Implementation Consultant - Customer Value Engineering



Customer Service
Hyderabad, Telangana, India
Posted on Friday, March 29, 2024

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 1,300 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

About the role

As an Implementation Consultant at Planful, you will help our customers solve problems and optimize challenges within their Planful implementations. This person is collaborative, strategic, thoughtful and can work as a true and trusted business partner internally as well as interfacing externally with customers. The Implementation Consultant will build their Planful expertise by obtaining recognized certifications and working closely with Planful Solution Architects.


  • Implement/optimize clients Planful implementation to maximize the adoption and the value of their investment
  • Work with customers to transform their existing solutions into sophisticated solutions that address their pain points and provide value to their business:
    • Assist in defining the client's business requirements & document them
    • Responsible for designing & building the corresponding Planful applications
    • Responsible for training & co-building with the customer so they are self-sufficient in using the solution
    • Participate in user acceptance testing and deployment
    • Contribute to project and team documentation
    • Integrate source software and build required migration solutions leveraging Planful Integrations (Native & Custom using APIs / Connectors)
  • Should be knowledgeable of implementation best practices and follow them for all related projects.
  • Assist with developing best practice and solution template assets for other customer resources across the organization.


  • 3+ years experience with Planning and Analytics software, digital transformation, or cloud-based analytics solutions. Planful experience is preferred, but not required.
  • Working knowledge of income, balance sheet, cash flow statement, budgeting, forecasting, and month-end Close processes is a must.
  • Hands-on experience in leading or participating in data integration projects utilizing enterprise-grade ETL tools (Boomi experience is highly desirable) is strongly preferred.
  • Knowledge and experience defining Integration API/WS specifications, creating data maps, and the associated data flows / implementation patterns.
  • Experience with SOAP/XML & RESTful architecture and their application
  • Working knowledge of Excel, SQL Server, and API implementation experience is preferred.
  • Excellent client-facing skills, fluency in English, and the ability to manage multiple tasks simultaneously are a must.
  • Skilled in building sophisticated systems and processes with the ability to explain them to the stakeholders in a consultative manner
  • Master's degree in computer science, business, or a related field (Accounting and Finance - Degree preferred)

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 - most recently held in Goa, India!
  • 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