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Own product marketing across Planful’s platform, AI, and Consolidation Premium offerings. Responsibilities include coordinating product launches, building field and partner enablement, managing analyst relations and evaluation submissions, running competitive intelligence, supporting pricing execution, and partnering with product, engineering, sales, and solutions consulting on messaging, positioning, and launch narratives.

Own the systems, data, account targeting, reporting, capacity modeling, SLA tracking, and technology support powering a B2B SaaS SDR team. Evaluate prospecting programs, build funnel reporting, manage Salesforce and sales engagement workflows, create UserGems campaigns, resolve tooling issues, identify data gaps, and partner with Business Operations to automate processes and improve pipeline generation.

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.

Own Planful’s B2B content marketing strategy, messaging architecture, editorial governance, and full-funnel content production across blogs, web pages, ebooks, whitepapers, social, and customer stories. Partner with marketing, sales, product, creative teams, SMEs, and agencies to align content with segment and account strategies. Manage SEO, GEO, and AIO initiatives, content audits, performance analysis, refresh cycles, and strategic reporting.

Partner with existing customers to evaluate finance performance management processes, application configurations, business needs, and technology challenges. Recommend enhancements, resolve complex functional issues, identify risks and opportunities, and provide best-practice guidance across planning, budgeting, forecasting, consolidation, reporting, and analytics. Collaborate with Customer Success, Account Management, Support, Product, and Engineering teams while delivering demos and presentations to finance, accounting, and executive audiences.

Owns demand generation campaigns across email, webinars, full-funnel nurture, events, direct mail, gifting, and third-party lead generation. Manages campaign calendars, vendors, assets, targeting, reporting, stakeholder communication, and performance optimization. Uses testing and AI tools to improve execution and results, with a focus on pipeline contribution, ROI, and sales-ready leads.

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.

Lead architecture and implementation of a high-performance OLAP query engine and semantic layer: design a JSON-based DSL and compiler, generate optimized SQL for columnar databases, build distributed caching, tune JVM and low-level performance, and provide technical leadership and documentation.

Manage interview scheduling, candidate communication, and ATS (Greenhouse) hygiene. Own full-cycle recruiting for SDR roles including sourcing, screening, coordination, and reporting. Partner with hiring managers and Sales leadership to maintain pipeline health and improve recruiting processes.