Customer Success Manager, India 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 Bose, Boston Red Sox, Five Guys, Grafton Plc, Gousto, and Specialized 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: As we embark on our 2025 expansion, Planful is seeking 2 to 5 years of experience a dynamic and experienced Founding Customer Success Manager (CSM) specializing in FP&A/Accounting to join our team in Hyderabad, India. As one of the first CSMs in this region, you will play a crucial role in ensuring our global customers realize the full value of Planful's innovative and ever-evolving solutions. Your expertise in FP&A and Accounting will drive successful customer onboarding, product adoption, and long-term satisfaction. You will serve as a trusted advisor and a key player in our customer retention strategy, ensuring that our solutions align with customers' financial planning needs. This is an exciting opportunity to be the trusted advisor for our global customers, ensuring they are fully leveraging our FP&A solutions to drive success in their financial planning and analysis processes. You’ll have the opportunity to own relationships, solve complex challenges, and make a real difference in their business outcomes. Responsibilities: Support and nurture long-term relationships with global customers, positioning yourself as a trusted advisor and product expert. Customer Retention: Provide outstanding service and guidance to ensure clients are maximizing the value of Planful, increasing satisfaction and reducing churn. Collaborative Problem-Solving: Partner with internal teams (Customer Success, renewals, training, product, support, sales) to resolve customer issues quickly and efficiently, providing excellent service at every touchpoint. Proactive Guidance: Develop customer specific understanding of their business objectives, use case and technical tools to provide insights and solutions that align with their objectives, helping them fully leverage the Planful platform. Data-Driven Insights: Use customer data and analytics to track engagement, identify risks, and create strategies to drive deeper product adoption and value realization. Establish Best Practices: Contribute to the development of scalable best practices for customer success at Planful India, supporting future growth. What You Bring to the Table FP&A/Accounting Expertise: Strong background in financial planning and analysis, accounting, or a related field, with experience in SaaS environments being a plus. Customer Success Experience: Demonstrated success in customer success, account management, or consulting roles, particularly with North America and EMEA-based clients. Technical Aptitude: Ability to understand and communicate complex software solutions related to FP&A and accounting processes. Global Mindset: Proven ability to work with international customers, understanding diverse cultural and business needs. Excellent Communication Skills: Strong written and verbal communication skills to effectively engage with stakeholders at all levels, including CFOs and finance teams. Problem Solver: Analytical skills and a proactive approach to resolving customer issues. Data-Driven Approach: Experience leveraging data to inform decision-making and customer success strategies. Entrepreneurial Spirit: Enthusiastic about building something new within a fast-paced, high-growth environment like Planful. Flexibility: Willingness to work in US hours to meet the needs of Planful’s global customer base. Education: Bachelor's degree in Finance, Accounting, Business Administration, or a related field, MBA or relevant certifications (e.g., CPA, CFA) are preferred, but by no means required. 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: 2 Volunteer days, Birthday PTO, and quarterly company Wellness Days 3 months' supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave Annual Planful Palooza, our in-person, company-wide culture kickoff - most recently held in Goa, India! Company-wide Mentorship program with Executive sponsorship of CFO and Manager-specific monthly training programs Employee Resource Groups such as Women of Planful, Parents of Planful, and many more. We encourage our teammates to bring their authentic selves to the team, and have full support in creating new ERGs & communities along the way. Show more Show less

Customer Success Manager, India 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 Bose, Boston Red Sox, Five Guys, Grafton Plc, Gousto, and Specialized 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: As we embark on our 2025 expansion, Planful is seeking 2 to 5 years of experience a dynamic and experienced Founding Customer Success Manager (CSM) specializing in FP&A/Accounting to join our team in Hyderabad, India. As one of the first CSMs in this region, you will play a crucial role in ensuring our global customers realize the full value of Planfuls innovative and ever-evolving solutions. Your expertise in FP&A and Accounting will drive successful customer onboarding, product adoption, and long-term satisfaction. You will serve as a trusted advisor and a key player in our customer retention strategy, ensuring that our solutions align with customers financial planning needs. This