Professional Services Implementation & AI Adoption 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 1,300 customers, including 23andMe, 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're looking for an Implementation & AI Adoption Manager to lead how our Professional Services organization adopts AI and turns it into faster, higher-quality customer implementations. This role reports to the VP of Customer Engagement and sits at the intersection of change management, delivery acceleration, and applied AI. You'll drive adoption of new AI tools and ways of working across the PS team, building fluency, removing friction, and shifting the team's habits so that implementations move faster and integrations stand up sooner. Success is measured in how quickly the team embraces new technology and how much faster customers get to value as a result. Responsibilities Change Management & Adoption Own the change management strategy for AI adoption in PS, building the case for change, setting the vision, and bringing delivery teams along so new tools become how the team works, not an optional way of working. Build AI fluency across the team through hands-on enablement, playbooks, office hours, and coaching. Meeting people where they are and turning skeptics into champions. Identify and remove the friction, habits, and process gaps that slow adoption, and track adoption depth, not just rollout, as the primary measure of progress. Act as the internal champion and translator between PS, IT, Business Operations and Legal so AI usage scales responsibly within security, compliance, and data-governance standards. Accelerate Implementations with AI Re-engineer the implementation lifecycle around AI, from scoping and configuration to documentation and customer communication. The goal is to compress implementation times. Design, prototype, and scale AI-assisted workflows for recurring delivery work (status reporting, meeting summarization, proposal and SOW drafting, knowledge capture) that cut manual effort and lift consistency. Partnering with delivery leads to embed these workflows into live projects, measure the time saved, and continuously refine them based on what actually moves the needle. Drive faster integration Use AI to speed up customer integrations. Accelerating data mapping, configuration, validation, and troubleshooting so connected systems stand up faster and more reliably. Build reusable, AI-assisted accelerators and templates that shorten integration cycles across the delivery portfolio. Stay current on the AI tool landscape and evaluate emerging solutions for their fit and impact within the PS operating model. Qualifications 5+ years in Professional Services, consulting, delivery, or operations within SaaS / enterprise software. Demonstrated experience leading change or adoption initiatives that shifted how a team works, ideally around new tools or technology. Hands-on experience using Claude or other AI assistants to meaningfully improve real team workflows. Strong grasp of the implementation and integration lifecycle, and a track record of making delivery faster. Exceptional communication and influencing skills; comfortable coaching peers and presenting to senior stakeholders across remote teams. Familiarity with prompt engineering or AI workflow design. Experience with integration tooling, data mapping, or APIs. Hands-on experience with Salesforce, Planful, or similar EPM/CRM platforms. Change-management credential…