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’s award-winning AI capabilities accelerate decision-making, helping Planful users in over 100 countries to close faster, accelerate cycle times, increase productivity, and improve accuracy. Planful is a private company with more than 1,500 customers, including Bose, Boston Red Sox, Five Guys, Grafton Plc, Gousto, and Specialized, and is backed by Vector Capital, a leading global private equity firm. Learn more at Planful.com.
About the Role
Planful is seeking a highly motivated and experienced Field Sales Account Executive to join our growing sales team. The Field Sales Account Executive will be responsible for generating new leads, managing relationships with existing clients, and driving revenue growth through consultative selling of our software. This is a quota-carrying position with a focus on building and maintaining a robust pipeline of qualified prospects and closing deals.
Requirements
- Located in Pacific or Mountain time zone of the United States or Canada
- 8+ years of SaaS field sales experience, with a minimum of 5 years selling into Office of the CFO
- A track record of exceeding quota in a field sales or hybrid sales capacity, ideally within high-growth environments.
- Experience selling to the Office of the CFO or into finance/FP&A, ideally offering solutions like EPM, ERP, or analytics platforms.
- Polished communication and presentation skills with the ability to translate complex technology into clear, business-aligned value.
- A collaborative mindset, comfort navigating matrixed sales cycles, and confidence engaging with executive-level stakeholders.
- A self-starter mentality and passion for helping customers evolve from legacy systems to modern solutions.
Responsibilities
- 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, work closely with them to understand business needs and articulate Planful’s offer 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
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:
- Volunteer days, Birthday PTO, and company-wide Wellness Days
- Supply of diapers and meal deliveries for the first month of your Maternity/Paternity leave
- Team off-sites in exciting destinations like New York, Sonoma, Nashville, Palm Springs, and our San Francisco headquarters
- Office hubs in San Francisco, Toronto, and London. We also offer benefits such as home office setup, and monthly wifi and cell phone reimbursements for remote employees
- Join Employee Resource Groups like Women of Planful, Parents of Planful, and more. We celebrate individuality and encourage teammates to bring their authentic selves to work - with full support for creating new ERGs and communities along the way
- Participate in People Programs that foster connection and wellbeing, such as Movember, Summer Wellness, Breast Cancer Awareness Month, and Hispanic Heritage Month
Pay Transparency Statement
At Planful, our top priority is supporting our employees and ensuring everyone has access to equal growth opportunities. Compensation decisions are based on each individual’s skills, experience, qualifications, and work location.
The base salary range for this role is $130,000 - $140,000 per year, depending on experience and location. This position is also eligible for bonus or commission. You can learn more about our benefits https://planful.com/jobs/.
Top Skills
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.