is an exciting opportunity to be the trusted advisor for our global customers, ensuring they are fully leveraging our FP&A solutions to drive success in their financial planning and analysis processes. You ll have the opportunity to own relationships, solve complex challenges, and make a real difference in their business outcomes. Responsibilities Support and nurture long-term relationships with global customers, positioning yourself as a trusted advisor and product expert. Customer Retention: Provide outstanding service and guidance to ensure clients are maximizing the value of Planful, increasing satisfaction and reducing churn. Collaborative Problem-Solving: Partner with internal teams (Customer Success, renewals, training, product, support, sales) to resolve customer issues quickly and efficiently, providing excellent service at every touchpoint. Proactive Guidance: Develop customer specific understanding of their business objectives, use case and technical tools to provide insights and solutions that align with their objectives, helping them fully leverage the Planful platform. Data-Driven Insights: Use customer data and analytics to track engagement, identify risks, and create strategies to drive deeper product adoption and value realization. Establish Best Practices: Contribute to the development of scalable best practices for customer success at Planful India, supporting future growth. What You Bring to the Table FP&A/Accounting Expertise: Strong background in financial planning and analysis, accounting, or a related field, with experience in SaaS environments being a plus. Customer Success Experience: Demonstrated success in customer success, account management, or consulting roles, particularly with North America and EMEA-based clients. Technical Aptitude: Ability to understand and communicate complex software solutions related to FP&A and accounting processes. Global Mindset: Proven ability to work with international customers, understanding diverse cultural and business needs. Excellent Communication Skills: Strong written and verbal communication skills to effectively engage with stakeholders at all levels, including CFOs and finance teams. Problem Solver: Analytical skills and a proactive approach to resolving customer issues. Data-Driven Approach: Experience leveraging data to inform decision-making and customer success strategies. Entrepreneurial Spirit: Enthusiastic about building something new within a fast-paced, high-growth environment like Planful. Flexibility: Willingness to work in US hours to meet the needs of Planful s global customer base. Education: Bachelors degree in Finance, Accounting, Business Administration, or a related field, MBA or relevant certifications (e.g., CPA, CFA) are preferred, but by no means required. 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: 2 Volunteer days, Birthday PTO, and quarterly company Wellness Days 3 months supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave Annual Planful Palooza, our in-person, company-wide culture kickoff - most recently held in Goa, India! Company-wide Mentorship program with Executive sponsorship of CFO and Manager-specific monthly training programs Employee Resource Groups such as Women of Planful, Parents of Planful, and many more. We encourage our teammates to bring their authentic selves to the team, and have full support in creating new ERGs & communities along the way

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 Bose, Boston Red Sox, Five Guys, Grafton Plc, Gousto, and Specialized 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 Planful is seeking an experienced Software Development Engineer II to join our team. In this role, you will be responsible for designing and developing high-quality software solutions that meet customer needs and drive business growth. You will work closely with product managers, engineers, and other stakeholders to deliver innovative solutions that help our customers achieve financial success. This is a great role for someone who is self-motivated, has passion for the latest developments in technology and loves delivering solutions to business problems. Responsibilities : You will be responsible for improving the performance and maintainability of existing code, by refactoring and optimizing certain components Designing and developing new features for our cloud-based financial planning and analysis platform Refactoring and optimizing existing code to improve performance and maintainability Testing and debugging software to ensure that it meets our high quality standards Mentoring and coaching junior engineers, helping them to develop their skills and grow in their careers Contributing to technical documentation, including specifications, design documents, and user manuals What you Bring to the Table : 3 to 6 years of experience in software development including Java 17, Spring frameworks with Strong Problem-Solving Skills Strong computer science fundamentals in object-oriented design, data structures, algorithm design, problem solving, and complexity analysis Proficient in modern web development technologies and techniques, including AJAX, HTML5, JavaScript, J-Query, CSS, Responsive Design, web services, etc. Strong experience in NoSQL , Mongodb, web server. Expertise in disparate technologies, typically ranging from front-end user interfaces through to back-end systems and points in between Experience with distributed (multi-tiered) systems, algorithms, and databases Experience leading design of complex software systems that have been successfully delivered to customers Proven skills to recognize and adopt best practices in software engineering architecture, Design, testing, version control, documentation, build, deployment, and operations. 