Solution Architect

About Us

Planful is the pioneer of financial performance management cloud software. The Planful platform helps businesses drive peak financial performance and is used around the globe to streamline planning, budgeting, consolidations, reporting, and analytics. Planful’s award‑winning AI capabilities accelerate decision‑making, helping users in over 100 countries close faster, accelerate cycle times, increase productivity, and improve accuracy. The private company serves more than 1,500 customers—including Bose, the Boston Red Sox, Five Guys, Grafton Plc, Gousto, and Specialized—and is backed by Vector Capital, a leading global private‑equity firm.

About the Role

Planful is looking for a motivated Solution Architect to join our Delivery Services team. You will be the functional lead on implementation projects, responsible for customer‑specific application design and providing oversight during configuration, testing, knowledge transfer, and rollout activities.

Responsibilities

Assess and optimize existing implementations / builds of Planful’s Financial Performance Management Suite.

Manage multiple customer consultations and projects focused on planning, close management, and reporting processes.

Facilitate discovery and design sessions with clients to assess business requirements.

Develop in‑depth knowledge of key accounts through ongoing engagement, projects / initiatives, and partnership with the Customer Success team.

Analyze existing client financial planning and reporting processes to determine how these models will work best within the solution.

Provide best‑practice recommendations and solutions to ensure clients are utilizing Planful with current, optimized methods.

Provide escalation support and leadership to diagnose and resolve issues at a systemic / root cause.

Be a trusted advisor and subject‑matter expert to clients in areas such as change management, business process design and redesign, process improvements, and analytics.

Participate in User Conference, delivering presentations about industry‑leading solutions.

What you Bring to the Table

3‑5+ years of accounting or FP&A experience, focusing on financial reporting, budgeting, and / or close management.

Hands‑on experience with financial reporting and budgeting.

Experience managing and / or implementing financial management software.

Executive presence to interact with senior‑level executives.

Customer‑centric with a strong sense of urgency for customer care.

Strong project‑management, problem‑solving, and analytical skills.

Extremely organized, detail‑oriented, and able to manage multiple projects simultaneously.

Why Planful

Volunteer days, birthday PTO, and company‑wide wellness days.

Supply of diapers and meal deliveries for the first month of maternity / paternity leave.

Team off‑sites in exciting destinations such as New York, Sonoma, Nashville, Palm Springs, and the San Francisco headquarters.

Office hubs in San Francisco, Toronto, and London, plus benefits such as home‑office setup, monthly Wi‑Fi, and cell‑phone reimbursements for remote employees.

Employee Resource Groups (Women of Planful, Parents of Planful, etc.) that celebrate individuality and encourage teammates to bring their authentic selves to work.

People programs fostering connection and wellbeing—Movember, summer wellness, Breast Cancer Awareness Month, Hispanic Heritage Month.

Pay Transparency Statement

At Planful, our top priority is supporting our employees and ensuring everyone has access to equal growth opportunities. Compensation decisions are based on each individual's skills, experience, qualifications, and work location. The base salary range for this role is $90,000–$100,000 USD per year, depending on experience and location. This position is also eligible for bonus or commission.

Senior Details

Seniority level : Mid‑Senior level

Employment type : Full‑time

Job function : Engineering and Information Technology

Industries : Software Development

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