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 1,300 customers, including 23andMe, 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 www.planful.com.
About the role:
We have an opportunity for a contact to hire Marketing Operations Manager who understands the B2B lead lifecycle, the impact of cross-functional marketing programs, the systems that lie underneath effective marketing, and how to report on all of the above. We’re looking for someone who is relentless about data hygiene and database health and can effectively communicate issues and strive to resolve them. This role will provide support across the entire go-to-market team by strategically building and optimizing processes for flexibility and scalability.
Our tech stack includes Marketo, Salesforce, Outreach, ZoomInfo, UserGems, LeanData, Clari, and Wordpress. We do not expect you to be proficient in all of these systems for the role, but at least some experience in Salesforce is a must.
What you’ll do:
- Partner with internal stakeholders to drive campaign execution from requirements through designing, building, testing, delivering, and measuring
- Help maintain documentation for workflows and processes and continuously educate others on marketing processes & SLAs, data definitions, and lead workflows
- Leverage firmographic and behavioral segmentation to drive efficient and effective campaign targeting
- Maintain reporting mechanisms across key GTM metrics such as lead and pipeline volume, conversion rates, and velocity
- Perform recurring audits against core data source systems to ensure data integrity
- Build, optimize, and maintain marketing operations processes for increased program effectiveness
- QA system issues to ensure technical accuracy and adherence to best practices
Qualifications
- 2+ years of experience using Salesforce
- Strong problem-solving skills
- Ability to analyze marketing data to identify areas for improvement and provide input on how to optimize our current marketing automation processes and architecture
- Experience integrating and building tools into an existing tech stack
- Ability to work independently, prioritize, and get things done
- General understanding of marketing metrics
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, 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, and most recently - Palm Desert, California!
- Team-specific offsites in cities like New York, Sonoma, or our brand new HQ based in downtown San Francisco
- 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 all employees, in-office or remote.
- Company-wide Mentorship program with Executive sponsorship of CFO and Manager-specific monthly training programs
- Employee Resource Groups such as Women of 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 $115,000 - $125,000 USD per year dependent on working location and experience.
Skills Required
- 2+ years of experience using Salesforce
- Strong problem-solving skills
- Ability to analyze marketing data
- Experience integrating and building tools into existing tech stack
- General understanding of marketing metrics
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.
