Top Tech Jobs & Startup Jobs in Charlotte, NC

Lead customer implementations of Planful’s financial performance management platform. Responsibilities include assessing existing implementations, managing consultations and projects, facilitating discovery and solution design, analyzing financial planning and reporting processes, recommending best practices, supporting root-cause issue resolution, and advising clients on process improvement, change management, and analytics. The role also provides oversight during configuration, testing, knowledge transfer, and rollout activities.

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.

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.

Own product marketing across Planful’s platform, AI, and Consolidation Premium offerings. Responsibilities include coordinating product launches, building field and partner enablement, managing analyst relations and evaluation submissions, running competitive intelligence, supporting pricing execution, and partnering with product, engineering, sales, and solutions consulting on messaging, positioning, and launch narratives.

The Implementation Consultant will onboard clients to the Planful platform, translating business needs into solutions and ensuring project delivery excellence.

Lead end-to-end customer rollouts of an AI-native planning platform: build and maintain data integrations, create performant financial models, develop AI-driven automated test harnesses, resolve data and performance issues, ship product fixes, and partner with finance stakeholders to operationalize solutions and feed product improvements back into engineering.

Lead architecture and implementation of a high-performance OLAP query engine and semantic layer: design a JSON-based DSL and compiler, generate optimized SQL for columnar databases, build distributed caching, tune JVM and low-level performance, and provide technical leadership and documentation.