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: 2 Volunteer days, Birthday PTO, and quarterly company Wellness Days 3 months supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave Annual Planful Palooza, our in-person, company-wide culture kickoff Company-wide Mentorship program with Executive sponsorship of CFO and Manager-specific monthly training programs Employee Resource Groups such as Women of Planful, LatinX at Planful, Parents of Planful, and many more. We encourage our teammates to bring their authentic selves to the team, and have full support in creating new ERGs & communities along the way. Show more Show less

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 www.planful.com About the role This new role will enhance Product Operations and Program Management by supporting the Chief Product Officer and the Product Managers with key initiatives. This role will support the Product Management team in collecting, analyzing, and presenting data on user behavior and purchasing trends within our SaaS product. These insights will inform data-driven decisions that enhance our product roadmap and help us achieve and exceed revenue and retention goals. In this role, youll also track the progress of product initiatives and champion product experience tools, including NPS surveys and user onboarding/walk-throughs. Operating within an Agile framework, youll be key in coordinating and refining product reporting activities. This is an exciting opportunity to work across functions, make a meaningful impact, and contribute to scaling our Product Operations and Reporting. If you enjoy working across functions, have a passion for B2B software, and want to make a significant impact at your company, this may be the role for you. Key Responsibilities Lead or assist in projects to improve the product teams tools and processes Drive consistency in internal and external communication Develop and maintain the weekly and quarterly status reporting and dashboards, including overall progress, sprint plans, release plans, blockers and other relevant launch information Introduce and lead a product scorecard initiative Coordinate and enhance product release activities, including status, timelines, early adopter programs, GTM readiness, product readiness and migration Analyze product data to provide insights and recommendations for strategic decision-making Own and manage product usage tools such as Pendo, Sumologic, Salesforce, SQL, and Reporting, delivering actionable insights to internal teams Serve as the team expert on Pendo, including: Running the customer NPS program Managing Pendo Guides and other product experience tools Driving optimization of all Pendo features Build and maintain strong relationships with key stakeholders across the organization Required Skills Experience 4+ years of experience in a fast-paced, product-oriented environment Prior experience working in a product management role or at least very closely embedded within a product organization Proficiency in program management Experience in data analysis within a product environment, including aggregating data sources, generating insights, and reporting findings Familiarity with product usage analytics tools like Pendo or Google Analytics Excellent verbal and written communication, with the ability to influence and collaborate across functions Comfortable working with distributed teams across time zones Strong presentation skills and comfortable presenting to high level executives Preferred Additional Experience Ideally, prior financial domain experience Experience with onboarding/walk-through tools like Pendo or WalkMe Familiarity with NPS, CSAT other user customer satisfaction programs Experience participating in an Agile software development process Key Behaviors Inquisitive - continuously seeking knowledge of the latest tools, technologies, standards, and practices. Customer-focused - has our customers front-of-mind and prioritizes how they will experience our product. Persistent - has the vision and patience to make progress on goals that might take a while to achieve Work-proud - internally motivated to consistently produce quality Collaborative - actively seeks to share learnings and solve problems cooperatively Pragmatic - able to adapt solutions to practical limitations without becoming demotivated Results-oriented - will work as part of the team and share in the joy of achievement Team player - puts team goals ahead of personal objectives 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: 2 Volunteer days, Birthday PTO, and quarterly company Wellness Days 3 months supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave Annual Planful Palooza, our in-person, company-wide culture kickoff Company-wide Mentorship program with Executive sponsorship of CFO and Manager specific monthly training programs Employee Resource Groups such as Women of Planful, LatinX at Planful, Parents of Planful, and many more. We encourage our teammates to bring their authentic selves to the team, and have full support in creating new ERGs communities along the way

