Manager, Partnerships

📌 Core Information

🔹 Job Title: Manager, Partnerships

🔹 Company: Planful

🔹 Location: Remote, US & Canada

🔹 Job Type: Full-time

🔹 Category: Software Development

🔹 Date Posted: 2025-07-29

🔹 Experience Level: 5-10 years

🔹 Remote Status: Remote OK

🚀 Job Overview

Key aspects of this role include:

• Overseeing and managing relationships with existing Planful partners
• Developing strategies to grow partner practices and generate pipeline
• Identifying and qualifying new greenfield opportunities
• Collaborating with alliance partners to create joint value propositions
• Driving expert-level communication of customer/partner feedback to Planful teams

ASSUMPTION: This role requires a balance of strategic thinking, relationship management, and technical understanding to create win-win partnerships that drive revenue growth.

📋 Key Responsibilities

✅ Oversee and act as the primary relationship owner for a portfolio of existing Planful partners

✅ Accelerate growth by developing and executing strategies that grow our partner’s Planful practices

✅ Identify and qualify new greenfield opportunities that align to Planful’s growth strategies

✅ Identify and qualify new opportunities in conjunction with our alliance partners’ technical strategies

✅ Expand and create a competitive advantage for the Planful product portfolio in the partner’s product portfolio

✅ Exhibit a deep understanding of Planful’s products, platforms, and technologies

✅ Define, maintain, and deliver co-innovation strategic roadmap with strategic alliances

✅ Drive expert-level communication of customer/partner feedback and market experience to Planful teams

✅ Document solution proposals, technical use cases, and reference architectures

ASSUMPTION: This role involves a mix of strategic planning, relationship building, and technical understanding to create successful partnerships.

🎯 Required Qualifications

Education: Bachelor's degree in Business, Finance, or a related field

Experience: 5+ years of professional experience, with 3+ years specific to managing SaaS partner relationships to create partner-generated pipeline

Required Skills:

• Proven experience in managing SaaS partner relationships
• Strong project and people management skills
• Experience bridging technical teams, customer-facing organizations, and alliance partners
• Excellent communication and presentation skills

Preferred Skills:

• Previous FP&A/EPM vertical experience
• Experience working with and managing FP&A/EPM partners
• Experience in consulting and supporting teams within the office of the CFO

ASSUMPTION: Candidates with experience in FP&A/EPM and a background in consulting will have a strong foundation for success in this role.

💰 Compensation & Benefits

Salary Range: $140,000 - $150,000 USD per year, depending on working location and experience

Benefits:

• 2 Volunteer days
• Birthday PTO
• Quarterly company Wellness Days
• 3 months supply of diapers and meal deliveries for the first month of Maternity/Paternity leave
• Annual Planful Palooza
• Team-specific offsites
• Home office setup and monthly wifi and cell phone reimbursements
• Company-wide Mentorship program
• Employee Resource Groups

Working Hours: Full-time (40 hours/week)

ASSUMPTION: The salary range provided is an estimate based on industry standards for similar roles and experience levels. The benefits listed are subject to change and may vary based on the employee's location.

📌 Applicant Insights

🔍 Company Context

Industry: Software Development, specifically Financial Performance Management (FP&M) cloud software

Company Size: 201-500 employees

Founded: Planful was founded in 2012

Company Description:

• Planful is the pioneer of financial performance management cloud software
• The Planful platform helps businesses drive peak financial performance by streamlining planning, budgeting, consolidations, reporting, and analytics
• Planful empowers finance, accounting, and business users to plan confidently, close faster, and report accurately

Company Specialties:

• Financial Performance Management (FP&M) software
• Business planning and budgeting
• Financial consolidations and reporting
• Financial analytics and business intelligence

Company Website: http://www.planful.com

ASSUMPTION: Planful's focus on financial performance management makes it a strong player in the enterprise software market.

📊 Role Analysis

Career Level: Mid-level to Senior

Reporting Structure: Reports to the Senior Director of Global Partnerships

Work Arrangement: Remote OK, with the option to work from Planful's office hubs in San Francisco, Toronto, or London

Growth Opportunities:

• Potential to grow into a thought leader and Planful expert
• Opportunity to create competitive advantages that add value to customers and drive revenue growth worldwide
• Possibility to advance to a senior or director-level role within the partnerships team

ASSUMPTION: This role offers significant growth potential for the right candidate, with opportunities to make a substantial impact on Planful's partnerships strategy.

