Role Overview

Define and own the product roadmap for Planful’s dynamic planning capabilities and set engineering priorities accordingly.
Write and share clear functional specifications, user stories, and acceptance criteria with development, QA, and UX teams.
Design and champion intuitive new planning functionality in close partnership with engineering and UX teams, ensuring an exceptional user experience for finance and operations users.
Evangelize product vision, planning strategy, and AI capabilities to customers, partners, prospects, and internal stakeholders including Sales, Marketing, and Customer Success.
Integrate AI capabilities into the planning product—including predictive analytics, intelligent scenario modeling, anomaly detection, and natural language interfaces—to deliver an AI-forward user experience.
Leverage AI tools and techniques personally to accelerate research, synthesis, prototyping, and requirements development workflows.
Analyze the competitive landscape for planning and FP&A solutions and define differentiated requirements that advance Planful’s market position.
Evaluate product performance and feature utility with internal stakeholders (support, services, sales) and external stakeholders (customers, partners, analysts).
Lead research and discovery in areas of innovation, including AI-driven planning automation, rolling forecasts, scenario planning, and workforce/operational planning.
Define and refine the data model and calculation layer requirements to support flexible, multi-dimensional planning across finance and operations.
Partner with the broader product team to ensure coherent integration between planning, reporting, consolidation, and analytics capabilities within the Planful platform.

Requirements

3–5+ years of experience as a Product Manager, Program Manager, or consultant with enterprise software, preferably in FP&A, CPM, EPM, or related planning and analytics domains.
Deep domain knowledge in financial planning, budgeting, forecasting, and operational planning—ideally with hands-on experience as a user, implementation consultant, or PM of planning software.
Demonstrated experience incorporating or working alongside AI/ML capabilities in a product context, including familiarity with LLMs, predictive modeling, or AI-assisted workflows.
Actively uses AI tools (e.g., generative AI, co-pilots, automated analysis) to improve personal productivity and bring innovative ideas to product development.
Strong understanding of driver-based and continuous planning methodologies, rolling forecasts, scenario and sensitivity analysis, and workforce/headcount planning.
Experience defining user interface concepts for complex business applications, including wireframes, mockups, and final UX decision-making.
Understanding of EPM concepts including financial analytics and visualization, data integration, multi-dimensional modeling, and financial reporting.
Proven ability to define and communicate product requirements to a broad audience—engineers, QA, marketing, senior management, customers, and analysts—through both verbal and written communication.
Proficiency with modern product management tools: Atlassian Jira, Claude, Google Docs, Figma, Pendo or similar.
Experience with SaaS development models, cloud computing, and Agile/Scrum development methodologies.
Undergraduate degree in Accounting, Finance, Business Intelligence, Computer Science, or related field. Graduate degree is a plus.
Independent thinker and self-starter who operates with urgency and can research, synthesize, and present findings with minimal direction.
Strong verbal and written communication skills, including comfort presenting to large audiences in person or over video, and ability to craft clear requirements and specification documents.
Experience working with or presenting to U.S.-based customers and stakeholders.
Experience in a lead role mentoring or managing team members is a plus.

Tech Stack

Cloud

Benefits

Volunteer days, Birthday PTO, and company-wide Wellness Days
Supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave
Office hubs in Hyderabad and Indore. Employees also receive benefits such as a home office setup allowance, as well as monthly reimbursements for Wi-Fi and cell phone expenses.
Join Employee Resource Groups like Women of Planful, Parents of Planful, and more. We celebrate individuality and encourage teammates to bring their authentic selves to work
with full support for creating new ERGs and communities along the way
Participate in People Programs that foster connection and wellbeing, such as Movember, Summer Wellness, Breast Cancer Awareness Month, and Hispanic Heritage Month

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Open Positions (1)

Product

Product Manager, Planning