Vice President of Professional Services

1 week ago

Redwood City, California, United States Planful Full time
About Us

Planful is a pioneering financial performance management cloud software company that empowers finance, accounting, and business users to plan confidently, close faster, and report accurately. With over 1,300 customers worldwide, including prominent brands like Boston Red Sox, Bose, and Zappos, Planful has established itself as a trusted partner for businesses seeking to streamline their financial planning, budgeting, and reporting processes.

About the Role

We are seeking an exceptional Vice President of Professional Services to join our team at Planful. As a key member of our leadership team, you will play a crucial role in ensuring the successful delivery of our solutions to customers globally. Your primary responsibility will be to lead a team of implementation leaders, overseeing the delivery of customer implementations and working closely with our sales team to identify and deliver solutions that meet customer needs.

Responsibilities
  1. Oversee a team of professional services leaders to ensure the successful delivery of customer implementations.
  2. Foster a culture of teamwork, collaboration, and customer-focused mindset within the Professional Services organization.
  3. Ensure the team has the necessary resources, tools, and training to deliver exceptional customer experiences.
  4. Oversee the delivery of customer implementations, ensuring they are completed on time, within budget, and to the customer's satisfaction.
  5. Ensure project timelines, budgets, and resource allocation to projects are managed appropriately and aligned to expectations and best practices.
  6. Ensure appropriate project health is tracked, managed, and communicated.
  7. Develop and implement strategies to drive customer satisfaction and long-term retention, including identifying upsell and cross-sell opportunities.
  8. Work closely with the sales team to support new business opportunities and develop proposals and presentations for customers.
  9. Partner with customer leaders to understand their business challenges and develop customized solutions that meet their needs.
  10. Engage with product and engineering teams when additional support is required to deliver a customer solution successfully.
  11. Collaborate with other internal teams, including sales, marketing, and customer success, to ensure alignment and coordination across the organization.
  12. Establish and maintain processes and best practices for the Professional Services organization.
  13. Continuously evaluate and improve processes to ensure efficiency and effectiveness.
  14. Stay up-to-date with industry trends and best practices and incorporate them into the organization's operations and strategies.
  15. Align closely with the partner organization and support partner deliveries and escalations, as well as support implementation bootcamps to facilitate successful partner onboarding efforts.
What You Bring to the Table
  1. Experience in second-line leadership, managing global professional service teams.
  2. Accounting or FP&A technology experience focusing on financial reporting and budgeting and/or close management.
  3. Experience in leading and delivering successful customer implementations.
  4. Ability to manage a P&L for a Professional Services business.
  5. Excellent problem-solving and decision-making skills.
  6. Detail-oriented with the ability to roll your sleeves up to understand and resolve customer delivery challenges.
  7. Deep understanding of customer needs and challenges, with a proven ability to develop and deliver customized solutions that meet their needs.
  8. Strong customer relationship management skills at the most senior levels with a focus on driving customer satisfaction, retention, and revenue growth.
  9. Ability to work collaboratively with other internal teams, including sales, marketing, engineering, and customer success.
  10. Excellent communication skills with the ability to present complex technical concepts to both technical and non-technical audiences.
  11. Ability to represent the Professional Services organization in cross-functional meetings and presentations.
  12. A mindset of continuous improvement, with experience in establishing and maintaining processes and best practices for a professional services organization.
  13. Ability to stay up-to-date with industry trends and best practices and incorporate them into the organization's processes and strategies.
  14. Strong analytical and data-driven decision-making skills.
Additional Preferred Qualifications
  1. PMP (Project Management Professional) or other relevant project management certification.
  2. Strong presentation skills and the ability to effectively communicate with executive-level stakeholders.
  3. Experience with Agile and/or Waterfall methodologies for software development and project management.
  4. Familiarity with cloud infrastructure platforms such as AWS, Azure, or Google Cloud Platform.
  5. Demonstrated success in implementing process improvements to drive operational efficiency and increase customer satisfaction.
  6. Experience in building and scaling a professional services organization in a high-growth environment.
  7. Strong strategic thinking and problem-solving skills, with a focus on driving business outcomes for both the customer and Planful.
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 per year, Birthday P&L, 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, Denver, Austin, and most recently Palm Beach
  • Team-specific off-sites in cities like New York, Sonoma, or our brand-new HQ based in downtown San Francisco
  • Remote-first culture with benefits such as home office setup, and monthly wifi and cell phone reimbursements
  • 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
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 starting base salary for this role is $180,000 USD. As a part of this role, you are also eligible for bonus, equity, benefits, and wellbeing resources. More details about our company benefits can be found here:

  • Vice President of Professional Services

    5 days ago

    Redwood City, California, United States Planful Full time

    About UsPlanful is a pioneering financial performance management cloud software company that empowers finance, accounting, and business users to plan confidently, close faster, and report accurately. With over 1,300 customers worldwide, including prominent brands like Boston Red Sox, Bose, and Zappos, Planful has established itself as a trusted partner for...

