Planful

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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🏢 BeyondTrust

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🏢 CoreView

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🔥 Solution Architect

Posted 2024-11-07

📍 Pacific or Mountain Time Zone

💸 90000 - 110000 USD per year

🔍 Financial performance management software

Located in Pacific or Mountain Time Zone.
3-5 years of Accounting or FP&A experience focusing on financial reporting and budgeting.
Hands-on experience with financial planning, close management, reporting, and analysis.
Advanced Excel skills.
Experience with enterprise planning systems or financial management applications is desired.
Consultative style with strong project management and analytical skills.
Prior consulting experience; EPM software company experience is a plus.

Manage multiple concurrent customer implementations.
Function as the project functional/technical lead and lead a team of consultants and customer staff in the delivery of a value-added solution.
Mentor the Planful Professional Services delivery team on best practices for large, complex projects.
Follow Planful’s Agile Deployment Approach for workshops and solution validation.
Provide oversight during application configuration, testing, knowledge transfer, and rollout activities.
Understand project economics to deliver on-time, on-budget projects.
Serve as a trusted adviser in change management and process design.

LeadershipProject ManagementAgileData AnalysisProject CoordinationCross-functional Team LeadershipFinancial ManagementData analysisCommunication SkillsAnalytical SkillsCollaborationMicrosoft ExcelAccounting

Posted 2024-11-07

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🔥 Account Executive - East

Posted 2024-11-07

💸 80000 - 90000 USD per year

🔍 Financial performance management cloud software

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

Develop pipeline and maintain forecast accuracy.
Achieve and exceed monthly, quarterly, and annual revenue targets.
Sell the entire Planful product stack and professional services.
Understand the full sales life-cycle including prospecting, qualifying, and closing.
Build relationships with Channel Partners and collaboration with marketing and sales teams.
Attend trade shows and conferences to initiate new sales.
Carry out customer-centric meetings and product demonstrations.

Posted 2024-11-07

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🔥 Account Development Representative

Posted 2024-10-29

📍 United States

🧭 Full-Time

💸 50000 - 55000 USD per year

🔍 Financial performance management software

Self-motivated with the ability to work independently and with others.
Proven track record of success in the mid-market.
Outstanding verbal communication, listening, and writing skills.
Professional, energetic, and positive attitude.
Excellent organizational and time management skills.
Success-driven with a strong work ethic.
At least 12 months of experience in sales development.
Operational knowledge of Salesforce.com is a plus.
SaaS sales experience is desirable.
Exposure to the finance industry is an advantage.

Generate, develop, qualify and set new business opportunities to increase revenue for the Account Management Team.
Proactively contact target prospects via various methods.
Conduct high-level conversations with senior executives.
Research and prioritize key accounts.
Build rapport through a consultative sales approach.
Identify and map needs to Planful solutions.
Maintain understanding of software solutions, competitors, and industry trends.
Use tools like Salesforce.com, LinkedIn Sales Navigator, and SalesLoft.
Report on weekly, monthly, and quarterly sales results.

Business DevelopmentProduct ManagementSalesforceBusiness developmentCommunication SkillsAnalytical SkillsCollaborationOrganizational skills

Posted 2024-10-29

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🔥 Senior Account Executive - UK

Posted 2024-10-24

📍 UK

🧭 Full-Time

💸 100000 - 125000 GBP per year

🔍 Financial performance management software

Minimum of 6 years of experience in selling into the FP&A SaaS space.
Proven track record of exceeding sales quotas and revenue targets.
Excellent presentation, verbal, and written communication skills.
Ability to articulate complex concepts and solutions clearly.
Capacity to work independently and manage complex sales cycles.
Strong relationships with stakeholders and a self-starter mentality.
Open to diverse feedback and willingness to learn from various business perspectives.

Drive new business sales revenue by prospecting, qualifying, and closing opportunities with target accounts within the assigned territory.
Build and manage a robust pipeline of qualified leads, tracking and reporting progress against assigned quotas and revenue targets.
Provide management with reports on customer needs, potential leads, and competitive propositions.
Develop and maintain relationships with target accounts and stakeholders, understand their needs and articulate value.
Conduct product demos and presentations to prospective clients.
Collaborate with cross-functional teams for successful implementation and adoption of solutions.

LeadershipBusiness DevelopmentProduct ManagementCross-functional Team LeadershipBusiness developmentCommunication SkillsCollaborationPresentation skills

Posted 2024-10-24

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🔥 Senior Technical Writer

Posted 2024-10-21

📍 India

🧭 Full-Time

🔍 Financial performance management software

5-7 years of experience researching, writing, and editing content for a software application in an Agile environment.
Experience working with any wiki-based industry-standard tool such as Confluence, Document 360, Proprofs, etc.

Create release content for the monthly release process, including online help, release notes, and highlights.
Be responsible for creating UI text, including labels and onboarding guides.
Work closely with the Product Manager and SMEs to create and execute an optimal content strategy, producing various content types including quick reference guides and how-to articles.

AgileArtificial IntelligenceCommunication SkillsAnalytical SkillsCollaboration

Posted 2024-10-21

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🔥 Account Executive, DACH

Posted 2024-10-21

📍 Germany

🧭 Full-Time

💸 70000 - 100000 EUR per year

🔍 Financial Performance Management Software

Minimum of 6 years of experience in selling into related FP&A SaaS space.
Proven track record of exceeding sales quotas and revenue targets, with a demonstrated ability to prospect, qualify, and close deals.
Excellent presentation, verbal, and written communication skills with the ability to articulate complex concepts and solutions clearly and concisely.
Ability to work independently, manage a complex sales cycle, and prioritize tasks effectively.
A self-starter with a growth mindset and strong desire to develop and sustain relationships with stakeholders.
Open to diverse feedback and willing to learn from various perspectives of the business.

Drive new business sales revenue by prospecting, qualifying, and closing opportunities with target accounts within the assigned territory.
Build and manage a robust pipeline of qualified leads, tracking and reporting progress against assigned quotas and revenue targets.
Provide the management team with reports on customer needs or interests, potential new leads, and competitive propositions.
Develop and maintain relationships with target accounts and stakeholders, understanding business needs and articulating Planful’s value.
Conduct product demos and presentations to prospective clients, leveraging in-depth knowledge of our tool.
Collaborate with cross-functional teams to ensure the successful implementation and adoption of Planful's solutions.

Business DevelopmentBusiness developmentCommunication SkillsAnalytical SkillsCollaborationMicrosoft Excel

Posted 2024-10-21

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🔥 Field Account Executive

Posted 2024-10-21

📍 North America

🧭 Full-Time

💸 125000 - 140000 USD per year

🔍 Financial Performance Management Software (SaaS)

Minimum of 3 years of experience in field sales, preferably in SaaS or fintech.
Proven track record of exceeding sales quotas and revenue targets.
Excellent presentation, verbal, and written communication skills.
Ability to work independently and manage a complex sales cycle.
A self-starter with a growth mindset and strong relationship-building skills.
Open to diverse feedback and willing to learn.

Drive new business sales revenue by prospecting, qualifying, and closing opportunities with target accounts.
Build and manage a robust pipeline of qualified leads, tracking and reporting progress against assigned quotas.
Provide management with reports on customer needs, potential new leads, and competitive propositions.
Develop and maintain relationships with target accounts to understand their business needs.
Conduct product demos and presentations to prospective clients.
Collaborate with cross-functional teams to ensure successful implementation and adoption of solutions.

Business DevelopmentData AnalysisProduct ManagementBusiness developmentData analysisCommunication SkillsCollaboration

Posted 2024-10-21

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Planful

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