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 www.planful.com About the role This new role will enhance Product Operations and Program Management by supporting the Chief Product Officer and the Product Managers with key initiatives. This role will support the Product Management team in collecting, analyzing, and presenting data on user behavior and purchasing trends within our SaaS product. These insights will inform data-driven decisions that enhance our product roadmap and help us achieve and exceed revenue and retention goals. In this role, you'll also track the progress of product initiatives and champion product experience tools, including NPS surveys and user onboarding/walk-throughs. Operating within an Agile framework, you'll be key in coordinating and refining product reporting activities. This is an exciting opportunity to work across functions, make a meaningful impact, and contribute to scaling our Product Operations and Reporting. If you enjoy working across functions, have a passion for B2B software, and want to make a significant impact at your company, this may be the role for you. Key Responsibilities Lead or assist in projects to improve the product team's tools and processes Drive consistency in internal and external communication Develop and maintain the weekly and quarterly status reporting and dashboards, including overall progress, sprint plans, release plans, blockers and other relevant launch information Introduce and lead a product scorecard initiative Coordinate and enhance product release activities, including status, timelines, early adopter programs, GTM readiness, product readiness and migration Analyze product data to provide insights and recommendations for strategic decision-making Own and manage product usage tools such as Pendo, Sumologic, Salesforce, SQL, and Reporting, delivering actionable insights to internal teams Serve as the team expert on Pendo, including: ○ Running the customer NPS program ○ Managing Pendo Guides And Other Product Experience Tools ○ Driving optimization of all Pendo features Build and maintain strong relationships with key stakeholders across the organization Required Skills & Experience 4+ years of experience in a fast-paced, product-oriented environment Prior experience working in a product management role or at least very closely embedded within a product organization Proficiency in program management Experience in data analysis within a product environment, including aggregating data sources, generating insights, and reporting findings Familiarity with product usage analytics tools like Pendo or Google Analytics Excellent verbal and written communication, with the ability to influence and collaborate across functions Comfortable working with distributed teams across time zones Strong presentation skills and comfortable presenting to high level executives Preferred Additional Experience Ideally, prior financial domain experience Experience with onboarding/walk-through tools like Pendo or WalkMe Familiarity with NPS, CSAT & other user & customer satisfaction programs Experience participating in an Agile software development process Key Behaviors Inquisitive – continuously seeking knowledge of the latest tools, technologies, standards, and practices. Customer-focused – has our customers front-of-mind and prioritizes how they will experience our product. Persistent – has the vision and patience to make progress on goals that might take a while to achieve Work-proud – internally motivated to consistently produce quality Collaborative – actively seeks to share learnings and solve problems cooperatively Pragmatic - able to adapt solutions to practical limitations without becoming demotivated Results-oriented – will work as part of the team and share in the joy of achievement Team player – puts team goals ahead of personal objectives 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: 2 Volunteer days, Birthday PTO, and quarterly company Wellness Days 3 months' supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave Annual Planful Palooza, our in-person, company-wide culture kickoff Company-wide Mentorship program with Executive sponsorship of CFO and Manager specific monthly training programs Employee Resource Groups such as Women of Planful, LatinX at Planful, Parents of Planful, and many more. We encourage our teammates to bring their authentic selves to the team, and have full support in creating new ERGs & communities along the way Show more Show less

