About the Role
As a Forward Deployed Engineer, you own the technical success of a customer's rollout end to end — from initial data integration through modeling, validation, and go-live — and you feed what you learn directly back into the product. This is not a services or implementation-consulting role: you write code, you own integrations as engineering artifacts, and you work shoulder-to-shoulder with customers to get a next-generation planning platform into production. You should be as comfortable in a customer's data warehouse tracing a reconciliation discrepancy as you are in a working session with their FP&A team explaining why a consolidation is behaving the way it is. The strongest candidates have worked inside EPM/CPM products before and understand how they behave in the real world.
What You'll Do
- Own customer rollouts end to end — data integration, model build-out, validation, and production cutover — as the primary technical owner.
- Build AI-driven automated test harnesses to validate every new product release against real customer use cases and models, catching regressions before they reach customers. This is a critical function of the role: you'll use AI to generate, run, and evaluate test cases at scale across diverse customer configurations.
- Build and maintain data integrations between customer source systems (ERP, GL, data warehouses) and our platform, treating them as durable, version-controlled engineering deliverables rather than throwaway scripts.
- Translate real-world requirements in financial and operational modeling into correct, performant models on the platform.
- Diagnose and resolve data, performance, and correctness issues — often deep in SQL, source data, and consolidation logic.
- Ship bug fixes and feature extensions directly against the platform — make targeted product changes to unblock customers and close gaps surfaced in the field, rather than only filing tickets and waiting on core engineering.
- Act as the feedback loop to product and engineering: surface friction, propose fixes, and where warranted, build them.
- Partner with customer stakeholders across finance and operations, earning trust as someone who understands their domain and can make the software do what they need
What We're Looking For
- 10+ years in software engineering, with meaningful time spent on or around an EPM/CPM/financial planning product.
- Direct experience with a platform such as OneStream, Vena, Prophix, Anaplan, Planful, or TM1/ Planning Analytics — as an engineer, solutions architect, or technically deep implementer.
- Proficiency in a modern application language — Java, C#, or TypeScript — with the ability to read, extend, and ship changes in a production codebase.
- Experience building automated test frameworks or harnesses, ideally using AI or LLM-based approaches to generate, execute, and evaluate test cases at scale.
- Strong SQL and database fundamentals: schema design, query performance, joins and aggregation semantics, and reasoning about data at scale.
- Integration experience with ERP/GL systems and data warehouses (e.g., NetSuite, SAP, Oracle, Snowflake, BigQuery).
- A customer-facing disposition — you can run a working session, absorb domain nuance, and communicate clearly with finance stakeholders who don't think in code.
- Sound judgment on correctness and auditability: you understand that in financial systems a wrong number is worse than a slow one.
- Understanding of financial consolidation, multi-entity / multi-currency, allocations, or driver-based planning.
- Domain exposure to CPG or manufacturing operational planning.
- Experience with AI-assisted or AI-native tooling in a production data context.
- A track record of turning repeated customer pain into product improvements.
Why this Role
You'll be an early member of the Forward Deployed Engineering team, working on an AI-native platform at the point where it meets real customers and real data. What you learn in the field shapes what we build next — your work lands in production and in the product.
Why Planful
- 2 Volunteer days per year, Birthday PTO, and quarterly company Wellness Days
- 3 months supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave and generous parental leave
- Talkspace access and mental health support
- Annual company-wide gatherings held in cities like San Diego, Denver, Palm Springs, and Vegas!
- Office hubs in San Francisco, Toronto, and London. We also offer benefits such as home office setup, and monthly wifi and cell phone reimbursements for all employees, in-office or remote.
- 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
Pay Transparency Statement
At Planful our top priority is to support our employees and ensure each individual has access to equal growth opportunities. Pay decisions take into consideration the individual's skillset, experience, knowledge, qualifications for the role, and specific work location.
The OTE range for this role is $200,000 - $300,000 USD per year, depending on experience and location. As a part of this role, you are also eligible for equity, benefits and wellbeing resources.