Offer summary

Qualifications:

2+ years of direct sales experience, preferably in SaaS solutions for finance., Strong understanding of the full sales life-cycle including prospecting and closing., Excellent presentation, negotiation, and communication skills., Experience with CRM systems and ability to influence C-level executives..

Key responsabilities:

Develop and maintain a sales pipeline to achieve revenue targets.

Sell the complete Planful product stack and professional services.

Conduct customer-centric meetings and product demonstrations with key decision-makers.

Collaborate with internal teams and attend industry events to drive new sales.

Job description

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

The Account Executive will play a key role in our 2025 growth strategy in the market. The ideal candidate will have 2+ years of direct sales experience, is ambitious, high-energy, has an insatiable appetite to learn and have a strong understanding of SaaS based financial planning solutions.

Responsibilities

Develop pipeline, maintain forecast accuracy, achieve/exceed monthly, quarterly and annual revenue targets
Sell the entire Planful product stack and professional services
Demonstrated understanding of the full sales life-cycle: prospecting, cold calling, qualifying, consultative selling, value selling, presenting, developing proposals, overcoming objections and closing sales
Build relationships and collaborate with Planful Channel Partners, internal marketing, sales development teams, pre-sales and services teams
Attend company trade shows, conferences, industry meetings and other avenues to initiate new sales of Planful
Build and execute a sales plan to achieve revenue targets on a quarterly basis
Carry-out customer centric meetings, presentations and product demonstrations both virtually and in person with key decision-makers and influencers

What you bring to the Table

2+ years of direct / full-cycle sales experience selling SaaS business solutions to the office of the CFO
Able to effectively accomplish activities in a fast-paced environment
Excellent presentation and negotiation skills
Ability to interact and influence C-level executives and team members
History of meeting/exceeding new business sales targets
Strong and effective written, oral and telephone skills
Experience with CRM systems, social media and Microsoft Office
Creative and highly passionate about sales
You are all about results
Strong work ethic
Great communicator
You are all about the customer
Ability to establish rapport with people
Passionate
Entrepreneurship

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 per year, 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, Austin, and most recently Palm Beach
Team-specific off-sites in cities like New York, Sonoma, or our brand new HQ based in downtown San Francisco
Remote first culture with benefits such as home office setup, and monthly wifi and cell phone reimbursements
Company-wide Mentorship program with Executive sponsorship of CFO and Manager-specific monthly training programs
Employee Resource Groups such as Women of Planful, LatinX at 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 $75,000-$90,000 USD annually. More details about our company benefits can be found here: https://planful.com/jobs/

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