Greatness Comes Through Our People!


Who We Are: The Planful Way

We’ve collectively gained enough experience to understand how distinct values and behaviors make a company great.

The Planful Way codifies those values and behaviors and makes them ours. We use it as a guiding light and also a challenge. A challenge to hold ourselves accountable to each other, define who we are, and determine how we act. It reflects what we feel is most important at Planful and what you can, and should, expect from our company and your colleagues.

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Our Company Values

These values guide our company, unite our teams, and define our brand. This is The Planful Way.


We put our customers first and strive to always do what is right for them.


We strive for the highest levels of performance and do not compromise.


We put our teams ahead of ourselves, being humble, supportive, and collaborative.


We have a bias for action, create momentum, and value continuous progress over perfection.


We take personal ownership for getting the job done every time while acknowledging and getting better from our mistakes.


Perks of Being at Planful

Rewarding work fosters a fulfilling life. We work hard to ensure your days are connected, inclusive, flexible, and filled with opportunities, and we work equally hard to enable whatever you do when you’re not working. Because we know being your authentic self is a 24/7 responsibility.


  • Plans cover 100% for you and 90% for your dependents


  • 3-4 weeks of paid vacation time
  • Birthday PTO


  • TalkSpace memberships
  • Quarterly wellness days

Learning & Development

  • Training and enablement programs
  • Reimbursement for training and events
  • LinkedIn learning
  • Monthly manager training
  • Career development opportunities

Remote Friendly and Hub Friendly

  • San Francisco
  • Scottsdale
  • Hyderabad
  • London
  • Sydney
  • Toronto

Parental Leave

  • Generous parental leave
  • Family support
  • Flexible work options
  • Three month supply of diapers

Home Office

  • Reimbursement for home office setup
  • Monthly wireless phone
  • Internet subscriptions

Team Bonding

  • Company-wide offsites
  • Team-specific offsites
  • Catered lunches twice a week
  • Quarterly office happy hours


  • Equitable pay
  • Equity across all levels
  • Annual merit review cycles

Your Planful Journey Begins Today