  • Vice President of Consumer Lending

    2 weeks ago

    Redwood City, California, United States Monterra Credit Union Full time

    Job SummaryThe Vice President of Consumer Lending is a key leadership role responsible for driving the growth and profitability of Monterra Credit Union's consumer lending business. This strategic leader will oversee all aspects of consumer lending, including direct and indirect auto loans, personal loans, and credit cards, as well as staff management,...

  • Vice President of Marketing

    2 weeks ago

    Redwood City, California, United States Karius, Inc. Full time

    About Karius, Inc.Karius, Inc. is a pioneering life science company that is revolutionizing the way pathogens and other microbes are observed throughout the body.By unlocking the information present in microbial cell-free DNA, we're helping doctors quickly solve their most challenging cases, providing industry partners with access to thousands of biomarkers...

  • Senior Vice President of Consumer Lending Operations

    5 days ago

    Redwood City, California, United States Get It Recruit - Executive Full time

    Job SummaryWe are seeking an experienced Senior Vice President of Consumer Lending Operations to join our team at Get It Recruit - Executive. As a key member of our Senior Leadership Team, you will be responsible for spearheading our consumer lending operations, leading and inspiring a team of professionals, and driving business growth and profitability.Key...

  • Vice President of Business Affairs

    2 weeks ago

    Universal City, California, United States NBC Universal Media, LLC Full time

    Job Title: Vice President, Business AffairsCompany Description:NBCUniversal is a leading media and entertainment company that creates and distributes world-class content across its portfolio of film, television, and streaming platforms. We own and operate leading entertainment and news brands, including NBC, NBC News, MSNBC, CNBC, NBC Sports, Telemundo, and...

  • Senior Vice President of Consumer Lending Operations

    2 weeks ago

    Redwood City, California, United States Get It Recruit - Executive Full time

    Job SummaryWe are seeking an experienced Senior Vice President of Consumer Lending Operations to join our team at Get It Recruit - Executive. As a key member of our Senior Leadership Team, you will be responsible for leading and inspiring a team managing direct and indirect auto loans, personal loans, credit cards, and more.Key ResponsibilitiesLeadership &...

  • Business Affairs Vice President

    1 day ago

    Universal City, California, United States NBC Universal Media, LLC Full time

    Job Title: Vice President, Business AffairsAt NBCUniversal, we're committed to creating a diverse and inclusive workplace where our employees feel valued and empowered to succeed. As a Vice President, Business Affairs, you'll play a critical role in shaping the future of our company by negotiating and managing agreements for scripted programming across...

  • Senior Vice President, Revenue Growth and Optimization

    4 weeks ago

    Redwood City, California, United States Equinix Full time

    Job Summary:Equinix, a leading digital infrastructure company, seeks a seasoned executive to drive revenue growth and optimization as Senior Vice President, Revenue Growth and Optimization. Reporting to the Chief Customer Revenue Officer, this role will design and implement a comprehensive revenue growth strategy, leveraging data-driven insights and market...

  • Vice President of Marketing and Product Development

    1 week ago

    Redwood City, California, United States Karius, Inc. Full time

    About Karius, Inc.Karius, Inc. is a venture-backed life science company that is revolutionizing the way pathogens and other microbes are observed throughout the body.By unlocking the information present in microbial cell-free DNA, we're helping doctors quickly solve their most challenging cases, providing industry partners with access to thousands of...

  • Vice President of Clinical Manufacturing

    2 weeks ago

    Foster City, California, United States BioSpace, Inc. Full time

    Job Title: Vice President, Clinical ManufacturingWe are seeking an experienced Vice President to lead our clinical manufacturing team in Foster City. As a key member of our leadership team, you will be responsible for developing and implementing strategic objectives for clinical manufacturing, leading the management team, and ensuring the highest safety...

