Vice President, Professional Services



Sales & Business Development
Canada · Remote
Posted on Saturday, May 25, 2024

About Us

Planful is the pioneer of financial performance management cloud software. The Planful platform 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 Boston Red Sox, Bose, 23andMe, Zappos, and Five Guys rely on Planful to accelerate their 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 the Vice President of Professional Services at Planful, you will play a crucial role in ensuring the successful delivery of Planful's solutions to customers, globally. You will be responsible for leading a team of implementation leaders, overseeing the delivery of customer implementations, and working closely with the sales team to identify and deliver solutions that meet customer needs.

You will also have the opportunity to work with a wide range of customers across various industries and geographies, giving you exposure to diverse business challenges and opportunities. Overall, this role offers a unique opportunity to make a significant impact on the success of Planful's customers and the company as a whole.


  • Oversee a team of professional services leaders to ensure the successful delivery of customer implementations.
  • Foster a culture of teamwork, collaboration, and a customer-focused mindset within the Professional Services organization.
  • Ensure the team has the necessary resources, tools, and training to deliver exceptional customer experiences.
  • Oversee the delivery of customer implementations, ensuring that they are completed on time, within budget, and to the customer's satisfaction.
  • Ensure project timelines, budgets, and resource allocation to projects are managed appropriately and aligned to expectations and best practices.
  • Ensure appropriate project health is tracked, managed and communicated.
  • Develop and implement strategies to drive customer satisfaction and long term retention, including identifying upsell and cross-sell opportunities.
  • Work closely with the sales team to support new business opportunities and develop proposals and presentations for customers.
  • Partner with customer leaders to understand their business challenges and develop customized solutions that meet their needs.
  • Engagement with product and engineering teams when additional support is required to deliver a customer solution successfully.
  • Collaborate with other internal teams, including sales, marketing, and customer success, to ensure alignment and coordination across the organization.
  • Establish and maintain processes and best practices for the Professional Services organization.
  • Continuously evaluate and improve processes to ensure efficiency and effectiveness.
  • Stay up-to-date with industry trends and best practices and incorporate them into the organization's operations and strategies.
  • Align closely with the partner organization and support partner deliveries and escalations, as well as support implementation bootcamps to facilitate successful partner onboarding efforts.

What You Bring to the Table

  • Experience in second line leadership, managing global professional service teams.
  • Accounting or FP&A technology experience focusing on financial reporting and budgeting and /or close management.
  • Experience in leading and delivering successful customer implementations.
  • Ability to manage a P&L for a Professional Services business.
  • Excellent problem-solving and decision-making skills.
  • Detail-oriented with the ability to roll your sleeves up to understand and resolve customer delivery challenges.
  • Deep understanding of customer needs and challenges, with a proven ability to develop and deliver customized solutions that meet their needs.
  • Strong customer relationship management skills at the most senior levels with a focus on driving customer satisfaction, retention, and revenue growth.
  • Ability to work collaboratively with other internal teams, including sales, marketing, engineering, and customer success.
  • Excellent communication skills with the ability to present complex technical concepts to both technical and non-technical audiences.
  • Ability to represent the Professional Services organization in cross-functional meetings and presentations.
  • A mindset of continuous improvement, with experience in establishing and maintaining processes and best practices for a professional services organization.
  • Ability to stay up-to-date with industry trends and best practices and incorporate them into the organization's processes and strategies.
  • Strong analytical and data-driven decision-making skills.

Additional Preferred Qualifications

  • PMP (Project Management Professional) or other relevant project management certification.
  • Strong presentation skills and the ability to effectively communicate with executive-level stakeholders.
  • Experience with Agile and/or Waterfall methodologies for software development and project management.
  • Familiarity with cloud infrastructure platforms such as AWS, Azure, or Google Cloud Platform.
  • Demonstrated success in implementing process improvements to drive operational efficiency and increase customer satisfaction.
  • Experience in building and scaling a professional services organization in a high-growth environment.
  • Strong strategic thinking and problem-solving skills, with a focus on driving business outcomes for both the customer and Planful.

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 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
  • Annual Planful Palooza, our in-person, company-wide culture kickoff held in cities like San Diego, Denver, Austin, and most recently Palm Beach
  • Team-specific off-sites in cities like New York, Sonoma, or our brand new HQ based in downtown San Francisco
  • Remote first culture with benefits such as home office setup, and monthly wifi and cell phone reimbursements
  • Company-wide Mentorship program with Executive sponsorship of CFO and Manager-specific monthly training programs
  • Employee Resource Groups such as Women of Planful, LatinX at 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 starting base salary for this role is $180,000 CAD. As a part of this role, you are also eligible for bonus, equity, benefits, and wellbeing resources. More details about our company benefits can be found here: