Program Manager - Customer Value Engineering



Customer Service, Operations
Hyderabad, Telangana, India
Posted on Tuesday, April 2, 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 a Program Manager at Planful, you will help manage Planful’s refresh factory program and team of 2 direct reports to help Planful customers optimize their implementations to maximize adoption and value. Reporting to the Head of Customer Value Engineering, this person is a trusted business partner internally and externally to customers.


  • Lead a team of 2, managing multiple projects and developing/improving the methodology and processes for Planful customer implementation refreshes at scale.
  • Build your Planful expertise by obtaining recognized Planful certifications.
  • Hire, train, mentor, and manage implementation consultants with the Planful Refresh program.
  • Responsible for Refresh Program delivery:
    • Act as the customer-facing lead resource for Refresh program delivery
    • Lead the client's business requirements discovery
    • Define Project scope and objectives (SOW)
    • Develop and manage detailed project schedules and work plans.
    • Oversee the designing & building of the corresponding Planful applications
    • Participate in the training to get the customer self-sufficient in using the solution
    • Lead user acceptance testing plan and deployment
    • Finalize project and team documentation
    • Lead resources to scope and Integrate source software and migration solutions leveraging Planful Integration solutions (Native & Custom using APIs / Connectors)
    • Monitor progress and regularly update the stakeholders/ Planful Customer Champions leadership.
  • Staying current with the latest Planful best practices and monthly releases is essential.
  • Develop best practice and solution template assets for other customer resources across the organization.
  • Communicate with the Planful Product Management team about improvements we need in the products as we consult and develop solutions.


  • 5+ years of project management or related experience.
  • 3+ years of hands-on experience leading or participating in any projects within the FP&A competitive landscape, including implementations and upgrades focused on FP&A and Extended Planning use cases. [Planful experience preferred]
  • In-depth knowledge of Income, Balance Sheets, Cash Flow Statements, 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 highly desirable) is necessary.
  • Experience with SOAP/XML & RESTful architecture and their application
  • Working knowledge of Excel, SQL Server, and API implementation experience is preferred.
  • Excellent at building trusted relationships with a deep sense of empathy and a solution/growth mindset.
  • Skilled in building sophisticated systems and processes with the ability to explain them to the stakeholders in a consultative manner
  • Strong customer-facing skillset and fluency in English are a must
  • 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