A Great Time to Be at Planful - Customer Success - Director Planful Employee Review

5.0
28 Jun 2026
Recommend
CEO approval
Business outlook

Pros

Like many companies, last year had its challenges, but it's exciting to see the growth and momentum we've built this year. One of the biggest investments has been in Customer Success, and growing our team means we're able to better support our customers during a time of rapid change across the industry, especially with AI. I also appreciate that people here are empowered to make things happen. There's a real bias toward action, and you're encouraged to go to the source, collaborate across teams, and bring ideas forward. It's also great to see the company continuing to invest in new ways to strengthen our culture and support employees.

Cons

As a growing company, things move quickly and priorities can shift. That means you have to be comfortable with change and be willing to adapt. While it can be challenging at times, I see it as part of the company's evolution and the work we're doing to better support our customers and each other.

Explore other reviews about Planful

5.0
27 Apr 2026
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Planful is a great place to work and challenge yourself and grow your career. It's a culture that values high ownership, and rewards impactful behavior that drives results. You'll work with a lot of compassionate, smart and collaborative people who care a lot about our work and the finance and accounting people we help serve. Another standout aspect of Planful is the access and exposure to executive leadership, You'll be able to learn directly from ELT and collaborate with them directly. They are not gatekept and are eager to jump into the weeds with employees to problem-solve and move the business forward.

Cons

No company is perfect but the difference between Planful and most other companies is leadership cares deeply about feedback and actioning on it in a timely matter.

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Planful Response
2w
Thank you for sharing your experience. We're delighted that you've found Planful to be a place where you can grow your career, work alongside talented colleagues, and engage directly with leaders who are committed to listening, learning, and driving the business forward together.
4.0
27 Apr 2026
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Having been in the Planful ecosystem for several years, I have seen the company transition through a few different phases. What I can say without hesitation, is there are many high quality individuals that work here, and the culture has always been very strong. I personally feel I've gained a sense of accomplishment, that my job matters and the ability to do my job has never been diminished or jeopardized by a lack of support or resources. Further, the software truly helps customers do their job better.

Cons

Every company goes through ebbs and flows, peaks and valleys, and I think Planful is no different. The company is going through a transition period and I think that can be difficult for some employees to handle; especially those who are newer to the company and don't have the historical context around how and why changes need to be made. Leadership turnover, reductions in force and shifting investments into different areas of the business can cause friction and upheaval, but I believe it can be likened to "ripping off the band-aid." Sometimes, it has to be done and there is short-term pain associated with sudden change. Good or bad, it doesn't necessarily mean that wounds don't heal.

avatar
Planful Response
2w
Thank you for sharing your perspective and for your many years on the team. We’re proud of our strong culture, talented team, and the meaningful impact our solutions have on customers, and we appreciate your thoughtful feedback on maintaining transparency, trust, and connection as we continue to evolve and grow.
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