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 1,500 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 planful.com.

About the role

As we continue to expand through record-breaking growth and build on the recent opening of our San Francisco headquarters, we’re looking for a versatile and proactive individual to join our team as an Office Manager & Executive Assistant.

The ideal candidate will spearhead our HQ's office management while supporting certain members of our Executive team. Responsibilities include assisting in the administration of office operations, full ownership of company cultural programs, support with event planning, implementing and maintaining office administrative systems, and executing large and small-scale tasks while ensuring the smooth running of the office on a day-to-day basis. You’ll be the first face a new guest or office goer sees, and manage all the behind-the-scenes details to ensure an incredible office experience. The role requires ownership and flexibility to take action and be proactive between tasks and responsibilities.

In addition to managing our office space, you will support ~2 Executive team members. You will work cross-functionally with all teams across the company and this is a rare opportunity to meaningfully contribute to the executive operations and overall growth of the team. This role will be ideal for someone who enjoys navigating ambiguity, runs towards challenges, and enjoys the dynamic nature of a fast-moving startup. To be successful in this role, you will need to be extremely well-organized, have strong time management and communication skills especially when navigating competing priorities, and be a proactive self-starter.

You will work cross-functionally with all teams across the company and this is a rare opportunity to meaningfully contribute to the executive operations and overall growth of the team.

*This is a full-time position requiring in-person work based out of our San Francisco office 3 days/week.

Responsibilities

• Proactively manage, assess and predict the day-to-day needs of the executives to ensure they are prepared and organized for all internal and external meetings and events.
• Seamlessly manage email coordination, calendar scheduling, travel, expense reporting, and a wide variety of priorities for the Leadership Team members where necessary

• Take full ownership of the People Programs function. This includes coming up with fresh, new ideas to continue creating a best-in-class culture for our employees. Develop and implement company cultural programs that foster a positive, engaging, and high-performing workplace.
• Attend key internal Leadership Team meetings to take notes, capture action items, and help the team stay organized
• Resolve conflicting time demands to ensure a seamless schedule based on business priorities
• Handle confidential information and communications tactfully, with efficiency and attention to details
• Act as a gatekeeper for the leadership team to ensure their time spend aligns to priorities
• Front of house ownership to welcome all office guests

• Manage incoming mail and outgoing deliveries
• HR file scanning and documentation
• Kitchen maintenance of coffee machines, snack and drink stocking, inventory management, dishwasher loading, and catering management for weekly menu creation for company-sponsored lunch
• Building management collaboration with third party support (order badges, register visitors, vendor management forms)
• Janitorial collaboration with third party support (manage platform responsible for electrical, building and janitorial needs)
• Event management setup, decor, post-event cleanup, registration, and more

What You Bring to the Table

• Detail-oriented, self-starter mentality
• Ability to anticipate needs and proactively propose/execute solutions
• Strong communication skills with the ability to confidently interface with team members at all levels
• Experience and comfort with managing multiple tasks and projects independently with minimal supervision
• A strong work ethic: “No task is too big or small”
• A quick learner mentality - you’re hungry to take on new challenges
• A professional and approachable demeanor
• Proficiency with Google Suite and comfort with learning new technology
• Able to enthusiastically work within constantly changing priorities and remain flexible

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 held in cities like San Diego, Denver, and most recently - Palm Desert, California!
• Team-specific offsites in cities like New York, Sonoma, or our brand new HQ based in downtown San Francisco
• 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.
• 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

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 $65,000 - $80,000 USD per year, dependent on working location and experience. More details about our company benefits can be found here: https://planful.com/jobs/