Technical Customer Account Manager
Planful
About this role
Planful is seeking a Technical Customer Account Manager to support global clients in adopting new features, manage user accounts, and ensure high customer satisfaction. The role involves communicating product features, leading training sessions, and maintaining strong relationships.
Skills
About Planful
planful.comPlanful is a cloud-based financial planning and performance management platform that helps finance teams plan, forecast, consolidate, and report with greater speed and accuracy. It combines budgeting, scenario modeling, close automation, and AI-powered, explainable analytics to deliver trusted insights for better decision-making. Built for secure, collaborative workflows, Planful integrates with ERP and business data sources to automate processes, shorten close cycles, and surface actionable recommendations. Finance and operational leaders use it to improve agility, visibility, and overall financial performance.
Recent company news
DiginomicaSafety first as insurance firm Safety National adopts Planful for FP&A
1 month ago
PR NewswirePlanful Appoints Richard Parke as Chief Customer Officer
Nov 17, 2025
Enterprise TimesPlanful sees change of leadership with John Herr becoming CEO -
Oct 7, 2025
GlobeNewswirePlanful Announces John Herr as Chief Executive Officer
Oct 6, 2025
Enterprise TimesPlanful announces Richard Parke as Chief Customer Officer -
Nov 18, 2025
About Planful
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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