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 a Partner Success Manager on our team, you will play a pivotal role in driving the success of our partner ecosystem. You will lead and shape our partner recruiting engine as Planful expands our partner ecosystem in North America, EMEA and APAC. Your expertise will help us shape our partner enablement and onboarding strategy as we expand our partner ecosystem globally. This is a high impact, high visibility role that’s ideal for someone passionate about delivering value, influencing partner success, and contributing to a high growth environment.

Requirements

  • 5-7+ years of experience in customer or partner-facing roles such as onboarding, enablement, or customer success, ideally within high-growth SaaS environments.
  • A passion for delivering exceptional partner experiences and a deep understanding of how to drive product adoption and long-term value.
  • Proven track record of exceeding performance metrics and driving measurable success in partner or customer-facing roles.
  • Exceptional strategic thinking and problem-solving abilities, with experience setting and achieving customer success or enablement goals.
  • Ability to thrive in a fast-paced environment, manage multiple projects, and maintain a results-driven approach under pressure.
  • Outstanding written and verbal communication skills, with a demonstrated ability to build strong relationships across teams and partners.
  • Experience building out enablement programs in high-growth tech companies.
  • Passionate about new technologies and their transformative impact on business operations.
  • Experience with learning management systems (Skilljar and Workramp preferred but not required)
  • Experience in FP&A or selling into the office of the CFO is highly preferred.

Responsibilities

  • Architect and manage a dynamic onboarding framework and enablement platform for all Planful partners, ensuring they are equipped to succeed from day one.
  • Serve as the primary point of contact for partners throughout their journey, from recruiting through, onboarding through ongoing enablement, ensuring seamless experiences and maximum value delivery
  • Lead partner recruitment function and manage/mentor one Channel Business Development Representative, ensuring alignment with the overall partner strategy
  • Experience building and managing partner programs (partner tiering, badging programs and overall success programs)
  • Drive partner recruitment efforts, identifying and onboarding new partners to expand Planful’s global partner network.
  • Develop recruitment strategies in collaboration with the sales and channel teams, targeting high-potential partners aligned with Planful’s growth objectives.
  • Engage prospective partners, clearly articulating the value of Planful’s platform and how it can enhance their service offerings.
  • Nurture relationships with new partners, guiding them through the onboarding process to ensure long-term success and alignment with Planful’s vision.
  • Collaborate cross-functionally with internal enablement, training, and product teams to ensure a cohesive and cutting-edge enablement experience across the partner ecosystem.
  • Lead partner implementations, bootcamps, and continuous training initiatives to keep partners aligned with the latest Planful product innovations and capabilities.
  • Partner closely with channel managers to drive growth strategies, fostering a high-performance culture and scaling partnerships that fuel revenue growth.

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 base salary band for this role is $120,000 - 150,000 USD per year. More details about our company benefits can be found here: https://planful.com/jobs/

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