Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy
Jobs / Job page
Customer Marketing - References Coordinator (Remote) image - Rise Careers
Job details

Customer Marketing - References Coordinator (Remote)

Remote - US

About Us


Planful is the pioneer of financial performance management cloud software. The Planful platform 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 Boston Red Sox, Bose, 23andMe, Zappos, and Five Guys rely on Planful to accelerate their 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 www.planful.com.

About the Role

Planful is rapidly growing, and to continue the record-breaking success we’ve seen, we are looking for an experienced, enthusiastic, and highly motivated Corporate Reference Marketer who will be responsible for building, managing, and executing Planful’s customer reference program with a primary focus on bringing to life the success stories of our current customers in order to advance the sales cycle. The ideal candidate can multitask, efficiently communicate, and collaborate cross-functionally with executives and other departments within Marketing. You are patient, have a knack for organization, and a strong aptitude for juggling multiple projects at once in a fun, fast-paced environment.

We hire A-players who pride themselves on the quality and code of ethics in which they work, and tie our vetting process to The Planful Way: our shared values and defined mission that guide our efforts in the company.


  • Maintain direct alignment with the Executive team by supporting their brand building initiatives, helping with internal and external communications, and social media profiles. 
  • Assist in recruitment and management of reference relationships across strategic customers.
  • Develop and execute a comprehensive customer reference program - working with sales to strategically match prospective customers with relevant reference accounts. 
  • Devise and implement strategies to increase positive online reviews on various platforms (G2, TrustRadius, Gartner Peer Insights).
  • Help marketing and sales meet business objectives through customer advocacy initiatives.

 What you Bring to the Table

  • The ideal candidate will have 2-5+ years of previous experience in implementing and managing a successful customer reference program at a high growth SaaS company.
  • Extremely organized and detail-oriented self-starter with a desire to develop new programs from conception to completion .
  • Experience with Customer Advocacy/Marketing tools (Influitive, Marketo, SFDC, Drift, Reference Edge).
  • Excellent interpersonal skills and a service-oriented attitude with the desire to work collaboratively with internal and external teams.

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, Daysyear, 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, and most recently - Austin, Texas!
  • Team-specific offsites 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 salary band for this role is $90,000-110,000 USD per year. More details about our company benefits can be found here: https://planful.com/jobs/

4.4 Glassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star icon Glassdoor star icon
Diversity & Inclusion
No rating Glassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star icon
CEO of Planful
Planful CEO photo
Grant Halloran
Approve of CEO

Planful is a leader in cloud-based financial performance management, offering a platform that enhances planning, budgeting, consolidation, and analytics across businesses globally.

14 jobs
Badge ChangemakerBadge Diversity ChampionBadge Flexible CultureBadge Future MakerBadge Rapid Growth
Inclusive & Diverse
Mission Driven
Transparent & Candid
Growth & Learning
Collaboration over Competition
January 25, 2024

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!
Other jobs
Inclusive & Diverse
Rise from Within
Mission Driven
Diversity of Opinions
Work/Life Harmony
Medical Insurance
Paid Time-Off
Maternity Leave
Mental Health Resources
Posted 6 months ago
Posted 10 days ago
Inclusive & Diverse
Mission Driven
Transparent & Candid
Growth & Learning
Collaboration over Competition
Planful Remote Remote - New York or San Francisco
Posted 9 days ago
Inclusive & Diverse
Mission Driven
Transparent & Candid
Growth & Learning
Collaboration over Competition