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 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 planful.com.
About the Role:
As a Revenue Operations Analyst at Planful, you will play a vital role in supporting the sales organization by ensuring efficient sales operations and processes. You will collaborate closely with the sales team, finance, and other cross-functional teams to streamline sales processes, maintain accurate data, and provide analytical insights. This position offers an exciting opportunity to contribute to the success of Planful by optimizing sales operations, driving data-driven decision-making, and supporting the overall sales strategy.
- Assist in the development and implementation of efficient sales processes and systems to support the sales team.
- Ensure accurate and up-to-date entry of sales data into our CRM (Salesforce).
- Provide ongoing technical support for the GTM team, including Salesforce, Gong, Outreach, Clari.
- Maintain and update sales documentation, including sales playbooks, standard operating procedures, and templates.
- Support the implementation and adoption of new sales tools and technologies.
- Collect, analyze, and interpret sales data to generate reports, dashboards, and actionable insights.
- Prepare regular sales performance reports, including pipeline metrics, conversion rates, and revenue forecasts.
- Identify trends and patterns in sales data, providing recommendations for process improvement and sales strategy optimization.
- Coordinate and assist with sales operations projects and initiatives, ensuring timely completion and delivery.
- Support the administration of sales tools, including user access, permissions, and troubleshooting.
- Perform regular data audits to identify and resolve data inconsistencies, duplicates, and errors.
- Assist in data cleansing and data migration projects to ensure data integrity during system transitions or updates.
- Support the Sales business function with ad-hoc reporting requests.
Requirements:
- Proven experience in sales operations, sales support, or related roles.
- Strong analytical and problem-solving skills, with the ability to derive insights from data and provide actionable recommendations.
- Proficiency in CRM systems, preferably Salesforce, and sales analytics tools.
- Excellent attention to detail and ability to handle and analyze large data sets.
- Strong organizational and project management skills, with the ability to prioritize and manage multiple tasks simultaneously.
- Excellent communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams.
- Proficiency in Microsoft Excel or similar spreadsheet applications for data analysis and reporting.
- Understanding of sales processes, sales methodologies, and sales performance metrics.
Additional Preferred Qualifications:
- Experience working in the software-as-a-service (SaaS) industry.
- Knowledge of data visualization tools such as Tableau.
- Experience with data modeling and forecasting techniques.
- Understanding of finance and budgeting processes related to sales operations.
- SFDC Administration experience (certificate preferred).
- Clari Administration experience.
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 - most recently held in Goa, India!
- 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
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.
