Job Description
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
We’re hiring an Instructional Designer to help build the learning content that turns Planful users into confident, capable customers. You’ll create the course guides, lab exercises, and certification assessments that make up our Academy catalog — and keep them accurate as the product evolves.
This role is equal parts craft and curiosity. The ideal candidate is a strong writer who can translate complex, technical workflows into clear, engaging learning content, and is eager to grow into new tools, subject matter, and formats as the team’s needs expand.
Requirements:
- 2-4 years of instructional design experience through professional work, internships, coursework, or portfolio projects.
- Comfort building eLearning content with Synthesia or the ability to learn new authoring tools quickly.
- Strong writing and editing skills, including the ability to translate complex, technical workflows into clear learning content.
- Bachelor’s degree or equivalent experience in Instructional Design, Education, or a related field.
- Comfortable managing multiple parallel projects against release-driven deadlines.
Responsibilities:
- Design and build customer-facing content — course guides, slide decks, quizzes, and certification assessments.
- Maintain and update existing course content as the product evolves, keeping the Academy catalog accurate and current.
- Build hands-on lab exercises and practical activities tied to product workflows.
- Partner with SMEs, product managers, and the training team to translate new features and releases into structured learning content.
- Support development of NASBA CPE-accredited on-demand courses for accounting and finance professionals.
- Use AI-powered tools to accelerate research, storyboarding, and course development.
- Opportunity to co-deliver webinars or office hours as product knowledge grows.
Why Planful
To foster the best in class work we’re so proud of, we’ve created a best in class culture, including:
- 2 Volunteer days per year, Birthday PTO, and quarterly company Wellness Days
- 3 months supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave and generous parental leave
- Talkspace access and mental health support
- Annual company-wide gatherings held in cities like San Diego, Denver, Palm Springs, and Vegas!
- 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 all employees, in-office or remote.
- 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
Pay Transparency Statement
At Planful our top priority is to support our employees and ensure each individual has access to equal growth opportunities. Pay decisions take into consideration the individual’s skillset, experience, knowledge, qualifications for the role, and specific work location.
Our salary band for this role is $90,000 - $100,000 CAD base pay per year, dependent on working location and experience. More details about our company benefits can be found here: https://planful.com/jobs/
