Technical Account Manager, India

Technical Customer Account Manager, India

About Us

Planful is the pioneer of financial performance management cloud software. The Planful platform, which helps businesses drive peak financial performance, is used around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and analytics. Planful empowers finance, accounting, and business users to plan confidently, close faster, and report accurately. More than 1,500 customers, including Bose, Boston Red Sox, Five Guys, Grafton Plc, Gousto, Specialized and Zappos rely on Planful to accelerate cycle times, increase productivity, and improve accuracy. Planful is a private company backed by Vector Capital, a leading global private equity firm. Learn more at planful.com.

About the Role:

Planful is looking for a Technical Customer Account Manager to manage routine customer account tasks and support global clients in adopting new features. Reporting to the AVP, Customer Experience India, you’ll ensure customers are maximizing their use of Planful’s solutions by managing user accounts, communicating new features, and leading training sessions. Strong English communication skills are essential, as you’ll engage regularly with a global customer base to ensure smooth operations and high satisfaction. 

Responsibilities

• Account Management: Handle administrative tasks like user management, account configurations, and managing training sessions.
• Feature Adoption: Communicate the value of new product features and guide customers through their adoption.
• Customer Support: Ensure customers are using Planful effectively by providing support and running regular check-ins.
• Training & Enablement: Lead customer training sessions to help users fully leverage Planful’s platform.
• Customer Communication: Build strong relationships and ensure clear, effective communication with global clients.
• Cross-functional collaboration: Work closely with internal teams to ensure a seamless customer experience.

What You Bring to the Table

• Operational Experience: Experience with administrative tasks like user management, account setup, and customer training.
• Strong Communication Skills: Excellent verbal and written English, with the ability to explain technical concepts clearly.
• Customer-Centric Approach: A proactive approach to customer engagement and relationship management. Previous customer-facing experience, particularly in a SaaS or support role is preferred.
• Technical Aptitude: Ability to quickly learn and communicate software features to customers. Previous experience working with a product-based SaaS company is highly preferred.
• Financial Expertise: A Bachelor’s/Master’s degree in Accounting or finance is highly preferred, or the equivalent of 3 years of experience in an accounting/finance-related role.
• Adaptability: Willingness to learn and grow in a dynamic, fast-paced environment.

Why Planful 

Planful exists to enrich the world by helping our customers and our people achieve peak performance. To foster the best in class work we’re so proud of, we’ve created a best in class culture, including:

• 2 Volunteer days,  Birthday PTO, and quarterly company Wellness Days
• 3 months' supply of diapers and meal deliveries for the first month of your  Maternity/Paternity leave
• Annual Planful Palooza, our in-person, company-wide culture kickoff - most recently held in Goa, India!
• Company-wide Mentorship program with Executive sponsorship of CFO and Manager-specific monthly training programs
• Employee Resource Groups such as Women of Planful, Parents of Planful, and many more. We encourage our teammates to bring their authentic selves to the team, and have full support in creating new ERGs & communities along the way