Planful

👥 251-500💰 over 3 years agoCloud Computing SaaS Finance Analytics Enterprise Software FinTech💼 Private Company

Planful is a company focused on providing financial planning and analysis solutions, aimed at helping organizations enhance their budgeting, forecasting, and reporting processes. They are expanding their team in the EMEA region with openings for a Senior Customer Success Manager and an Account Executive.

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Jobs at this company:

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🔥 Manager, Sales Development

Posted 6 days ago

💸 80000.0 - 100000.0 CAD per year

🔍 Software Development

🔧 Requirements

Our ideal candidate has been an SDR in the past (minimum 1+ year of prospecting-specific experience) and has since seen success to work a more holistic sales cycle (Account Executive or Account Manager experience)
Great communication and interpersonal skills, with the ability to explain complex concepts in a simple way. You will need to interact with senior clients, understand their needs and drive towards a solution.
A natural leader who excels in coaching and mentoring top sales talent with a track record of exceeding individual and team goals
Process-oriented mindset, figuring out what works and capitalizing on it by adding new details to future opportunities.
Ownership mindset demonstrating drive, initiative, energy and a sense of urgency.
Well-versed and diligent in managing end-to-end sales cycle through a CRM system.
Experience working in a rapidly growing, fast-paced organization selling SaaS solutions to MM/enterprise companies
Able to thrive in a small team with a highly dynamic work environment and switch rapidly from strategy to execution.

💡 Responsibilities

Hire, manage and mentor a rapidly growing SDR team.
Drive processes that scale.
Oversee lead generation: outbound prospecting, trade shows and other functions.
Discover, improve and execute new approaches to reach our audience, including events and shows, campaigns, referrals, collateral and case studies.
Employ a consultative approach in assessing clients’ needs and developing an understanding of the challenges faced by their business.

Posted 6 days ago

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🔥 Business Systems Manager

Posted 8 days ago

💸 80000.0 - 100000.0 CAD per year

🔍 Software Development

🔧 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

Posted 8 days ago

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🔥 Account Executive

Posted 28 days ago

💸 75000.0 - 90000.0 USD per year

🔍 Software Development

🔧 Requirements

2+ years of direct / full-cycle sales experience selling SaaS business solutions to the office of the CFO
Able to effectively accomplish activities in a fast-paced environment
Excellent presentation and negotiation skills
Ability to interact and influence C-level executives and team members
History of meeting/exceeding new business sales targets
Strong and effective written, oral and telephone skills
Experience with CRM systems, social media and Microsoft Office

💡 Responsibilities

Develop pipeline, maintain forecast accuracy, achieve/exceed monthly, quarterly and annual revenue targets
Sell the entire Planful product stack and professional services
Build relationships and collaborate with Planful Channel Partners, internal marketing, sales development teams, pre-sales and services teams
Attend company trade shows, conferences, industry meetings and other avenues to initiate new sales of Planful
Build and execute a sales plan to achieve revenue targets on a quarterly basis
Carry-out customer centric meetings, presentations and product demonstrations both virtually and in person with key decision-makers and influencers

Posted 28 days ago

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🔥 Product Manager

Posted 29 days ago

💸 135000.0 - 145000.0 USD per year

🔍 Financial Performance Management

🔧 Requirements

Proven experience (5+ years) in FP&A and/or financial performance management as a Professional Services Consultant, and/or Product Manager with direct practitioner experience preferred.
CPA/CA or equivalent industry experience
Excellent analytical skills, with the ability to analyze market trends, customer needs, and competitive landscape to inform product strategy.
Demonstrated ability to lead cross-functional teams, prioritize initiatives, and drive product development from concept to launch.
Familiarity with data analytics, business intelligence tools, and other planning software is a plus.
Strong communication and collaboration skills, with the ability to effectively communicate product vision, requirements, and priorities to stakeholders.
Entrepreneurial mindset with a passion for innovation, creativity, and solving customer problems.
Ability to thrive in a fast-paced, dynamic environment and adapt to changing market conditions.

💡 Responsibilities

Not Stated

Posted 29 days ago

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