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 Bose, Boston Red Sox, Five Guys, Grafton Plc, Gousto, and Specialized 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: We are looking for self-driven, self-motivated, and passionate technical experts who would love to join us in solving the hardest problems in the EPM space. If you are capable of diving deep into our tech stack to glean through memory allocations, floating point calculations, and data indexing (in addition to many others), come join us. Responsibilities You will be responsible for improving the performance and maintainability of existing code, by refactoring and optimizing certain components Designing and developing new features for our cloud-based financial planning and analysis platform Refactoring and optimizing existing code to improve performance and maintainability Testing and debugging software to ensure that it meets our high quality standards Mentoring and coaching junior engineers, helping them to develop their skills and grow in their careers Contributing to technical documentation, including specifications, design documents, and user manuals What you Bring to the Table 7-10 years of experience in software development including ASP.NET/C# with Strong Problem- Solving Skills Strong computer science fundamentals in object-oriented design, data structures, algorithms. Strong high and low level design skills along with a problem solving mindset. Proficient in modern web development technologies and techniques, including AJAX, HTML5, JavaScript, J-Query, AngularJS or ReactJS, CSS, Responsive Design, web services, SQL and/or No-Sql databases etc. Expertise in disparate technologies, typically ranging from front-end user interfaces through to back-end systems and points in between. Experience with distributed (multi-tiered) systems, algorithms, and databases. Proven skills to recognize and adopt best practices in software engineering architecture, design, testing, version control, documentation, build, deployment, and operations. Should be comfortable with providing high and low level work estimates. Engineering degree from premium institutes will be an added advantage. 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: 2 Volunteer days, Birthday PTO, and quarterly company Wellness Days 3 months supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave Annual Planful Palooza, our in-person, company-wide culture kickoff. Company-wide Mentorship program with Executive sponsorship of CFO and Manager-specific monthly training programs Employee Resource Groups such as Women of Planful, LatinX at Planful, Parents of Planful, and many more. We encourage our teammates to bring their authentic selves to the team, and have full support in creating new ERGs & communities along the way.

About Planful 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 Bose, Boston Red Sox, Five Guys, Grafton Plc, Gousto, and Specialized 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 We are looking for a passionate and detail-oriented Junior Web Developer to join our dynamic team. This role is ideal for someone with 1-2 years of hands-on experience in modern web technologies and a drive to learn and grow in a fast-paced development environment. Youll be working closely with designers, developers, and cross functional teams to build responsive, high-quality web experiences. The ideal candidate is a self-starter, a team player, and someone who thrives on crafting exceptional user interfaces. Join a creative and collaborative environment where you ll have opportunities to grow, receive mentorship, and explore new technologies while being part of a team that values quality, innovation, and continuous improvement. Key Responsibilities Develop responsive, accessible, and performance optimized websites using HTML5, CSS3, SCSS, Next.js, React JS, TypeScript and JavaScript. Expectation would be to start with maintenance initially and start learning to be a part of development team. Collaborate with designers and developers using Figma Convert mockups and wireframes into clean and maintainable code Participate in code reviews and follow version control practices with Git Adapt to evolving project requirements and priorities with a flexible mindset Work in a collaborative, agile team environment and contribute ideas and improvements Stay up-to-date with the latest web technologies and trends Required Skills and Qualifications 1-2 years of experience with HTML5, CSS3, SCSS, and JavaScript 1-2 years of experience working with Next.js and TypeScript Strong understanding of responsive web development Experience using Git for version control Excellent communication skills and ability to collaborate effectively Demonstrated passion for web development and eagerness to learn Nice to Have Skills Basic knowledge of GraphQL Familiarity with WordPress (hybrid/headless) Working knowledge of Tailwind CSS and React Awareness of Web Accessibility Standards (WCAG 2.1) Exposure to DevOps concepts/tools 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: 2 Volunteer days, Birthday PTO, and quarterly company Wellness Days 3 months supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave Annual Planful Palooza, our in-person, company-wide culture kickoff Company-wide Mentorship program with Executive sponsorship of CFO and Manager specific monthly training programs Employee Resource Groups such as Women of Planful, LatinX at Planful, Parents of Planful, and many more. We encourage our teammates to bring their authentic selves to the team, and have full support in creating new ERGs & communities along the way