  • Senior Vice President, Content Protection

    3 weeks ago

    Culver City, California, United States Sony Pictures Entertainment Full time

    Job Title: Senior Vice President, Content ProtectionSony Pictures Entertainment is seeking a highly experienced and skilled Senior Vice President, Content Protection to lead its Global Content Protection Group (CPG). The successful candidate will report to the Executive Vice President of Intellectual Property and will be responsible for overseeing global...

  • Visual Effects Executive Vice President

    3 weeks ago

    Culver City, California, United States Sony Pictures Imageworks Full time

    Executive Vice President of Visual EffectsSony Pictures Entertainment is seeking an experienced and visionary leader to oversee the Visual Effects department as Executive Vice President of Visual Effects. This critical role demands a unique blend of creative vision, technical expertise, and leadership acumen to elevate the standard of visual storytelling...

  • Senior Vice President of Artificial Intelligence and Machine Learning

    3 weeks ago

    Foster City, California, United States Littleducklingindy Full time

    Job Title: Senior Vice President, Artificial IntelligenceVisa is seeking a Senior Vice President to lead our Data and AI Platform, which supports over a billion daily transactions. The ideal candidate will have expertise in AI techniques such as deep learning, neural networks, and Generative AI.Key Responsibilities:Lead the development and implementation of...

  • Vice President of Marketing and Product Development

    3 weeks ago

    Redwood City, California, United States Karius, Inc. Full time

    About Karius, Inc.Karius, Inc. is a pioneering life science company that is revolutionizing the way pathogens and other microbes are observed throughout the body. By unlocking the information present in microbial cell-free DNA, we're helping doctors quickly solve their most challenging cases, providing industry partners with access to thousands of biomarkers...

  • Vice President of Finance

    1 month ago

    Universal City, California, United States Sun Hill Properties Inc. Full time

    Job DescriptionPosition OverviewThe Vice President of Finance at Sun Hill Properties Inc. will report directly to the President & Chief Executive Officer (CEO) and will play a pivotal role in overseeing the financial operations of the organization. This position is crucial for maintaining the financial stability and growth of the company. The ideal candidate...

  • Assistant Vice President of Risk Management

    3 weeks ago

    California City, California, United States Republic Indemnity Company of America Full time

    Clear Paths to SuccessAt Republic Indemnity Company of America, we believe in creating clear pathways for everyone - whether it's a broker, policyholder, injured worker, or colleague. We're committed to helping people reach their goals and achieve success.The RoleAs an Assistant Vice President of Loss Control, you'll play a pivotal role in our success. Your...

  • Executive Vice President, Business Development

    6 days ago

    Universal City, California, United States NBC Universal Media, LLC Full time

    Job SummaryThe Vice President, Business Affairs will be primarily responsible for negotiating and drafting agreements related to the development and production of content for Universal Studio Group. This includes working with broadcast, pay cable networks, basic cable networks, and SVOD platforms to secure deals that benefit the company.Key...

  • Senior Vice President, Pharmacovigilance

    1 month ago

    Foster City, California, United States Mirum Pharmaceuticals Full time

    POSITION SUMMARYThe Senior Vice President of Pharmacovigilance will spearhead the leadership and management of the Drug Safety and Pharmacovigilance division, ensuring robust infrastructure across both clinical development and commercial products for Mirum Pharmaceuticals. The ideal candidate will not only lead the department but also collaborate effectively...

  • Clinical Development Director

    1 week ago

    Redwood City, California, United States Coherus BioSciences Full time

    Job Title: Vice President/Senior Vice President, Clinical DevelopmentCoherus BioSciences is seeking a highly experienced and skilled Vice President/Senior Vice President, Clinical Development to lead our oncology clinical programs. This is an exciting opportunity to join a dynamic team and contribute to the development of innovative treatments for patients...

  • Vice President, Clinical Manufacturing Director

    4 weeks ago

    Foster City, California, United States Gilead Sciences, Inc. Full time

    Job SummaryWe are seeking a highly experienced and skilled Vice President, Clinical Manufacturing to join our team at Gilead Sciences, Inc. This role will be responsible for providing strategic leadership and direction to our clinical manufacturing operations, ensuring the highest level of quality, safety, and compliance.Key ResponsibilitiesDevelop and...