Teams at Planful

Manage the full SaaS renewal process, including commercial contract negotiations, customer retention, renewal forecasting, and churn-risk mitigation. Collaborate with Sales, Account Management, Customer Success, and leadership to ensure timely renewals and customer satisfaction. Analyze usage and health metrics, engage customers proactively, identify expansion opportunities, achieve retention targets, and improve renewal processes while mentoring peers.

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.