Jobs at Planful

Drive new business through outbound outreach and account-based campaigns for mid-market companies. Qualify and set meetings, research and map accounts, engage senior executives, use Salesforce/LinkedIn/SalesLoft, and report on sales activity and pipeline metrics.

Execute outbound prospecting, qualify leads by phone, gather finance-user requirements, collaborate with AEs, maintain Salesforce, and hit quarterly quota for SaaS FP&A solutions.

Manage a portfolio of clients to drive value realization, onboarding success, and renewals. Act as trusted advisor, provide consultative guidance on financial planning processes, leverage data and CSM tools (Gainsight, SFDC) to identify risks/opportunities, collaborate cross-functionally, support escalations, and build scalable, repeatable success processes.

Analyze sales, pipeline, and revenue data to produce forecasting, performance, retention, pricing, and capacity insights. Build and maintain forecast models, surface bottlenecks, support planning cycles, and translate analysis into executive-ready presentations. Collaborate with Business Systems, Marketing Ops, Customer Success, and IT to validate data and ensure cross-system alignment.

Lead architecture and implementation of a high-performance OLAP query engine and semantic layer: design a JSON-based DSL and compiler, generate optimized SQL for columnar databases, build distributed caching, tune JVM and low-level performance, and provide technical leadership and documentation.

Manage interview scheduling, candidate communication, and ATS (Greenhouse) hygiene. Own full-cycle recruiting for SDR roles including sourcing, screening, coordination, and reporting. Partner with hiring managers and Sales leadership to maintain pipeline health and improve recruiting processes.

Serve as a subject-matter expert in EPM presales: lead discovery, deliver tailored demos, support proofs of concept, and translate finance requirements into solution narratives to drive sales and demonstrate Planful's value.

Execute outbound prospecting using Planful's tech stack, qualify leads via phone, understand finance users' needs, partner with Account Executives to generate pipeline, maintain Salesforce records, and meet quarterly quota.

Lead, hire, coach and scale a 6–10 person SDR team to generate qualified pipeline through outbound prospecting, inbound qualification, account-based motions, and product-led signals. Partner with Sales and Marketing, establish performance frameworks and KPIs, and develop playbooks to improve outreach, conversion, and pipeline quality for enterprise SaaS sales.

The Implementation Consultant will onboard clients to the Planful platform, translating business needs into solutions and ensuring project delivery excellence.

Lead end-to-end customer rollouts of an AI-native planning platform: build and maintain data integrations, create performant financial models, develop AI-driven automated test harnesses, resolve data and performance issues, ship product fixes, and partner with finance stakeholders to operationalize solutions and feed product improvements back into engineering.

The Sales Development Representative will qualify outbound interest, generate leads, and collaborate with Account Executives to strategize outreach within the finance sector.