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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.

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.

Manage a portfolio of strategic EMEA customers to drive adoption, ROI, retention and growth. Provide consultative guidance on financial planning processes, build executive relationships, coordinate cross-functional teams, define scalable success processes, use data and SFDC to identify risks/opportunities, and act as the voice of the customer.

Manage availability, scalability, and uptime of Planful's SaaS across geographically distributed datacenters. Perform 24x7 NOC duties including monitoring, incident response, release deployments, Windows/Linux and network troubleshooting, CRM case handling, and ITIL-based service management while coordinating incident calls.

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.

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.

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.