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’s award-winning AI capabilities accelerate decision-making, helping Planful users in over 100 countries to close faster, accelerate cycle times, increase productivity, and improve accuracy. Planful is a private company with more than 1,500 customers, including Bose, Boston Red Sox, Five Guys, Grafton Plc, Gousto, and Specialized, and is backed by Vector Capital, a leading global private equity firm. Learn more at Planful.com.
About the role
Planful is seeking a full-time Product Manager, Planning to join our world-class product team. Reporting to the SVP of Product, this individual will own the roadmap and execution for Planful’s dynamic planning capabilities—driving continuous, connected, and AI-powered planning experiences for finance and operations teams across the enterprise. The right candidate combines deep domain knowledge in financial and operational planning with a passion for building intelligent, modern software. You will be responsible for gathering requirements, translating them into actionable stories, and delivering high-quality products to the enterprise performance management market. If you want to move fast, shape the future of AI-forward planning software, and make a real impact—this is the role for you.
Responsibilities
- Define and own the product roadmap for Planful’s dynamic planning capabilities and set engineering priorities accordingly.
- Write and share clear functional specifications, user stories, and acceptance criteria with development, QA, and UX teams.
- Design and champion intuitive new planning functionality in close partnership with engineering and UX teams, ensuring an exceptional user experience for finance and operations users.
- Evangelize product vision, planning strategy, and AI capabilities to customers, partners, prospects, and internal stakeholders including Sales, Marketing, and Customer Success.
- Integrate AI capabilities into the planning product—including predictive analytics, intelligent scenario modeling, anomaly detection, and natural language interfaces—to deliver an AI-forward user experience.
- Leverage AI tools and techniques personally to accelerate research, synthesis, prototyping, and requirements development workflows.
- Analyze the competitive landscape for planning and FP&A solutions and define differentiated requirements that advance Planful’s market position.
- Evaluate product performance and feature utility with internal stakeholders (support, services, sales) and external stakeholders (customers, partners, analysts).
- Lead research and discovery in areas of innovation, including AI-driven planning automation, rolling forecasts, scenario planning, and workforce/operational planning.
- Define and refine the data model and calculation layer requirements to support flexible, multi-dimensional planning across finance and operations.
- Partner with the broader product team to ensure coherent integration between planning, reporting, consolidation, and analytics capabilities within the Planful platform.
Requirements
- 3–5+ years of experience as a Product Manager, Program Manager, or consultant with enterprise software, preferably in FP&A, CPM, EPM, or related planning and analytics domains.
- Deep domain knowledge in financial planning, budgeting, forecasting, and operational planning—ideally with hands-on experience as a user, implementation consultant, or PM of planning software.
- Demonstrated experience incorporating or working alongside AI/ML ca…