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 www.planful.com

About the role
This new role will enhance Product Operations and Program Management by supporting the Chief Product Officer and the Product Managers with key initiatives.

This role will support the Product Management team in collecting, analyzing, and presenting data on user behavior and purchasing trends within our SaaS product. These insights will inform data-driven decisions that enhance our product roadmap and help us achieve and exceed revenue and retention goals.

In this role, you'll also track the progress of product initiatives and champion product experience tools, including NPS surveys and user onboarding/walk-throughs. Operating within an Agile framework, you'll be key in coordinating and refining product reporting activities.

This is an exciting opportunity to work across functions, make a meaningful impact, and contribute to scaling our Product Operations and Reporting.

If you enjoy working across functions, have a passion for B2B software, and want to make a significant impact at your company, this may be the role for you.

Key Responsibilities
● Lead or assist in projects to improve the product team's tools and processes
● Drive consistency in internal and external communication
● Develop and maintain the weekly and quarterly status reporting and dashboards, including overall progress, sprint plans, release plans, blockers and other relevant launch information
● Introduce and lead a product scorecard initiative
● Coordinate and enhance product release activities, including status, timelines, early adopter programs, GTM readiness, product readiness and migration
● Analyze product data to provide insights and recommendations for strategic decision-making
● Own and manage product usage tools such as Pendo, Sumologic, Salesforce, SQL, and Reporting, delivering actionable insights to internal teams
● Serve as the team expert on Pendo, including:
○ Running the customer NPS program
○ Managing Pendo Guides and other product experience tools
○ Driving optimization of all Pendo features
● Build and maintain strong relationships with key stakeholders across the organization

Required Skills & Experience
● 4+ years of experience in a fast-paced, product-oriented environment
● Prior experience working in a product management role or at least very closely embedded within a product organization
● Proficiency in program management
● Experience in data analysis within a product environment, including aggregating data sources, generating insights, and reporting findings
● Familiarity with product usage analytics tools like Pendo or Google Analytics
● Excellent verbal and written communication, with the ability to influence and collaborate across functions
● Comfortable working with distributed teams across time zones
● Strong presentation skills and comfortable presenting to high level executives Preferred Additional Experience
● Ideally, prior financial domain experience
● Experience with onboarding/walk-through tools like Pendo or WalkMe
● Familiarity with NPS, CSAT & other user & customer satisfaction programs
● Experience participating in an Agile software development process

Key Behaviors
● Inquisitive – continuously seeking knowledge of the latest tools, technologies, standards, and practices.
● Customer-focused – has our customers front-of-mind and prioritizes how they will experience our product.
● Persistent – has the vision and patience to make progress on goals that might take a while to achieve
● Work-proud – internally motivated to consistently produce quality
● Collaborative – actively seeks to share learnings and solve problems cooperatively
● Pragmatic - able to adapt solutions to practical limitations without becoming demotivated
● Results-oriented – will work as part of the team and share in the joy of achievement
● Team player – puts team goals ahead of personal objectives

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 • 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