Host Analytics Inc

Marketing

• Build and grow the Customer Reference Program through collaboration with Sales, Marketing, and Customer Success teams
• Manage the customer community, monthly customer newsletter, case studies, testimonials, and User Groups from conception to completion
• Track and analyze data to assess Customer Reference Program ROI and strengthen program efforts
• Create and manage the budget and supply of customer rewards and incentives
• Enable customers to contribute and share their experiences on technology review sites and analyst reports

Customer Marketing Manager

People Operations

• Partner with the Chief People Officer and company leaders to set people priorities and turn them into practical plans
• Lead, coach, and develop a small People team
• Advise leaders and managers on organizational effectiveness, performance management, talent decisions, workforce planning, and team health
• Own complex and sensitive employee relations matters from start to finish
• Design and drive programs across performance management, talent development, succession planning, manager enablement, employee engagement, and culture
• Use people data and employee feedback to identify trends, recommend action, and provide monthly reporting
• Oversee compensation and benefits programs and partner with Finance and executive leadership on planning, budgets, and equitable pay practices
• Ensure reliable day-to-day People operations, including HRIS management, data integrity, reporting, policies, and employee lifecycle processes
• Maintain compliant people policies and processes across Planful locations
• Identify process gaps, solve problems, and implement solutions
• Adapt to changing business needs and take on new priorities

Director of People Operations

Learning and Development

• Design and build customer-facing content including course guides, slide decks, quizzes, and certification assessments
• Maintain and update existing course content as the product evolves
• Build hands-on lab exercises and practical activities tied to product workflows
• Partner with SMEs, product managers, and the training team to translate new features and releases into structured learning content
• Support development of NASBA CPE-accredited on-demand courses for accounting and finance professionals
• Use AI-powered tools to accelerate research, storyboarding, and course development
• Opportunity to co-deliver webinars or office hours as product knowledge grows

Instructional Designer

Affiliate Manager

• Maintain the partner project tracker as the single source of truth for stage, health, ARR, milestone dates, and project age across active partner-led implementations
• Build and refresh recurring partner performance reporting
• Prepare materials for partner QBRs and internal pipeline and delivery reviews
• Flag data gaps and obtain accurate, timely updates
• Run regular project health checks and surface at-risk implementations
• Coordinate escalation responses, track mitigation actions to closure, and close the loop with stakeholders
• Track root causes and recurring failure patterns and feed them into enablement content and partner coaching
• Monitor adherence to Planful's implementation methodology and deliverable standards
• Collaborate on new partner onboarding and certification tracking
• Coordinate partner training sessions and office hours
• Serve as the day-to-day operational contact for partner delivery leads and project managers
• Coordinate with Professional Services, Sales, and Customer Success on methodology, resourcing, handoffs, scoping, partner assignment, and post-go-live transitions
• Translate between partner-side and Planful-side processes
• Contribute to process improvements in the partner delivery model

Customer Marketing Manager

Director of People Operations

Instructional Designer

Senior Partner Delivery Coordinator