Product Manager, Planning
New
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PlanfulFinancial Software
Remote, North AmericaFull-TimeMiddle
SalaryThe OTE range for this role is $200,000 - $250,000 USD per year
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Job Details
- Experience
- 3–5+ years of experience
- Required Skills
- Artificial IntelligenceFigmaMachine LearningProduct ManagementJiraSaaS
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 domains.
- Deep domain knowledge in financial planning, budgeting, forecasting, and operational planning.
- Demonstrated experience incorporating or working alongside AI/ML capabilities in a product context.
- Actively uses AI tools to improve personal productivity and bring innovative ideas to product development.
- Strong understanding of driver-based and continuous planning methodologies, rolling forecasts, scenario analysis, and workforce planning.
- Experience defining user interface concepts for complex business applications, including wireframes and mockups.
- 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 methodologies.
- Undergraduate degree in Accounting, Finance, Business Intelligence, Computer Science, or related field.
- Strong verbal and written communication skills, including comfort presenting to large audiences.
Responsibilities
- 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.
- Integrate AI capabilities into the planning product—including predictive analytics, intelligent scenario modeling, anomaly detection, and natural language interfaces.
- Analyze the competitive landscape for planning and FP&A solutions to advance Planful’s market position.
- Lead research and discovery in innovation areas including AI-driven planning automation, rolling forecasts, and scenario planning.
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