Technical Account Manager, India Job in Planful

About Us
Planful is a leader in financial performance management cloud software, helping businesses achieve peak financial performance through streamlined planning, budgeting, consolidations, reporting, and analytics. Our platform empowers finance, accounting, and business professionals to plan confidently, close faster, and report accurately. More than 1,500 organizations, including industry leaders such as Bose, Boston Red Sox, Five Guys, Grafton Plc, Gousto, Specialized, and Zappos, rely on Planful to accelerate cycle times, improve productivity, and enhance accuracy.

Backed by Vector Capital, a global private equity firm, Planful remains at the forefront of innovation in financial performance management. Learn more at planful.com.

About the Role: Technical Customer Account Manager

Planful is seeking a Technical Customer Account Manager to manage key customer account tasks and support global clients in adopting new features of our platform. Reporting to the AVP of Customer Experience in India, you will help customers maximize their use of Planful s solutions through proactive account management, feature adoption support, and leading training sessions.

In this role, you will engage regularly with a global customer base, ensuring smooth operations and high levels of satisfaction. Strong English communication skills are essential for success, as you will communicate complex concepts in a clear and engaging manner.

Responsibilities

• Account Management: Handle routine administrative tasks, including user management, account configuration, and organizing training sessions.
• Feature Adoption: Promote the value of new product features and guide customers through their adoption journey.
• Customer Support: Help customers fully utilize Planful s platform by providing ongoing support and conducting regular check-ins.
• Training & Enablement: Lead customer training sessions to ensure users are equipped to make the most of the platform s capabilities.
• Customer Communication: Build strong relationships and maintain effective communication with global clients.
• Cross-functional Collaboration: Work closely with internal teams to deliver a seamless and consistent customer experience.

What You Bring to the Table

• Operational Expertise: Proven experience managing administrative tasks such as user management, account setup, and customer training.
• Strong Communication Skills: Excellent verbal and written English, with the ability to explain technical concepts clearly and effectively.
• Customer-Centric Mindset: Proactive approach to customer engagement and relationship management. Experience in a customer-facing role, particularly in SaaS or customer support, is highly preferred.
• Technical Aptitude: Ability to quickly learn and explain new software features to customers. Experience with product-based SaaS companies is strongly preferred.
• Financial Expertise: Bachelor s or master s degree in accounting or finance, or at least 3 years of experience in an accounting or finance-related role.
• Adaptability: Willingness to learn, grow, and thrive in a dynamic, fast-paced environment.

Why Planful?

At Planful, our mission is to help our customers and our people achieve peak performance. We are proud of our best-in-class culture, built on a foundation of collaboration, innovation, and personal growth.

Here s what makes Planful a great place to work:

• Time Off & Wellness: 2 volunteer days, birthday PTO, and quarterly company-wide wellness days.
• Parental Support: 3 months of diaper supplies and meal deliveries for the first month of maternity/paternity leave.
• Annual Company Event: Planful Palooza a company-wide culture kickoff, most recently held in Goa, India.
• Professional Growth: Company-wide mentorship program, executive-sponsored initiatives, and manager-specific monthly training programs.
• Employee Resource Groups (ERGs): Join groups such as Women of Planful, Parents of Planful, and more. We encourage everyone to bring their authentic selves to work and support new ERGs along the way.