Teams at Planful

Conduct qualitative and quantitative UX research with finance users, synthesize insights, and translate findings into user flows, wireframes, prototypes, and design-system-based solutions. Partner with Product, Engineering, Customer Success, and Support to improve complex SaaS workflows, validate designs, measure outcomes, maintain research repositories, and influence roadmap priorities. Contribute to pattern libraries and communicate research findings and design rationale to varied stakeholders.

Develop and manage customer marketing programs, including customer references, communities, newsletters, case studies, testimonials, and user groups. Collaborate with Sales, Marketing, and Customer Success to support commercial initiatives, analyze program ROI, manage customer rewards budgets, and encourage customer participation in technology reviews and analyst reports.

Analyzes sales, pipeline, revenue, productivity, forecasting, retention, expansion, pricing, and territory data to support GTM decision-making. Builds forecast models, reporting frameworks, executive presentations, and actionable insights while validating data across Salesforce, Clari, and business systems. Partners with Sales, Finance, Marketing, Customer Success, Deal Desk, IT, and Business Systems teams.