About Us
Planful is the pioneer of financial performance management cloud software. The Planful platform, which helps businesses drive peak financial performance, is used around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and analytics. Planful empowers finance, accounting, and business users to plan confidently, close faster, and report accurately. More than 1,500 customers, including Bose, Boston Red Sox, Five Guys, and Zappos, rely on Planful to accelerate cycle times, increase productivity, and improve accuracy. Planful is a private company backed by Vector Capital, a leading global private equity firm. Learn more at planful
About the Role
The Account Executive will play a key role in our 2025 growth strategy in the market. The ideal candidate will have 2+ years of direct sales experience, is ambitious, high-energy, has an insatiable appetite to learn and have a strong understanding of SaaS based financial planning solutions.
Responsibilities
- Develop pipeline, maintain forecast accuracy, achieve/exceed monthly, quarterly and annual revenue targets
- Sell the entire Planful product stack and professional services
- Demonstrated understanding of the full sales life-cycle: prospecting, cold calling, qualifying, consultative selling, value selling, presenting, developing proposals, overcoming objections and closing sales
- 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
What you bring to the Table
- 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
- Creative and highly passionate about sales
- You are all about results
- Strong work ethic
- Great communicator
- You are all about the customer
- Ability to establish rapport with people
- Passionate
Why Planful
Planful exists to enrich the world by helping our customers and our people achieve peak performance. To foster the best in class work we’re so proud of, we’ve created a best in class culture, including:
- 2 volunteer days per year, Birthday PTO, and quarterly company Wellness Days
- 3 months supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave
- Annual Planful Palooza, our in-person, company-wide culture kickoff held in cities like San Diego, Denver, Austin, and most recently Palm Beach
- Team-specific off-sites in cities like New York, Sonoma, or our brand new HQ based in downtown San Francisco
- Remote first culture with benefits such as home office setup, and monthly wifi and cell phone reimbursements
- Company-wide Mentorship program with Executive sponsorship of CFO and Manager-specific monthly training programs
- Employee Resource Groups such as Women of Planful, LatinX at Planful, Parents of Planful, and many more. We encourage our teammates to bring their authentic selves to the team, and have full support in creating new ERGs & communities along the way
Pay Transparency Statement
At Planful our top priority is to support our employees and ensure each individual has access to equal growth opportunities. Pay decisions take into consideration the individual's skillset, experience, knowledge, qualifications for the role, and specific work location.
Our salary band for this role is $75,000-$100,000 USD annually. More details about our company benefits can be found here: https://planful.com/jobs/
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What We Do
Planful is the pioneer of financial performance management cloud software. The Planful platform is used by the Office of the CFO around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and visual analytics. Planful empowers users to plan confidently, close faster, and report accurately. More than 1,000 customers, including Boston Red Sox, Del Monte, TGI Friday’s, and 23andMe, rely on Planful to accelerate cycle times, increase productivity, and improve accuracy across the end-to-end FP&A process. Planful is a private company backed by Vector Capital, a leading global private equity firm. Learn more at www.planful.com.
