Account Manager, Planful

$85-100k

+ This position is eligible for bonuses/commission

Salesforce

Mid and Senior level

Remote in US

Cloud FP&A Platform for Continuous Planning

Open for applications

Cloud FP&A Platform for Continuous Planning

501-1000 employees

B2BEnterpriseFinancial ServicesSaaSCloud Computing

Open for applications

$85-100k

+ This position is eligible for bonuses/commission

Salesforce

Mid and Senior level

Remote in US

501-1000 employees

B2BEnterpriseFinancial ServicesSaaSCloud Computing

Company mission

Planful was founded to speed up the end-to-end financial planning and analysis process, driven by a vision of continuous planning. It fosters business-wide participation in decision-making and planning, optimising how employees navigate their organisation through frequent and complex business changes.

Job

Company

Role

Who you are

3+ years successful track record of sales in the enterprise software or software-as-a-service market selling into an established client base
Experience with large-scale, technologically sophisticated accounts and upper mid-market customers in a fast paced SaaS environment
Experience driving adoption and change management within tech organizations. We’ll teach you all about the Planful product suite, but prior exposure to FP&A, ERP, EPM, etc is a plus
High levels of organization in your workflows - you understand what it means to be responsible for a customer portfolio and to prioritize your time efficiently
A passion for partnership and collaboration. You’ll need to partner with multiple Planful teams on a regular basis (Sales, Marketing, Support, Product, C-Suite) to achieve your customer outcomes
Outstanding verbal and written communication skills. You’ll be presenting to diverse and senior audiences, ranging from financial analysts to CFOs
A growth mindset. Committed to your own personal and professional development and the growth of those around you
Personal Characteristics:
Customer focus
Ability to Adapt
Strong work ethic
Passionate commitment to the company and your profession
Problem solver
Accountability
Entrepreneurship
Sense of urgency
Flexibility and adaptability

What the job involves

Planful is looking for an experienced and highly self-motivated Account Management professional to help grow a specialized portfolio of our customers. The ideal candidate has a demonstrated and successful track record of building and nurturing long-term relationships with Mid-Market customers, with a passion for the blend between technology and finance. This role has the ultimate objective of ensuring our customers are satisfied with our services, committed to a long term partnership and an increasing investment over time
The Account Manager will work as a strategic advisor to the customer base (established, upper Mid-Market client accounts) — aligning not only to the customers’ Planful initiatives, but also their internal processes, bottlenecks, and corporate strategy. You’ll build trusted relationships across multiple levels and personas within your accounts, and operate as a key liaison between the customer and Planful’s internal collaborators, including departments like renewals, solutions consultants, professional services, and more
Proactively, identify, qualify and upsell within your existing sales pipeline of Mid-Market accounts (100% existing logos)
Build strong and effective relationships, resulting in growth opportunities
Responsible for annual revenue targets linking to upsell and cross-sell opportunities within your existing book of business
Work closely with the Customer ecosystem, Solutions consulting organization and professional services team to maximize deal sizes
Proactively and creatively reach out with insight driven content
Regular updating of notes/steps in Salesforce
Assist sales and marketing to identify clients willing to assist in references and marketing events

Our take

Planful is driven by the conviction that continuous planning elevates the financial IQ of all parties involved. It rebranded in 2020 from 'Host Analytics' to reflect this fundamental focus on continuous planning being central to Planful's identity.

Currently, most financial institutions only have quarterly or even annual planning reviews, meaning they have to rely on outdated budget projections & financial metrics so they lag behind the curve. Planful sets itself apart through helping clients to use monthly, weekly, or more frequent cycles. This means businesses can adapt and innovate rapidly in response to events and help drive financial innovation.

Planful’s cloud financial planning and analysis solutions stand out as it delivers 90% reduced reporting time, and up to 75% reduced average time to close. This approach has led to Planful being trusted by hundreds of big-name brands, including Five Guys, Evernote, Boston Red Sox, Robinhood, and TGI Fridays, as well as hundreds of thousands of users across the world.

Freddie

Company Specialist at Welcome to the Jungle

Insights

8% employee growth in 12 months

Glassdoor (4.3)

Company

Funding (last 2 of 8 rounds)

Feb 2020

$6.7m

SEED

Nov 2014

$25m

SERIES E

Total funding: $95.3m

Company benefits

12 weeks fully paid parent leave
Flexible working hours
Full medical, dental, vision benefits
Work from home opportunities
Health insurance

Leadership

Grant Halloran

(CEO, not Founder)

Having spent over 8 years at ANZ , Grant went onto cco-found ProductBank and Brand Manager. In 2007, he went onto become CEO of Orbis for 5 years. Since then, Grant has worked at Anaplan as CMO and OmniSci as CCO.

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