Program Manager

3 weeks ago


india Planful Full time

About Planful:


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


Why Join Planful?

Our team is full of highly experienced and passionate individuals who are dedicated to continuously making our product and technology the best in the financial planning space. Apart from working with fantastic people and customers every day we also have some awesome benefits too.


Role: Program Manager

Department: Customer Value Engineering (CVE)

Location: Hyderabad, India


Responsibilities:

• As a Program Manager, you will help run Planful’s refresh factory program to help Planful customers optimize their implementations to maximize adoption and value.

• Lead multiple projects and develop/ improve the methodology and processes for Planful customer implementation refreshes at scale.

• It is critical to build your Planful expertise by obtaining recognized Planful certifications.

• Mentor and manage implementation consultants with the Planful Refresh program

• Responsible for Refresh Program delivery:

o Act as the customer-facing lead resource for Refresh program delivery o Lead the client's business requirements discovery

o Define Project scope and objectives (SOW)

o Develop and manage detailed project schedules and work plans.

o Oversee the designing & building of the corresponding Planful applications

o Participate in the training to get the customer self-sufficient in using the solution

o Lead user acceptance testing plan and deployment

o Finalize project and team documentation

o Lead resources to scope and Integrate source software and migration solutions leveraging Planful Integration solutions (Native & Custom using APIs / Connectors)

o 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.


Required skills:

• Minimum 5 years of hands-on experience leading or participating in any Planful, Anaplan, Vena, Hyperion, Oracle PBCS, and Workday Adaptive projects, including implementations and upgrades focused on FP&A and Extended Planning use cases.

• 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

• Five years of project management or related experience.


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