[Hiring] Senior Forward Deployed Engineer @Planful

Role Description

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.

• 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.
• Build and maintain data integrations between customer source systems (ERP, GL, data warehouses) and our platform.
• 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.
• 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.

Qualifications

• 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.
• Proficiency in a modern application language — Java, C#, or TypeScript.
• Experience building automated test frameworks or harnesses, ideally using AI or LLM-based approaches.
• Strong SQL and database fundamentals: schema design, query performance, joins and aggregation semantics.
• 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 and communicate clearly with finance stakeholders.
• Sound judgment on correctness and auditability.
• 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.

Benefits

• OTE range for this role is $200,000 - $300,000 USD per year, depending on experience and location.
• Eligibility for equity, benefits, and wellbeing resources.