Solution Content Consultant

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 looking for a Solutions Content Consultant to join our Solutions Consulting team and provide operational consulting support to partners and customers. As a Solution Content Consultant, you will be a key player engaging with the Solutions Consultants and the broader GTM team to learn about challenges our prospects face, while helping them understand how the Planful application can solve these challenges and add value to their business. 

Requirements

• 2+ years related work experience; preferably a proven track record working with or working at an Enterprise Performance Management (EPM) vendor
• Finance, Accounting, or Business degree, or equivalent hands-on work experience in these fields
• Strong grasp of the types of financial applications that Planful implements, like Budgeting, Planning, Forecasting, Month-End Close, Financial Reporting, Financial Dashboards, Consolidations, FP&A etc.
• Advanced Excel skills – ability to create complex formulas, macros, and sophisticated formatting
• Ability to gather and understand prospect requirements; leveraging a consultative approach to convert those requirements into an effective POC
• Strong business acumen and understanding of multiple industries budgeting, forecasting, and reporting processes
• Readily available for urgent support needs with fast turnaround expectations to prevent Sales team demo disruptions
• Strong communication skills and a self-learner mindset; sense of initiative and perseverance to deliver high quality work within assigned timeframes

Responsibilities

• Create and process both internal Solutions team and external Partners tenant management tickets
  • Including demo, workshop, and proof-of-concept (POC) tenants cloning, migration, back-up, and related procedures
• Effectively communicate to both internal and external customers about tenant updates; including timing expectations and content changes
• Architect, create, refine and maintain Solutions team sales demo assets
• Ensure that sales demo content is aligned with the company Go-To-Market (GTM) packages and solutions
• Liaise with the Services, Partners, and Customer Success teams to incorporate customer requirements into sales demo content
• Liaise with the Product team to communicate sales product needs and to keep them informed of the Solutions team sales demo content
• Incorporate new product features into sales demo content and enable the Solutions Consultants (SC) on new product features
• Create and maintain all sales demo content design and architecture documentation
• Provide architecture and design support to the Solutions team
• Educate Solutions team on all sales demo assets; troubleshoot product and performance issues
• Work with Consultants to deconstruct a prospect’s business process and define the strategy for delivering an effective POC
• Build POCs that deliver the defined success criteria in a timely, complete, and high-quality fashion
  
  • Including demo script creation and walkthrough for the respective SC

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 $85,000 - $95,000 CAD 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/.