🌍 Location & Work Environment

Office Type: Hybrid (remote and office-based)

Office Location(s): San Francisco, Toronto, London

Geographic Context:

• Planful's headquarters are in San Francisco, with additional offices in Toronto and London
• The role is remote-friendly, allowing for flexibility in working location
• The company has a strong presence in North America and Europe

Work Schedule: Full-time (40 hours/week), with flexible hours and the option to work remotely

ASSUMPTION: Planful's remote-friendly work environment allows for greater flexibility and work-life balance.

💼 Interview & Application Insights

Typical Process:

• Online application submission
• Phone or video screen with the hiring manager
• Technical interview with a Planful team member
• Final interview with the senior director or another stakeholder

Key Assessment Areas:

• Partner management skills and experience
• Understanding of Planful's products and the FP&M software market
• Problem-solving and strategic thinking abilities
• Communication and presentation skills

Application Tips:

• Highlight relevant partner management experience and achievements
• Demonstrate a strong understanding of Planful's products and the FP&M software market
• Tailor your resume and cover letter to emphasize skills and experiences relevant to this role
• Prepare for behavioral and situational interview questions that focus on partner management scenarios

ATS Keywords: Partner Management, SaaS, FP&A, EPM, Consulting, Project Management, People Management, Technical Team Collaboration, Customer Engagement, Strategic Planning, Communication, Innovation, Relationship Building, Market Analysis, Solution Proposals, Technical Use Cases

ASSUMPTION: Planful's interview process is designed to assess the candidate's partner management skills, strategic thinking, and cultural fit within the organization.

🛠️ Tools & Technologies

• Planful's proprietary FP&M software platform
• CRM software (e.g., Salesforce, HubSpot)
• Project management tools (e.g., Asana, Trello)
• Communication and collaboration tools (e.g., Slack, Microsoft Teams)

ASSUMPTION: Planful's tools and technologies are designed to support the candidate's success in managing partnerships and driving growth.

👔 Cultural Fit Considerations

Company Values:

• Customer-centric
• Innovative
• Collaborative
• Accountable
• Inclusive

Work Style:

• Results-driven
• Adaptable
• Strategic
• Collaborative
• Customer-focused

Self-Assessment Questions:

• Do you thrive in a customer-centric environment and enjoy building strong relationships with partners?
• Are you comfortable working in a dynamic, fast-paced startup culture?
• Do you have a proven track record of driving growth and success through strategic partnerships?

ASSUMPTION: Planful values candidates who are customer-focused, innovative, and collaborative, with a strong track record of driving growth through partnerships.

⚠️ Potential Challenges

• Managing a large portfolio of partners and maintaining strong relationships with each
• Balancing strategic planning with day-to-day partner management tasks
• Keeping up with the fast-paced, ever-evolving FP&M software market
• Working remotely and maintaining productivity and engagement

ASSUMPTION: These challenges can be overcome with strong organizational skills, strategic planning, and effective communication.

📈 Similar Roles Comparison

• This role is similar to a Partner Manager or Alliance Manager position in other software development companies
• However, Planful's focus on financial performance management makes this role unique and specialized
• Career progression in this role could lead to a senior or director-level position within Planful's partnerships team

ASSUMPTION: While similar roles exist in other companies, Planful's focus on FP&M software makes this role unique and offers specific growth opportunities.

📝 Sample Projects

• Developing a strategic roadmap for a key partner to expand their Planful practice
• Identifying and qualifying new greenfield opportunities that align with Planful's growth strategies
• Collaborating with alliance partners to create joint value propositions for customers

ASSUMPTION: These sample projects demonstrate the strategic and collaborative nature of the Manager, Partnerships role at Planful.

❓ Key Questions to Ask During Interview

• How does Planful support the growth and success of its partners?
• What are the key priorities for this role in the first 30, 60, and 90 days?
• How does Planful measure the success of its partnerships, and how will my performance be evaluated?
• What opportunities are there for growth and development within the partnerships team?
• How does Planful foster a collaborative and inclusive work environment?

ASSUMPTION: These questions are designed to assess the company's commitment to partner success, career growth, and cultural fit.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link: https://planful.com/jobs/careers-list/?gh_jid=8090886002
• Tailor your resume and cover letter to highlight your relevant partner management experience and skills
• Prepare for behavioral and situational interview questions that focus on partner management scenarios
• Research Planful's products and the FP&M software market to demonstrate your industry knowledge
• Follow up with the hiring manager one week after submitting your application to express your interest in the role

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.