# Implementation Consultant at Planful

> Remote · North America · Unspecified · Other · open. Source: https://alderhq.app/jobs/greenhouse%3Ahostanalytics%3A8507480002 (read 2026-11-10).

## Facts (observed)

- Company: [Planful](https://alderhq.app/companies/planful)
- Location text: Remote, North America; Remote (North America)
- Where it can be done from (inferred): Remote · North America (evidence: "Remote role open worldwide")
- Posted: 2026-04-14 (209 days ago)
- First seen by alder: 2026-11-07 · last verified: 2026-11-08
- Reposted: 0 times · edited: 0 times
- Apply on the employer's site: https://planful.com/jobs/careers-list/?gh_jid=8507480002

## Pay and sponsorship

- Posted pay: not posted

## Description (the employer's text)

### 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

The Implementation Consultant plays a critical role in delivering exceptional customer outcomes during the onboarding and deployment of the Planful platform. Reporting to the Director of Delivery Services, this role sits at the heart of the customer journey, translating customer business requirements into scalable, high-quality solutions while reinforcing trust, adoption, and long-term value.

This role requires a blend of technical aptitude, financial acumen, and consultative customer engagement. Successful Implementation Consultants operate as trusted advisors, balancing best practices with customer-specific needs, while partnering closely with internal teams to ensure delivery excellence, predictable outcomes, and customer satisfaction.

### Requirements

- 3+ years of hands-on experience in Accounting, Finance, FP&A, or related domains.
- Prior consulting or professional services experience, ideally in SaaS or enterprise software.
- Experience implementing financial systems, EPM/FPM platforms, or complex business applications is strongly preferred.
- Strong consultative mindset with the ability to balance customer needs and product best practices.
- Proven ability to communicate effectively with both technical teams and senior-level customer executives.
- Comfortable delivering a thoughtful, professional “consultative no” when needed to protect customer outcomes.
- Ability to ramp quickly on new technologies in a high-growth, evolving environment.
- Collaborative team player with the ability to work independently and manage multiple priorities.
- Adaptable to diverse customers, industries, and project teams.
### Responsibilities

- Assist with implementations of the Planful Financial Performance Management Suite, from design through go-live.
- Collaborate with customers to understand their financial processes and translate those requirements into effective, scalable Planful solutions.
- Guide customers toward best practices while thoughtfully challenging requirements that could limit long-term value or scalability.
- Ensure high-quality configuration, testing, validation, and rollout of the solution to drive adoption and measurable outcomes.
- Execute project deliverables in alignment with Planful’s Services methodology, contributing to continuous improvement of delivery standards and tools.
- Manage scope, timelines, and risks to ensure predictable, on-time project delivery.
- Drive services performance metrics, including customer satisfaction, utilization, and project margin.
- Lead customer and partner enablement sessions, including training, knowledge transfer, and post-implementation handoff.
- Build strong relationships with customer stakeholders, including finance leaders and senior executives.
- Serve as a cross-functional partner to Sales, Customer Success, and Product teams to ensure a seamless customer experience.
- Provide feedback from the field to inform product enhancements, services offerings, and customer experience initiatives.
### Why Planful

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 and generous parental leave
- Talkspace access and mental health support
- Annual company-wide gatherings held in cities like San Diego, Denver, Palm Springs, and Vegas!

---
Data: alder (https://alderhq.app). Cite https://alderhq.app/jobs/greenhouse%3Ahostanalytics%3A8507480002 and the date you read it. Observed facts come from the employer's own listing; location reach, level, family and skills are inferences.