delivery — ideally in B2B SaaS
- Demonstrated ownership of project tracking and reporting for a portfolio of concurrent projects
- Strong Excel and Google Sheets skills; comfortable building and maintaining reporting from imperfect source data
- Excellent written and verbal communication — you can brief an executive and coordinate with a partner consultant in the same hour
- Proven ability to drive action across teams you don't manage, including with external organizations
- Highly organized and self-directed, with sound judgment about what needs escalating and what you can resolve
- Experience in the EPM, FP&A, CPM, or finance-technology space
- Familiarity with Salesforce, project management tooling (Smartsheet, Asana, Jira, or similar), and BI or reporting tools
- Background working with or inside systems integrators or consulting partners
- Exposure to enablement content development or partner certification programs
- PMP, CAPM, or equivalent project management coursework

## 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 salary band for this role is $80,000–$100,000 USD OTE per year, depending 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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