Business Systems Manager

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, 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

We are seeking a Business Systems Manager to manage and optimize our tech stack to support our growing business needs. As a key member of our Business Operations team, you will play a crucial role in ensuring the efficiency, functionality, and scalability of our Salesforce platform. You will collaborate with cross-functional teams, including Sales, Marketing, Customer Success, and Finance, to improve processes, streamline data, and drive business impact.

Requirements

• 5-7+ years of experience as a dedicated Salesforce Administrator
• Salesforce Administrator certification (Salesforce Advanced Admin, Developer, or other relevant certifications are a plus)
• Strong understanding of Salesforce Sales Cloud, Service Cloud, and integrations
• Experience with custom objects, workflows, process automation, and reporting
• Ability to create and manage users, profiles, permissions, and security settings
• Experience with third-party Salesforce integrations and AppExchange tools
• Strong data management skills, including data imports, cleansing, and reporting
• Ability to work cross-functionally and communicate effectively with technical and non-technical stakeholders
• Detail-oriented, proactive problem-solver with a strong ability to multitask

Responsibilities

• Salesforce Administration – Manage user accounts, permissions, profiles, roles, security settings, and workflow rules
• Process Optimization – Work with teams to streamline and automate key business processes using Flows, Process Builder, and Apex triggers
• Data Integrity & Reporting – Ensure data quality, maintain reports and dashboards, and provide insights for key stakeholders
• Integrations & Enhancements – Manage integrations between Salesforce and other business tools (e.g., marketing automation, finance software, customer support platforms)
• User Support & Training – Provide technical support, troubleshoot issues, and train users to maximize adoption and efficiency
• Documentation & Compliance – Maintain system documentation, ensure compliance with industry standards, and support audits as needed

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 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
• Annual Planful Palooza, our in-person, company-wide culture kickoff held in cities like San Diego, Denver, Austin, and most recently Palm Beach
• Team-specific off-sites in cities like New York, Sonoma, or our brand new HQ based in downtown San Francisco 
• Remote first culture with benefits such as home office setup, and monthly wifi and cell phone reimbursements 
• Company-wide Mentorship program with Executive sponsorship of CFO and Manager-specific monthly training programs
• Employee Resource Groups such as Women of Planful, LatinX at 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. 

Our base salary band for this role is $80,000 - $100,000 CAD per year. More details about our company benefits can be found here: https://planful.com/jobs/