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 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 a motivated and detail-oriented Partner Success Coordinator to support the execution and optimization of our growing partner program. This role plays a critical part in helping partners succeed by optimizing programming, managing communications, and developing resources that drive partner engagement, readiness, and performance.
The ideal candidate has strong organizational and communication skills, a passion for collaboration, and experience working cross-functionally with marketing, product, and go-to-market teams.
Responsibilities
Partner Program Operations
- Support the implementation and ongoing optimization of Planful’s Partner Program through content development, feedback gathering, and program logistics.
- Incorporate feedback from partners and Partner Account Managers (PAMs), and analyze partner engagement behavior to improve program structure and resources.
- Assist with maintaining and updating partner tier structures, referral processes, and program documentation.
Training & Resource Management
- Coordinate partner onboarding, training, and certification workflows using tools such as Impartner and WorkRamp.
- Work cross-functionality with training and support team to own the communication and distribution of training and sales content tailored to strategic partner types globally (e.g., GSIs, regional SIs, ISVs) and roles (sales, pre-sales, delivery).
- Work with Partner Solutions Architects to curate implementation toolkits, including templates, methodology overviews, and best-practice guides.
- Help to update a library of partner-facing content including:
- One-pagers and pitch decks
- Demo scripts and use cases
- Release notes and FAQs
- Competitive battlecards and joint value propositions
Engagement & Performance Tracking
- Track partner participation in onboarding and certification programs and report usage metrics to internal stakeholders.
- Coordinate with internal teams to capture qualitative feedback on partner performance and delivery quality.
- Support internal initiatives to recognize and share partner wins and success stories across Planful’s go-to-market teams.
Partner Communications & Marketing Support
- Manage ongoing partner communications such as the monthly partner newsletter, partner Slack community, and virtual town halls.
- Collaborate with product marketing to ensure timely distribution of product updates and feature release information to partners.
- Assist in coordinating partner participation in Planful-hosted webinars, in-person events, and co-marketing initiatives.
- Maintain partner-facing web content and contribute to the creation and upkeep of branded collateral such as program guides and event materials.
- Capture insights from community interactions and share with internal teams to guide partner program improvements.
Requirements
- 1-3 years of experience in a partner-facing or marketing role, preferably in a B2B SaaS environment.
- Strong project management and organizational skills.
- Excellent written and verbal communication skills.
- Familiarity with partner or customer learning platforms (e.g., WorkRamp, Impartner) is a plus.
- Experience coordinating cross-functional projects involving sales, marketing, and product stakeholders.
- Self-starter with a creative mindset and a passion for partner and customer success.
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 held in cities like San Diego, Palm Desert, and most recently - Nashville, Tennessee!
- Team-specific offsites in cities like New York, Sonoma, or our brand new HQ based in downtown San Francisco
- 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.
- 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
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 base salary band for this role is $80,000 - $87,000 CAD per year, depending on working location and experience. This position is eligible for bonus/commission and more details about our company benefits can be found here: https://planful.com/jobs/
