Planful

👥 251-500💰 about 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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🔥 People Operations Coordinator

Posted 2 days ago

📍 Canada

🔍 Financial performance management cloud software

Located in Canada.
Reliable and personable; enjoy working with diverse individuals.
Basic familiarity with HRIS systems (ADP preferred) and tools like Google Workspace, Excel, and Canva.
Bias towards data insights and breaking down complex problems.
Ability to take initiative within a distributed team in a fast-paced environment.
Strong verbal and written communication skills.
Ability to manage multiple competing priorities.
Ability to demonstrate integrity and maintain confidentiality.

Create and maintain organized electronic personnel records and ensure the accuracy of HRIS databases.
Leverage the HRIS System to gather and analyze data, prepare reports, and manage personnel files.
Respond to employee inquiries and stay informed about company policies and employee benefits.
Partner with senior team members to develop automated reporting solutions and dashboards.
Support the implementation of technology integrations and collaborate with IT and Payroll teams.
Educate team members on HRIS system usage and respond to internal inquiries on data.
Collaborate with team members for project initiatives and day-to-day transactions.
Respond to employment verification inquiries, audit employee files, and support cross-functional audits.

Data AnalysisReporting

Posted 2 days ago

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🔥 Implementation Consultant

Posted 28 days ago

📍 US, Canada

🧭 Full-Time

💸 70000.0 - 80000.0 USD per year

🔍 Financial performance management software

Prior consulting experience
Bachelor’s degree in Accounting/Finance or equivalent of 2 years of Accounting/Finance experience preferred
Excellent verbal and written communication skills
Command a strong presence
Be consultative
Proven ability to ramp on new products in a start-up environment
Ability to adapt to diverse project teams
Ability to interact with senior level executives and sales executives
Must be able to deliver 'consultative no' discussion
Experience at a software company or Big 4/large GSI is a plus

Implement Planful's Financial Performance Management (FPM) Suite
Advise and translate existing client FPM business processes to Planful software solutions and provide best practices
Adhere to and help develop the Services methodology
Lead customer and partner knowledge transfer and training sessions
Drive project and Services team metrics and margins
Support sales team with scoping and POCs

Project ManagementAccountingTrainingFinance

Posted 28 days ago

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🔥 Manager, Sales Development (West)

Posted 29 days ago

📍 Pacific or Mountain Time zones

🧭 Full-Time

💸 75000.0 - 110000.0 USD per year

🔍 Financial performance management software

Located on the West Coast - Pacific or Mountain Time zones.
Minimum 1+ year of prospecting-specific experience as an SDR.
Strong communication and interpersonal skills.
Natural leadership abilities in coaching and mentoring sales talent.
Process-oriented mindset with a history of exceeding goals.
Diligent in managing end-to-end sales cycle through CRM.
Experience in rapidly growing SaaS organizations.

Hire, manage and mentor a rapidly growing SDR team.
Drive processes that scale.
Oversee lead generation involving outbound prospecting and events.
Discover, improve, and execute new outreach approaches.
Employ a consultative approach to understand client needs.

LeadershipLead GenerationMentorshipCRMSaaS

Posted 29 days ago

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🔥 Senior Solution Consultant

Posted about 2 months ago

📍 US & Canada

🧭 Full-Time

🔍 Financial performance management software

5+ years in multi-product solution selling within the cloud-based FP&A and consolidation sector or similar application softwares focused on finance.
Working knowledge of Financial Planning and Analysis and/or Accounting standards and the associated challenges experienced by finance and the broader business.
Ability to understand and explain business and technical issues related to customers' proposed solutions.
Outstanding communication (written and oral), organizational and time management skills.
Ability to execute to a plan and demonstrate ownership.
Strong executive presence and presentation skills.
Ability to prioritize opportunities and tasks.

Support the sales cycle for solution-based activities through customized product demonstrations, Proofs of Concept, and hands-on workshops.
Confidently present industry and domain focused expertise to convey understanding to prospective customers.
Demonstrate business benefits and the value of using the Planful solutions.
Drive the initial evaluation and qualification of the customer opportunity.
Maintain product competence by keeping abreast of new product enhancements and best practices.
Bring a high level of energy to the team.
Embrace an entrepreneurial spirit and add creative ideas to all interactions.

LeadershipBusiness AnalysisBusiness DevelopmentData AnalysisCross-functional Team LeadershipBusiness OperationsCommunication SkillsAnalytical SkillsCollaborationProblem SolvingAccountingAttention to detailOrganizational skillsPresentation skillsTime ManagementWritten communicationMultitasking

Posted about 2 months ago

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🔥 Senior Account Executive - UK

Posted 3 months ago

📍 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 LeadershipCommunication SkillsCollaborationPresentation skillsClient relationship management

Posted 3 months ago

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🔥 Technical Writer

Posted 3 months ago

📍 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 release highlights.
Be responsible for creating UI text such as labels, dialog text, and onboarding guides.
Work closely with the Product Manager & SMEs to create and execute an optimal content strategy, including developing quick reference guides, how-to articles, and getting started instructionals.

AgileArtificial IntelligenceCommunication SkillsAnalytical SkillsCollaborationResearchEditing

Posted 3 months ago

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🔥 Account Executive, DACH

Posted 3 months ago

📍 Germany

🧭 Full-Time

💸 70000.0 - 100000.0 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 with ability to prospect and close deals.
Excellent presentation, verbal, and written communication skills.
Ability to manage a complex sales cycle independently.
Self-starter with growth mindset and strong relationship-building skills.
Open to feedback and willing to learn from diverse business perspectives.

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

Business DevelopmentCommunication SkillsAnalytical SkillsCollaborationMicrosoft ExcelRelationship management

Posted 3 months ago

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Planful

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