Project Manager, Professional Services

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

As Planful continues to grow and scale, we’re seeking a motivated and customer-focused Project Manager to guide clients through their onboarding and implementation journey. Reporting to the Sr. Director of Delivery Services, you’ll manage Planful implementation projects from kickoff to completion, ensuring on-time, on-budget delivery and a seamless customer experience.

You’ll serve as both a strategic advisor and hands-on project lead, collaborating closely with clients and internal teams to drive alignment, manage communication, and deliver measurable success. This role is ideal for a proactive, organized, and resourceful individual who thrives in a fast-paced, team-oriented environment. Travel up to 25% may be required.

Requirements

• 5+ years of experience managing complex enterprise software implementation projects.
• Proven success leading projects with multiple resources over extended durations (4+ months).
• Background in software or consulting environments; EPM or FP&A implementation experience is a plus.
• Strong organizational and time management skills with the ability to balance multiple priorities.
• Excellent communication and stakeholder management skills across all organizational levels.
• Demonstrated ownership mindset, driving accountability, transparency, and results.
• Confident, consultative approach with the ability to manage expectations and influence outcomes.
• Adaptable, collaborative, and comfortable working in a dynamic, fast-paced environment.
• PMP certification preferred.

Responsibilities

• Lead the full lifecycle of Planful implementation projects, from initiation through successful delivery and closure.
• Ensure each project is delivered on time, within scope, and within budget while maintaining a strong customer experience.
• Drive consistent communication and alignment across project stakeholders, both internal and external.
• Provide project governance and oversight, including detailed project planning, financial tracking, risk mitigation, and reporting.
• Identify and proactively manage risks, dependencies, and issues to keep projects on track.
• Facilitate regular project meetings, maintain documentation, and ensure timely updates on status and milestones.
• Act as the customer’s trusted advocate throughout implementation, ensuring goals and expectations are met.
• Partner cross-functionally to continuously improve delivery processes and contribute to the overall success of the Professional Services team.

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:

• Volunteer days, Birthday PTO, and company-wide Wellness Days
• Supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave
• Team off-sites in exciting destinations like New York, Sonoma, Nashville, Palm Springs, and our San Francisco headquarters
• 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 remote employees
• Join Employee Resource Groups like Women of Planful, Parents of Planful, and more. We celebrate individuality and encourage teammates to bring their authentic selves to work – with full support for creating new ERGs and communities along the way
• Participate in People Programs that foster connection and wellbeing, such as Movember, Summer Wellness, Breast Cancer Awareness Month, and 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 $100,000 – $125,000 USD per year, depending on experience and location. This position is also eligible for bonus or commission. You can learn more about our benefits https://planful.com/jobs/.